LEGACY WEALTH - Key Persons

For more than 25 years, Adam has provided clients with carefully considered financial guidance in the management of their wealth. He specializes in financial planning, federal income tax planning and estate planning. Adam attended the University of South Florida where he earned a bachelor's degree in finance and accounting and his MBA. He is a CERTIFIED FINANCIAL PLANNER® professional and holds Series 7 and 63 securities licenses, as well as Florida life and variable annuity licenses.

Job Titles:

• Certified Private Wealth Advisor
• CPWA®, CEPA

Beth offers advisors and their clients a wealth of financial experience gained from a career that spans nearly 30 years. It includes roles as a financial advisor, CPA practitioner/business owner and wealth consultant. Her expertise includes financial and retirement planning, trust and charitable planning, personal income and estate tax planning, and tax mitigation strategies. She continues to expand her knowledge base and advanced education in business owner exit planning. Beth attended Florida Atlantic University, where she majored in accounting and earned her bachelor's degree in business administration. She also is a designated CPA and a CERTIFIED FINANCIAL PLANNER® professional. Beth holds Series 6, 7, 26, 63 and 65 securities licenses, as well as Florida life and variable annuity licenses. Beth is a Certified Private Wealth Advisor® professional. She is a member of the Financial Planning Association (FPA), Investment & Wealth Institute® (formerly known as IMCA), the American Institute of CPAs (AICPA) and the Florida Institute of CPAs (FICPA). Beth and her husband, Alfonso, have six children and 17 grandchildren. She's actively involved in her church and participates in, as well as supports, the Good News Club, a faith-based, after-school program. When Beth is not working, she loves to read and spend time with family, and enjoys many outdoor activities - walking, bike riding, kayaking and especially trips to the beach!

Job Titles:

• Relationship Manager

As a Relationship Manager, Connie Meyer ensures that each client who walks through the door feels like a member of the Legacy Wealth family. With over 33 years of customer service experience, Connie plays a key role in proactively supporting clients by anticipating their needs, handling their requests, and serving them however she can. She is often the first person on the phone with clients, ensuring that their concerns are addressed efficiently and with care. Connie graduated from Benedictine University with a degree in business management and has built her career around fostering strong client relationships. Her approach is deeply rooted in service and stewardship, ensuring that every client feels valued and supported. Connie's focus on enhancing the client experience reflects Legacy Wealth Advisors' commitment to exceptional service and long-term relationships. Having lived in suburban Illinois for 40 years, Connie recently relocated to Iowa. She has been an active member of Hobson Road Community Church in Downers Grove since 2017, where she has contributed through special music and taken part in various mission-related service projects. Connie's dedication to her community and faith is reflected in her approach to client care, where she seeks to serve others with integrity and compassion.

Job Titles:

• Associate at Legacy Wealth Advisors
• Branch Associate

As Branch Associate at Legacy Wealth Advisors, Cullen assists with client service, special projects, events, and marketing initiatives. In order to grow in his role and better serve clients, he is actively training in various aspects of financial planning and client service. Cullen's detail-oriented approach and strong initiative reflect his commitment to delivering outstanding client care. Currently studying business administration with a focus in finance at Liberty University, Cullen has long had a passion for the financial industry and its potential to make a meaningful impact on people's lives. He is preparing for his Securities Industry Essentials® (SIE®) exam, the first step toward achieving his goal of becoming a financial advisor. Cullen is dedicated to helping others and is eager to guide clients in making informed decisions about their resources, aligning with Legacy Wealth Advisors' mission of stewardship and personalized service. A lifelong resident of Wheaton, Illinois, Cullen enjoys a wide range of sports, including tennis, soccer, basketball, and his newest favorite, pickleball. He also loves outdoor adventures such as camping, skiing, and long-boarding. His passion for serving others and making a positive impact in his community mirrors his professional ambition to assist clients in achieving their financial goals.

Job Titles:

• CEO, Legacy Wealth Advisors

At a young age, Fernando Erenata found himself in charge of his family's legacy after his father's passing. He became deeply committed to stewarding his family's resources and building on his father's legacy. Today, he helps other family stewards preserve and manage their legacies for future generations. His mission is to ensure that these legacies become enduring blessings, not only for their families but for their communities. By taking a holistic, personalized approach, Fernando integrates his vast knowledge of financial strategies with families' deepest needs and goals, helping them remove the complexity from their financial lives so they can breathe a little easier. With a focus on values-driven financial stewardship, Fernando specializes in working with high-net-worth families, business owners, and physicians. His expertise in advanced tax planning and multi-generational wealth strategies helps his clients navigate complex financial landscapes while prioritizing tax efficiency and wealth transfer. Fernando earned his Private Wealth Advisor designation from Raymond James in order to help high-net-worth families and organizations in this area. Fernando often collaborates with clients' attorneys and CPAs to create cohesive financial strategies that align with their personal needs and wishes. His goal is to help clients not only grow their wealth but to give with a warm hand, ensuring their legacy reflects their personal values and blessings to the next generation. Before joining Raymond James in 2009, Fernando was a Senior Vice President at Smith Barney for 12 years and previously practiced corporate taxation as a CPA with KPMG. His extensive background in tax and wealth management enables him to deliver sophisticated strategies tailored to each client's unique situation. Fernando is also a dedicated member of his community. He serves on the Morton Arboretum Advisory Board and has long been involved with the Philippine Medical Association of Chicago Foundation. As a member of The Compass Church, Fernando embraces his faith in all areas of his life, including his professional work, where his belief in stewardship plays a central role. Fernando lives in Naperville with his wife and five kids. His passion for helping others experience the joy of giving and the peace of financial independence is apparent in every aspect of his advisory role.

Jennifer Secola's goal in every client relationship is to guide them through every stage of their financial journey with compassion and trust. As a Wealth Manager, Jenn works closely with clients to create a plan that adapts to life changes, helping them stay on track to achieve financial independence and leave a meaningful legacy. Her approach is rooted in providing financial confidence and reassurance, empowering clients with knowledge and peace of mind.

Kevin is led by a passion to help others and a desire to develop meaningful relationships with clients. He believes that valuable financial guidance means understanding why money holds importance to you and focusing on how to make better money decisions on the path towards financial freedom. He enjoys helping clients assess what is most important in their life and determine how their money can be used as a tool to support and enhance these goals, wishes, and priorities. Kevin began his career as a financial advisor in 2016, most recently as a Financial Consultant at Fidelity. He is a CERTIFIED FINANCIAL PLANNER® professional with expertise in wealth management strategies including retirement planning, income planning, tax optimization, and investment management. Kevin works closely with clients' attorneys and CPAs to streamline their financial lives and provide comprehensive tailored solutions. Kevin lives in Elburn with his wife Julia and three children. They are active members of Highpoint Church in North Aurora. Kevin enjoys golf and all things Chicago sports. However, at this point in life, Kevin's time and energy is dominated by those three young children.

Job Titles:

• Chief Investment Officer, Global Wealth Solutions
• Raymond James in 2018 As the Chief Investment Officer

Larry Adam joined Raymond James in 2018 as the chief investment officer for the Private Client Group. Prior to joining Raymond James, Larry, as a managing director, held the dual roles of CIO of the Americas and global chief investment strategist for Deutsche Bank Private Wealth Management. He sat on the U.S. investment committee, the management team responsible for investment strategy and asset allocation for U.S. discretionary client portfolios. He was also a member of Deutsche Bank's global investment committee that formalized and established the global house view. Prior to being named Deutsche Bank's global chief investment strategist, Larry was the head of the asset allocation and quantitative analysis group, responsible for analyzing and implementing client-specific asset allocation strategies. He joined Deutsche Bank Alex. Brown in 1992. Larry received a B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a master's degree in business with a concentration in finance from Loyola University Maryland in 1993. He received the Chartered Financial Analyst® designation in 1996, Certified Investment Management Analyst® designation in 2001 and CERTIFIED FINANCIAL PLANNER® certification in 2004. Larry has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron's and the International Herald Tribune.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Legacy Wealth Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Legacy Wealth is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Job Titles:

• Relationship Manager at Legacy Wealth Advisors

As a Relationship Manager at Legacy Wealth Advisors, Sandy Browere provides exceptional service and hospitality to clients as soon as they walk in the door. Sandy is dedicated to delivering quick, accurate solutions and prides herself on maintaining strong, long-term relationships with clients. Her client-centric approach reflects Legacy Wealth Advisors' commitment to personalized, values-driven service. With over 15 years of experience in the financial and insurance industries, Sandy brings a wealth of expertise to her role. Her experience includes eight years in a similar capacity at a large wealth management firm. She is a Financial Planner Qualified Professional and previously earned the Chartered Retirement Planning Counselor (CRPC®) designation, underscoring her commitment to helping the team with any of their clients needs so they can navigate complex financial decisions with confidence. Sandy and her husband, Jeff, live in North Aurora, Illinois, and are blessed with six children and ten grandchildren. In her free time, Sandy enjoys reading, cooking, gardening, scrapbooking, and spending time with her family and friends. Her dedication to family and her passion for helping others are reflected in the care and attention she brings to each client relationship, embodying the values of Legacy Wealth Advisors.

Job Titles:

• Chief Operating Officer at Legacy Wealth Advisors
• COO, Legacy Wealth Advisors / Office Manager, RJFS

As Chief Operating Officer at Legacy Wealth Advisors, Seth Pietrini ensures that the firm operates efficiently and continuously improves in service to its clients. Seth plays a crucial role in guiding team members, executing special projects, and refining internal processes to align with Legacy Wealth Advisors' core values. His focus on operational excellence helps the firm deliver a consistently high level of personalized care to its clients, ensuring that each interaction reflects the firm's commitment to stewardship and integrity. Seth brings over 15 years of experience from his tenure at Invesco (formerly PowerShares ETFs), where he specialized in building teams, developing advisor consultants, and leading growth initiatives. His leadership included managing key accounts, overseeing mergers and acquisitions, and implementing firm-wide growth strategies. Seth's extensive experience in team development and operational strategy makes him a valuable leader at Legacy Wealth Advisors, where he is dedicated to helping both clients and team members thrive. Seth graduated from Taylor University with a degree in international business and economics and was a member of the university's football team. He lives in Woodridge, Illinois, with his wife Becca and their three young children. Together, they have been active members of The Compass Church in Naperville since 2006, where they have served in various roles with children, youth, and staff. Seth's commitment to his family, faith, and community is reflected in his leadership at Legacy Wealth Advisors, where he strives to create a culture of excellence, service, and care.

Job Titles:

• Client Experience / Manager

As Client Experience Manager, Tracey is your first point of contact over the phone. She plays a vital role in ensuring every client feels welcomed, valued, and well taken care of. She helps to coordinate meetings, special events, and client care, as well as administrative support. She is committed to hospitality and going the extra mile for our clients. Tracey has an extensive background in event planning, office management, and donor care from a variety of roles at Wheaton College and her church, as well as in the business world. Tracey and her husband, John, live in Woodridge and are proud parents to two adult children living nearby. Tracey serves as a Deacon in her church. She loves hosting family gatherings, baking, and traveling- all to connect with friends, family, and community.