Nathan Daniel

Scott Odell is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and five years of industry experience. He operates under the DBA name Deloach, Odell & Associates, focusing on selling New York Life products and services. Additionally, he is involved in insurance brokering with outside carriers. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 31, 2024.

Kathy Keadle is a Series 66 licensed financial advisor with Independent Financial Group, LLC, where she has worked since 2015. She has 21 years of industry experience and is also the owner of Keystone Financial Services, a firm providing investment and consulting services since 2005. Additionally, she leads the Keystone Foundation for Financial Education, a nonprofit offering free financial workshops. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple investment platforms and third-party asset managers.

Matthew Ragan is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he served for 14 years as a firefighter with the Vidalia Fire Department and currently volunteers as a firefighter for Toombs County. He is also commissioned as a Notary Public. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Charles Jordan III is a financial advisor with Primerica Advisors based in Vidalia, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Co for over two decades. Outside of his advisory role, he serves as the Immediate Past Chairman of the Workforce Investment Board. Park Avenue Securities LLC serves a diverse retail client base with services ranging from brokerage to fee-based advisory and financial planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts across multiple asset classes.

Kevin Odell is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA. He holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been a principal at Deloach, Odell & Associates, LLC since 2010 and has been affiliated with New York Life and Nylife Securities Inc. since 1985. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions, using third-party managers and model portfolios, and combines advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

William Harn is a financial advisor with Primerica Advisors in Reidsville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and operates his own legal entity, William J Harn LLC, for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.