Scott Odell

Matthew Ragan is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and approximately two years of industry experience. Prior to joining Eagle Strategies, he served as a volunteer firefighter for the Vidalia Fire Department for 14 years and currently volunteers with Toombs County as a firefighter. He is also a Notary Public. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm supports various program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

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 with New York Life Insurance Company and Nylife Securities Inc. since 1985 and has operated Deloach, Odell & Associates, LLC since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives and maintains a predominant focus on non-discretionary asset management.

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.

Aarti Patel is a financial advisor with Primerica Advisors, holding Series 63, Series 65, and Series 66 licenses, and has two years of industry experience. Her prior work history includes roles at Northwestern Mutual Investment Services LLC and DXC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets under management through a large network of financial advisors and utilizes model-delivery strategies created by unaffiliated asset managers.

Nathan Daniel is a Series 66 licensed advisor with Primerica Advisors, based in Reidsville, GA, and has three years of industry experience. His prior roles include positions at Thrivent Financial and Senior Life Insurance Company. Outside of his advisory work, he serves as Treasurer on the board of the Dublin Youth Vocal and Orchestra nonprofit. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.