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Credentials
ChFC®, Series 63
Experience Industry experience
42 years
Location
Fernandina Beach, FL
Eagle Strategies (NY Life)
Enterprise
Walton Rogers is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He previously worked at W. Rogers & Associates for 16 years and has longstanding affiliations with Nylife Securities LLC and New York Life Insurance Company. Rogers is also involved in brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Fernandina Beach, FL
Fernandina Beach FL
Advisors at this office
1
Florida · Maryland
42 years of industry experience
W. Rogers & Associates
2008 - 2024 • 16 years
Annapolis, MD
Nylife Securities LLC
1983 - Present • 43 years
Annapolis, MD
New York Life Insurance Company
1974 - Present • 52 years
Baltimore, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63, Series 66
Fernandina Beach, FL
Sentinel Advisory Corp
Bruce Eshbaugh is a CFA® charterholder with 21 years of industry experience, currently serving as the sole advisor at Sentinel Advisory Corp in Hyannis, MA. He has been with Sentinel Advisory Corporation since 2003. Sentinel Advisory Corp provides discretionary and nondiscretionary investment supervisory services for individuals, trusts, and estates, and acts as an investment fiduciary and retirement plan consultant for plan sponsors. The firm’s investment process emphasizes fundamental, firm-specific analysis to estimate intrinsic value, complemented by technical analysis, and offers institutional retirement-plan services including ERISA fiduciary roles and model allocation portfolio creation.
Series 63, Series 66
Fernandina Beach, FL
TBCPA, Inc.
Thomas Burdg is a financial advisor with TBCPA, Inc. in Fernandina Beach, FL, holding Series 63 and 66 licenses and possessing 21 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2024 and has been with TBCPA, Inc. since 1991. Outside of investment advisory, he is a certified public accountant providing accounting services through TBCPA, Inc. TBCPA, Inc. offers fee-based portfolio management and financial services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm integrates accounting and tax services with investment management and employs various analytical methods and trading approaches tailored to client objectives.
CFP®
Fernandina Beach, FL
Bouvel Investment Partners, LLC
Malea Hornback is a CFP® professional with three years of industry experience. She has worked at Bouvel Investment Partners, LLC since 2026 and previously held roles at Wealth Planning Corporation and Northwestern Mutual Investment Services LLC. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a range of strategies from concentrated equity to diversified and income-oriented approaches, tailoring portfolio construction to client objectives and managing specialized programs such as Custom Large Position management.
Series 65
Yulee, FL
Advanced Financial Strategists Inc
Leigh Chandler is a financial advisor at Advanced Financial Strategists Inc with Series 65 credentials and 30 years of industry experience. Chandler has been with Advanced Financial Strategists since 1996. Advanced Financial Strategists provides comprehensive investment management to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages about $60.6 million in assets using a combination of Modern Portfolio Theory, quantitative screening tools, and tax-aware portfolio construction tailored to client objectives.
Series 63, Series 65
Yulee, FL
Advanced Financial Strategists Inc
John Holden is the sole advisor at Advanced Financial Strategists Inc, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Advanced Financial Strategists since 1991. Advanced Financial Strategists provides investment management services to individuals, closely held corporations, trusts, estates, and other business entities. The firm manages approximately $60.6 million in assets, focusing on a relatively small client base with personalized portfolio construction using Modern Portfolio Theory, tax-aware strategies, and quantitative screening methods.
CFA®
Fernandina Beach, FL
Bulwark Capital Corporation
James Thompson is a CFA® charterholder with 20 years of industry experience. He has been with Bulwark Capital Corporation since 2005, currently serving as one of two advisors at the firm. Bulwark Capital Corporation provides discretionary portfolio management, financial plan modeling, and advisory consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of bottom-up fundamental analysis and top-down macroeconomic assessment, alongside technical analysis and both long- and short-term strategies, tailoring portfolios to client objectives and offering personalized service to a relatively small client base.
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