William Doran is a financial advisor with Eagle Strategies (NY Life) based in Aiken, SC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He also owns Enrich Wealth Partners LLC, through which he sells New York Life products and brokers non-registered insurance products. Additionally, he serves on the advisory board of Coastal Carolina National Bank. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jack Potzauf is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience, having worked previously in primary education and at the University of South Carolina. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.