Meredith Moore is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. Her career includes leadership roles at Artisan Financial Strategies, LLC and Moore and Associates Wealth Management. Moore is active in public speaking, sharing her personal story through keynote engagements, and contributes articles to publications such as Medium, Forbes, and Harvard Business Review. She serves on investment committees for Leadership Atlanta and the Atlanta Women’s Foundation and holds a board position with the latter. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Adam Tolliver is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life entities since 2016. Tolliver serves as a board member for the proposed Atlanta SMART Academy, a charter school for middle school students. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, including fee-based hourly advice, co-advisory relationships, and advisory services connected to insurance and annuity products.