Kellie Bass is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Ellis Insurance & Financial Group and NYLife Securities since 2006. She is also a notary public, providing notary services to clients without charge to assist with financial documents such as spousal consents on 401(k) rollovers. Eagle Strategies serves a diverse client base including individuals and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Gordon Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA. He holds the ChFC® and Series 63 designations and has 50 years of industry experience. Ellis has worked with NY Life Insurance Company since 1969 and operates Ellis Insurance & Financial Group. He serves as president of the One Oak Square Office Park & Condominium Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.

Daryl Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding the CFP® designation and Series 63 and 66 licenses. He has 31 years of industry experience and has been with Eagle Strategies since 2006. He also operates Ellis Insurance & Financial Group and has been involved in the insurance and financial services sector since the early 1990s. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.