Steven Meier is a financial advisor with Eagle Strategies (NY Life) based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Cardinal Financial Advisers, LLC since 2008 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 1992. Meier serves as a board member of The Catholic Foundation, where he is Vice Chair of the Executive Committee and Chair of the Investment Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual, institutional, and charitable clients. The firm offers multiple advisory programs, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Juliana Damopoulos is a financial advisor with Eagle Strategies (NY Life) based in Columbus, OH, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She has worked at Cardinal Financial Advisers, LLC since 2018 and has been affiliated with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co. since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.