Jayden Carpenter is a financial advisor with Eagle Strategies (NY Life) in Dover, OH, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Reynolds And Reynolds. Outside of advisory work, he has been active as a food and package delivery driver through Doordash and Amazon Flex. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, primarily managing assets on a non-discretionary basis and working with both individual and institutional clients.

Matthew Ferris is a financial advisor with Eagle Strategies (a New York Life firm) based in Dover, Ohio. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including ongoing roles at Ferris Financial, LLC and New York Life since 2003. Outside of advisory work, he serves as Treasurer for a local nonprofit, Toys 4 Christmas, which provides free toys to children in need. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm’s approach involves a range of program types and emphasizes tailoring recommendations to client and Plan Sponsor objectives, with the majority of its assets managed on a non-discretionary basis.