Scott Olsson is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2011 and 2012, respectively. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Quinn Process is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the Series 66 designation and has been in the financial services industry since 2024, including roles at Northwestern Mutual and NYLIFE Securities LLC. Prior to his advisory career, he was employed in education and club management. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

John Garnett is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds a ChFC® designation and a Series 63 license, with 33 years of industry experience. Garnett has worked with Eagle Strategies since 2011 and has a longstanding association with New York Life and its affiliates dating back to 1989. Outside of his advisory role, he owns a summer cabin that he rents occasionally. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types, with the majority of assets managed on a non-discretionary basis.