Boyd Phillips II is a financial advisor with Eagle Strategies (NY Life) based in Marion, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2007 and has maintained concurrent roles with Nylife Securities LLC, New York Life Insurance Co, and Phillips Financial Group, LLC since 2006. Outside of advisory work, Phillips owns and operates a seedling plant business and participates in several local boards, including the McDowell County Schools board and the Mission Hospital McDowell oversight board. 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 program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Catherine Morris Nink is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Phillips Financial Group LLC, Nylife Securities LLC, and Pharo Management, Inc. She has an ownership interest in a rental property outside of her advisory work. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.