James Clayton is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has eight years of experience in the insurance and financial services industry, including roles at New York Life Insurance Company and NYLIFE Securities, LLC. Clayton volunteers as an ambassador for the Augusta Metro Chamber of Commerce and serves as a board member for Easterseals East Georgia. He is also actively involved in Business Networking International, where he is expected to assume the role of Vice President of the local group. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and operates primarily with non-discretionary assets, serving both retail investors and institutional plan sponsors within the integrated New York Life affiliate structure.

Betty Kendra is a financial advisor with Eagle Strategies (NY Life) in Martinez, GA, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Eagle Strategies since 2014 and also serves as Vice President, Secretary, and Treasurer of Kendra Financial Group, LLC, which manages office overhead expenses and offers insurance and annuity products. Kendra is additionally appointed as an insurance broker with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.