Megan Davenport is a financial advisor with Eagle Strategies (NY Life) in Metairie, LA, holding a Series 66 designation and seven years of industry experience. She has worked with Eagle Strategies since 2019 and operates Davenport Wealth Strategies, focusing on New York Life products and brokering non-registered insurance offerings. Outside of her advisory role, she serves as a board member of the LSU National L Club, an organization supporting former varsity athletes and staff, and is active as a travel and lifestyle content creator and influencer. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers advice primarily on a non-discretionary basis, integrating advisory services with insurance and annuity products within the New York Life affiliate structure.

Olivia Helmers is a financial advisor with Eagle Strategies (New York Life) based in Metairie, LA. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her work history includes roles at Thomas Financial Group, LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Nathan Zimmer is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 licenses and has six years of industry experience. He has worked at Eagle Strategies LLC since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2019 and 2018, respectively. Outside of his advisory role, Zimmer is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm employs multiple program types tailored to client objectives and Plan Sponsor criteria, with the majority of its regulatory assets managed on a non-discretionary basis.