Timothy Graham is a financial advisor with Eagle Strategies (NY Life) in Santa Maria, CA, holding Series 63 and Series 66 licenses with three years of industry experience. His background includes roles at NYLIFE Securities LLC and involvement with Central Coast Visionary, Certain Sparks Music, and First Christian Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, emphasizing fiduciary responsibilities and primarily managing assets on a non-discretionary basis.

Bradley Johnson is a CFP® with 28 years of experience in the financial services industry, currently affiliated with Eagle Strategies (NY Life) in Santa Maria, CA. He has been with Eagle Strategies since 2016 and has longstanding ties to New York Life and Nylife Securities, where he has worked since 1998. Johnson serves as a board member of the Santa Maria Fairway Pines Home Owners Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional clients, and plan sponsors. The firm offers multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Joshua Coffey is a financial advisor with Eagle Strategies (New York Life) based in Santa Maria, CA, holding Series 63 and Series 66 credentials and five years of industry experience. He operates under the DBA Fulcrum Wealth and Insurance Solutions, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm delivers tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Randall Giorgi is a CFP® with 41 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Santa Maria, CA. His career includes roles at New York Life and Nylife Securities Inc., where he has been active since the mid-1980s, as well as ownership of Central Coast Visionary Insurance & Financial Services LLC. He also brokers non-registered insurance products through various outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types within an integrated New York Life affiliate structure.

Collie Coburn Jr. is a financial advisor with Eagle Strategies (NY Life) based in Santa Maria, CA. He holds the Series 63 and Series 66 designations and has eight years of industry experience. Coburn is also the owner of Fulcrum Wealth and Insurance Solutions, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with the majority of assets managed on a non-discretionary basis.