Jade Thelin is a financial advisor with Eagle Strategies (New York Life) based in Portland, Oregon, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Eagle Strategies since 2017 and New York Life since 2009, with prior experience at Southern Ridge Wealth and currently operates Legacy Wealth Partners, Inc. Outside of advisory work, she serves as a board member of the Southern Highlands Golf Club in Las Vegas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate structure.

Jeffrey Gale is a financial advisor with Eagle Strategies (NY Life) based in Portland, OR. He holds the CFP® designation and has eight years of industry experience. Since 2025, he has operated under the DBA Legacy Wealth Partners, Inc. to service clients with insurance and financial products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives while managing the majority of its assets on a non-discretionary basis.

Jared Tevis is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Eagle Strategies (NY Life) and has been with New York Life Insurance Company and NYlife Securities LLC since 2015. Jared serves as a board member of the National Football Foundation's Oregon Chapter, a nonprofit that provides scholarships to high school student-athletes. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored advice and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nathan Engstrom is a CFP® professional with over 31 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2006 and currently operates under Legacy Wealth Partners, Inc. Engstrom also holds a notary public commission. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services tailored to specific client and plan sponsor objectives.