Jonathan Mead is a financial advisor with Eagle Strategies (NY Life) based in W Baraboo, Wisconsin. He holds Series 63 and Series 66 licenses and has 14 years of experience in the industry. Mr. Mead is the owner of Firm Foundation Wealth & Retirement Solutions, LLC, and has experience investing in a local tourist attraction, Dells Escape Rooms. He also provides consulting services to escape room owners through JGM Consulting, LLC. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various program types tailored to client objectives, with the majority of assets under management held on a non-discretionary basis, and maintains relationships with numerous institutional sponsors within the integrated New York Life affiliate structure.

Darren Schwinefus is a financial advisor with Eagle Strategies (NY Life) based in West Baraboo, WI, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been associated with New York Life and its affiliated entities since 2009 and operates Firm Foundation Wealth & Retirement Solutions, LLC, focusing on New York Life products and non-registered insurance offerings. Schwinefus serves as a board member for Community Christian School, participating in monthly budget and operational reviews. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals and institutions. The firm emphasizes tailored recommendations across various program types and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life structure.