Scott Odell is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA. He holds a Series 66 designation and has five years of industry experience. Odell has been affiliated with Deloach, Odell & Associates and Eagle Strategies since 2021, and with New York Life and NYLIFE Securities since 2020. He operates under the DBA name Deloach, Odell & Associates for the purpose of selling New York Life products and services and is involved in insurance brokering activities. 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 advice and delivers solutions through various programs, managing most assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

Matthew Ragan is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he served for 14 years at the Vidalia Fire Department and continues to be active as a volunteer firefighter for Toombs County. He is also commissioned as a notary public. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, working primarily with non-discretionary assets within an integrated New York Life affiliate structure.

Kevin Odell is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) and has 41 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1985 and has been a principal at Deloach, Odell & Associates, LLC since 2010. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within the New York Life affiliate structure.

William Harn is a financial advisor with Primerica Advisors in Reidsville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and operates his own legal entity, William J Harn LLC, for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Aarti Patel is a financial advisor with Primerica Advisors, holding Series 63, Series 65, and Series 66 designations, and has two years of industry experience. She has worked with firms including Northwestern Mutual Investment Services LLC and Xel Advisors. Primerica Advisors is a large-scale firm that manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and operates with approximately $15.5 billion in assets under management.

Nathan Daniel is a Series 66 licensed advisor with Primerica Advisors, based in Reidsville, GA, and has three years of industry experience. His prior roles include positions at Thrivent Financial and Senior Life Insurance Company. Outside of his advisory work, he serves as Treasurer on the board of the Dublin Youth Vocal and Orchestra nonprofit. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.