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Tyler Y

Series 63, Series 65

Lovelady, TX

Eagle Strategies (NY Life)

Tyler Young is a financial advisor with Eagle Strategies (NY Life) based in Lovelady, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Eagle Strategies LLC since 2022 and is also associated with Cloud Wealth Strategies, LLC and Innovative Wealth Strategies LLC. Outside of his advisory work, Young owns and operates a cattle ranch in Texas. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Chester H

Series 63, Series 65

Trinity, TX

Ameritas Advisory Services, LLC

Chester Hansen III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas in various capacities since 2002, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp. He is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Trevor M

CFP®, Series 66

Trinity, TX

Edward Jones

Trevor McCarley is a CFP® with eight years of industry experience, currently advising at Edward Jones. Prior to joining Edward Jones, he worked at JayKay Wealth Advisors, LPL Financial, Wells Fargo Bank, and WELLS FARGO Advisors. He is also a part owner of a family timber property in Richmond, TX. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard with a large national network of advisors and branch offices.

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing Intergenerational Families
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