Robert Rockett Jr. is a financial advisor with Eagle Strategies (NY Life) based in Raymond, WA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked with Eagle Strategies since 1999 and has operated his own firm, Rockett & Son, LLC d/b/a Rockett Financial, since 2019. Outside of his advisory work, he is involved in insurance brokering and holds ownership interests in timber land through Rockett Adventures, LLC. Eagle Strategies serves a diverse client base that includes individual investors, retirement plans, charitable, and corporate clients. The firm provides a range of advisory services, emphasizing tailored financial planning, investment management, and retirement plan consulting primarily on a non-discretionary basis.

David Rockett is a financial advisor with Eagle Strategies (NY Life) in Raymond, Washington, holding a Series 66 designation and seven years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. since 2019 and previously held roles at Rognlins, Quigg Brothers Inc., and S.E.A. Construction. Outside of his advisory work, Rockett serves as a board member for the Willapa Community Development Association and the Willapa Harbor Chamber of Commerce and co-owns Rockett Farms LLC, a small tree and cattle farm. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides a variety of program types tailored to client objectives and emphasizes non-discretionary asset management, operating within an integrated New York Life affiliate structure.

Francis Majeski III is a financial advisor with Edward Jones in Raymond, WA, holding a Series 66 credential and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.