Carlos Uriarte

Angela Henderson is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. She has over 20 years of experience, including roles at The HomeTown Bank of Alabama and NYLIFE Securities LLC. Henderson is also associated with Wilson, Gregory & Henderson, LLC. Eagle Strategies LLC is an SEC-registered investment adviser serving individual investors, high-net-worth households, and employer-sponsored retirement plans through a network of more than 2,400 investment adviser representatives. The firm offers financial planning, retirement plan consulting, co-advisory and solicitor arrangements, and wrap-fee programs, with a focus on tailored solutions and primarily non-discretionary asset management.

Brigham Barker is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles that include management of model portfolios and oversight of affiliated sub-advisers.

Sarah Thomas is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Her previous roles include positions at Wells Fargo Clearing, Proequities, Inc., and First Advisors Capital, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Eric Cantrell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and Cambridge Investment Research, Inc. since 2014. Outside of his advisory role, Cantrell is involved in insurance and employee benefits consulting and is also a writer and speaker. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment strategies including model portfolios and third-party sub-advisers.