Patrick Battersby is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Phoenix Power and is currently a member of Atlantic Planning Group, LLC, where he engages in investment-related activities under a registered investment adviser. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Adham Sabek is a financial advisor with Eagle Strategies (NY Life) in Vienna, VA, holding a Series 66 designation and five years of industry experience. He has worked with Eagle Strategies since 2021 and is also associated with B & H Financial Services Inc. dba Beaini Financial Solutions. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Aida Castro is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Tucson, AZ. She has a longstanding career at New York Life Insurance Co. and its related entities since 2012 and operates her own advisory practice, AIDA Castro Wealth & Legacy. Outside of her advisory role, she is also active as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm offers multiple program types tailored to client and plan sponsor objectives, with most assets under management handled on a non-discretionary basis.

Omero Catan IV is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 66 license, with 17 years of industry experience. He has been associated with New York Life and its affiliated entities since 2008. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Reese is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he serves as the public announcer for Lone Peak High School Football and is a volunteer bishop for a local church ward. 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 program types tailored to client objectives, with most assets managed on a non-discretionary basis and a significant focus on retirement investors.

Tsuneko Nakatani is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her career includes roles at Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. She volunteers with the Renton Chamber of Commerce, promoting local business networks. 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 tailored advice via multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Aman Goel is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials, with 11 years of industry experience. He has operated Goel Financial since 2018 and has been affiliated with New York Life and its related entities since 2013. Outside of advisory work, he serves as president of a local networking chapter, BNI Gateway, and leads Goel Management Group, which supports staffing and event management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with a focus on non-discretionary management and fiduciary responsibilities within the New York Life affiliate structure.

Rahim Solehdin is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, Nebraska, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with Eagle Strategies since 2023 and has a background at NYLife Securities and New York Life Insurance Company dating back to 2013. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Marcus Hester is a financial advisor with Eagle Strategies (NY Life) based in Evansville, IN, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked with Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2012 and operates under The Hester Group for insurance brokering and New York Life product services. Outside of his advisory work, Hester serves on the boards of several local organizations including the Ivy Tech Foundation, Evansville Brownfields Corporation, Evansville Day School, and the Evansville Endowment Fund, and coaches middle school basketball. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers a variety of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis, and maintains integrated operations within the New York Life affiliate structure.

David Brown is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 42 years of industry experience, including roles at Brown Financial Services since 2012 and Eagle Strategies Corporation since 2001. Brown is also engaged in brokering fixed insurance products for various carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a focus on non-discretionary asset management and fiduciary responsibilities.

Karlene Mullings is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior work includes roles at FHC Investments Limited and VM Wealth Management Limited. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and works extensively with non-discretionary assets and a broad range of plan sponsors.

Juan Garcia is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Tri-Mountain Financial Group, Inc., Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he is a partner in a corporation involved in real estate investment. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Warren Bradley is a financial advisor with Eagle Strategies (NY Life) in Shreveport, LA, holding a Series 66 designation and having 12 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with NYLIFE Securities LLC and TFG Financial, LLC for over a decade. Outside of his advisory roles, he serves as a board member at Southfield School, contributing to policy and decision-making. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Steven Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Denver, Colorado. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bluegreen Vacations, and Stratos Global. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Joseph Fulkerson is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and Series 63 designations. He has 49 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the early 1970s, and has operated his own firms, including Fulkerson Financial Group and Eldenstreet Financial. He is also a partner at Eldenstreet Financial, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while operating within an integrated New York Life affiliate structure.

Austin Bustamante is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked with firms including Blue Cedar Financial and Insurance Solutions and Generations Capital Strategies & Insurance Solutions. He is also involved in insurance brokering through his DBA, Blue Cedar Financial and Insurance Solutions, focusing on New York Life products and other insurance services. 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 program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Kyle Jahng is a financial advisor with Eagle Strategies (New York Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies since 2011 and affiliated with New York Life Insurance Company since 2002. Outside of his advisory work, he is the owner of Live Together, Grow Together, a nonprofit leadership coaching initiative delivered via Zoom on weekends. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored advice and predominantly managing assets on a non-discretionary basis.

Eli Burrows is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 2015. Eagle Strategies serves a diverse client base including individual investors, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Rosanne Gentile is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has over 32 years of industry experience, including roles at Gentile Financial Group and Avenue Wealth Management. Her work involves brokering non-registered insurance products alongside her advisory duties. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to meet client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Thomas Casey is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses. He has 11 years of industry experience and operates his own firms, Casey Barrett Financial & Insurance Services and Rhythmic Financial & Insurance Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm delivers tailored advice through various program types and manages a predominantly non-discretionary asset base within an integrated New York Life structure.