Stephen Griffin is a CFP® with 23 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Sarasota, FL. He has held roles at Full Spectrum Financial Group and Ordonez & Griffin Financial Group, and has been associated with New York Life Insurance Company since 2002. Griffin is also the owner of a business that brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Joshua Gonzalez is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has worked at Eagle Strategies since 2018 and operates the firms Blueprint for Financial Success and Modern Wealth Strategies, LLC, through which he sells New York Life products and brokers non-registered insurance products. Gonzalez serves on the Board of Advisors for The American College Alumni Association, supporting alumni recognition and recruitment efforts. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types including financial plans, retirement consulting, and advisory solutions tied to insurance and annuity products.

Leon Kearse is a financial advisor with Eagle Strategies (New York Life) in Maitland, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Equity Services, National Financial Services Group, Park Avenue Securities, Guardian Life Insurance, and JPMorgan Securities. He has served in the United States Army Reserves since 2008. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Silas Parker is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at various firms including Wes Young & Associates and operates his own LLC, Silas Parker & Associates. Outside of advising, Parker serves as a volunteer youth sports coach and is a board member of the Synergistic Planning Association; he is also involved in creative pursuits such as composing and recording music. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored advice across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities for retirement plans.

Ambyr Capps is a financial advisor at Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She maintains an active occupational therapy license and works on a part-time, as-needed basis providing therapy services at Health Management Group and CRG Therapy Group. Additionally, she serves as an administrator for the DFW Network of Women, a local networking group. 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 representatives. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

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.

Adam Sheldon is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and spent time at Crown Wealth Advisers, LLC. Outside of advising, he is an inventor with a patented personal grooming device. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, supporting a wide range of client types including defined contribution and benefit plans.

Wei Xue is a financial advisor at Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses with seven years of industry experience. Wei has held roles at several firms including OpenWin Financial & Insurance Services LLC, Golden Summit Insurance & Financial Center Inc., and New York Life Insurance Co. Additionally, Wei is a notary public of Massachusetts and operates as an insurance broker for non-registered products. Eagle Strategies serves a broad client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers a range of programs such as fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring recommendations to meet client and plan sponsor objectives.

Kaleigh Hayes is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at TD Bank N.A. and TD Private Client Wealth LLC. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory program types and integrates its services with insurance and annuity products through its affiliation with New York Life.

Zachary Tally is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Cypress Legacy Group and New York Life Insurance Co. since 2012. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Rick Stivers is a financial advisor with Eagle Strategies (NY Life) based in Due West, SC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 1988 and has operated his own firm, Stivers Financial and Insurance Services, LLC, since 2009. He serves as a director of the Aiden Foundation, a nonprofit organization. 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 multiple program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis.

Dina Hartnett is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Hartnett has also been involved with Barilotti Wealth Strategies & Insurance Solutions, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a broad mix 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 within an integrated New York Life affiliate structure.

Tyler Zeplowitz is a financial advisor with Eagle Strategies (NY Life) in Williamsville, NY, holding Series 65 and Series 63 credentials and one year of industry experience. His background includes roles at NYLIFE Securities LLC, New York Life, and prior experience outside finance in retail and education. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of plan sponsors and investors.

Willie Vaughn is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, MS, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Eagle Strategies since 2023 and has been involved with Wise Financial Group, LLC since 2016. Outside of his advisory work, he serves as president of a deer hunting camp and is a pastor-coordinator for Triple M Ministries, a church and missions organization. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, working closely with defined contribution and defined benefit plans as well as charitable and corporate clients.

Connor Nutt is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX, holding Series 63 and Series 66 licenses. He has six years of industry experience and has been affiliated with Eagle Strategies and New York Life since 2023 and 2019, respectively. Nutt is a partner involved in insurance brokering for non-registered products through Maus and Associates. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anastasios Marros is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at multiple firms including Wells Fargo and New York Life Insurance Company. Outside of his advisory role, he owns and operates CLT Wrist, LLC, a business involved in buying and selling luxury watches. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, primarily providing non-discretionary asset management through a broad network of affiliated advisers.

Souheir Alrachid is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors and Farmers Financial Solutions. She serves as a board member of the Baccash Family Foundation, which provides grants to several healthcare and community organizations. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach within the New York Life affiliate structure.

Rachel Wilder is a financial advisor with Eagle Strategies (NY Life) in Alpharetta, GA, holding the CFP® and ChFC® designations with 27 years of industry experience. She has worked with New York Life and its affiliated firms since 2005 and currently operates Wilder Wealth Strategies, LLC. Wilder also serves as a member and group leader of ProVisors, a national professional networking organization. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages assets predominantly on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Mark Selvaggi is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with Eagle Strategies since 2023 and has longstanding ties to New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he is a member of the Satuit Boat Club, a nonprofit organization in Scituate, MA. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a variety of advisory services such as financial planning, investment management, and retirement plan consulting, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Toan Thai is a financial advisor with Eagle Strategies (NY Life) in Rosemead, CA, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and retirement investors.