Toan Dinh is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sunrun and Vinifera Imports. Additionally, he serves as a Notary Public in Massachusetts. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jennifer Joseph is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Her background includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and FM Global. She is also involved with the United States Youth Volleyball League. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bruce Usher is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been associated with New York Life since 1983 and founded Usher & Associates, LLC and Usher Benefits, which focus on insurance brokering. Outside of advising, he serves on the board of the office condo association where his office is located. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing 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.

Luis Lopez Jr. is a financial advisor at Eagle Strategies (NY Life) based in Frisco, TX, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with NYLIFE Securities LLC, New York Life Insurance Company, and Amazon. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Jeffrey Kao is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Eagle Strategies since 2021 and maintains ongoing roles with Hicap Financial, Nylife Securities Inc., and New York Life Insurance Company. Outside of his advisory work, he is a partner in Sweet Creams, a mobile ice cream business, and serves as a board member for Junior Achievement of Hawaii, an organization focused on financial literacy education for underserved youth. Eagle Strategies serves a wide range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing client objectives and fiduciary duties, particularly in its work with non-discretionary assets and institutional plan sponsors.

Monique Lee is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been affiliated with New York Life Insurance Company and its related entities since 2017. Lee serves as a board member of the National Association of Insurance and Financial Advisors (NAIFA), assisting with onboarding new members to the Alaska chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

David Rosen is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL. He holds a Series 66 designation and has 10 years of industry experience with prior roles at Equitable Advisors and AXA Advisors. Outside of his advisory work, he is the owner of two dormant online business entities. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through multiple program types and emphasizes customization based on client objectives, managing the majority of its assets on a non-discretionary basis.

Alisha Gillette is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 10 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. She also operates Sparrow Financial and Insurance Services, brokering non-registered insurance products alongside her advisory work. 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 representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.

Timothy Leahy is a financial advisor with Eagle Strategies (NY Life) based in West Newbury, MA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his financial career, he participates in spiritual direction, meeting with individuals to discuss their spirituality and relationship with God. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, primarily managing assets on a non-discretionary basis.

Brian O'Leary is a financial advisor with Eagle Strategies (NY Life) based in Bridgewater, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Eagle Strategies since 2019 and operates Semper Financial Group, LLC for brokering non-registered insurance products. Outside of advising, O'Leary volunteers with the ETS Sponsorship Program to assist transitioning military personnel and serves on the board of Fisher House Boston, which provides lodging for servicemembers and their families receiving medical care. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. The firm offers various advisory programs and emphasizes tailoring recommendations while managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Wyatt II is a financial advisor with Eagle Strategies (New York Life) based in Greenville, SC, holding Series 65 and Series 63 licenses and possessing 20 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and operates Wyatt Brothers Financial LLC since 2013. Wyatt serves as a deacon at Holland Park Church in Simpsonville, SC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored advice across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Charan Khurana is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds a Series 66 designation and has 22 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2012. Outside of his advisory role, he is also involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.

Barbara Whitmore is a financial advisor with Eagle Strategies (NY Life) based in North Ridgeville, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company since 2002. Outside of advisory services, she is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Curtis Christensen is a ChFC® with 34 years of industry experience, currently serving with Eagle Strategies (NY Life) since 2016. He has been affiliated with New York Life and Nylife Securities LLC since 2007. Outside of his advisory role, he owns and operates a light hauling and pet transportation business. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Kelly Jahner is a financial advisor with Eagle Strategies (NY Life) based in Mandan, ND, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with Eagle Strategies since 2016 and owns a business operating under the name Premier Wealth Strategies, focused on selling New York Life products and brokering non-registered insurance products. Prior to this, she was affiliated with Premier Financial Group and Nylife Securities LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kenneth Price is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with Nylife Securities, LLC, and New York Life Insurance Company since 2008. Outside of his advisory role, he serves on the board of the Highmark Caring Foundation Purse Gala, helping organize an annual charitable event. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Christine Schader is a financial advisor with Eagle Strategies (New York Life) based in Coeur d'Alene, Idaho. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Christine is also the owner of SoulTuned LLC, where she works as a life and happiness inspirational speaker, coach, and author of *The Happiness Connection*. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Leroy Twisdale V is a financial advisor with Eagle Strategies (NY Life) based in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been affiliated with Eagle Strategies since 2011 and has worked with New York Life Insurance Co. and Nylife Securities Inc. since the early 2000s. Outside of his advisory role, Twisdale is involved in community and nonprofit activities, including serving on the board of Fearfully and Wonderfully Made, a nonprofit supporting families with newborns requiring NICU care, and participating in a car club focused on restoring and auctioning antique vehicles. He also assists with a tool sales business alongside his family. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations through multiple program types and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael Brown is a financial advisor with Eagle Strategies (NY Life) based in Hamilton, MO, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has operated Himmelberg-Brown & Associates since 2003 and has been associated with Nylife Securities Inc. since 1995. Outside of advisory work, Brown is involved in cattle production and serves on several local boards, including the J.C. Penney Memorial Library & Museum Maintenance Trust and the Hamilton Methodist Church board. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors, institutional clients, and retirement plans, delivering tailored advice primarily on a non-discretionary basis within a New York Life affiliate structure.

Gurgen Bakhshiyan is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been affiliated with Nylife Securities LLC since 2011 and New York Life Insurance Company since 2004. 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 regulatory assets on a non-discretionary basis.