Penny Righthand is a financial advisor with Eagle Strategies (New York Life) based in Oakland, CA. She holds Series 63 and Series 65 licenses and has 38 years of industry experience. She has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1987. Outside of her advisory work, she is writing a romance novel. 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 tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a focus on defined contribution and benefit plans as well as charitable and corporate clients.

David Lewis is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to his current role, he worked at Larsen Financial Services for five years. Outside of advising, he volunteers with Money Management Educators, Inc., providing educational workshops to corporate employees. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Nga Huynh is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS. She holds Series 63 and Series 66 licenses and has 11 years of experience in the industry, including roles at NYLIFE Securities LLC and New York Life since 2014. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Sylvestre Beltran is a financial advisor with Eagle Strategies (NY Life) based in Palm Desert, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Securities LLC and New York Life Insurance Company. He is also involved in insurance brokering, assisting clients with insurance options outside those offered by New York Life. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Mark Kissinger is a financial advisor with Eagle Strategies (NY Life) based in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Eagle Strategies, New York Life Insurance Company, and Jeff Baird Allstate. Outside of his advisory work, he volunteers with the Radio Goats Football Podcast, focusing on Celina football through interviews and seasonal coverage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daisy Wang is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. She has eight years of industry experience, including roles at NYLIFE Securities, LLC and New York Life Insurance Co. Wang also brokers non-registered insurance products with outside carriers. 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 various program types and focuses primarily on non-discretionary advisory relationships.

Trevor Houston is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 65 credentials and over 10 years of industry experience. He has worked with Eagle Strategies since 2026 and operates Clearpath Wealth Strategies LLC, where he brokers non-registered insurance products. Outside of his advisory activities, Trevor owns Boundless Breakthrough Media, a personal brand focused on speaking, content creation, and affiliate marketing related to lifestyle and personal development. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Raymond Lemke is a financial advisor with Eagle Strategies (NY Life) based in Eugene, OR. He holds Series 63 and Series 65 designations and has 43 years of industry experience, including long tenures with Nylife Securities Inc. and New York Life Insurance Company. He serves on the board of the Bethesda Church Foundation. 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 tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Rodney Archer is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding a Series 66 designation and one year of industry experience. He has worked at Eagle Strategies and several New York Life affiliated entities since 2024. Outside of his advisory work, Archer serves as an instructor abroad with the USAID-funded Farmer to Farmer Program and holds board roles with Tennessee Members 1st and the Alliance for American Leadership, a nonprofit focused on U.S. foreign aid. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing a substantial portion of assets on a non-discretionary basis and maintaining fiduciary duties in retirement plan recommendations.

Kory Brown is a financial advisor with Eagle Strategies (NY Life) in Fresno, CA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and its affiliates since 2013 and operates Strategyze Financial & Insurance Solutions. Outside of advisory work, Brown hosts a weekly podcast focused on the San Francisco 49ers and NFL discussions and volunteers as an assistant coach for a local youth soccer team. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Lamsfuss is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with New York Life Insurance Co and Nylife Securities Inc. since 2006. Outside of his advisory role, he is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice delivered mainly on a non-discretionary basis.

Mark Cernicky is a CFP® and CFA® with 13 years of industry experience, currently serving at Eagle Strategies (NY Life). He has held roles at Principal Global Investors and other affiliated firms. Cernicky is a board member of the West River Estate and Financial Planning Council, which organizes financial planning seminars attended by professionals from various fields. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types tailored to client objectives and specializes in non-discretionary asset management within an integrated New York Life affiliate structure.

William Gammon is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 11 years of industry experience, currently serving clients in Harrisburg, PA. His career includes roles at Nylife Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily with a non-discretionary asset base.

Scott Odell is a financial advisor with Eagle Strategies (NY Life) based in Claxton, GA. He holds a Series 66 designation and has five years of industry experience. Odell has been affiliated with Deloach, Odell & Associates and Eagle Strategies since 2021, and with New York Life and NYLIFE Securities since 2020. He operates under the DBA name Deloach, Odell & Associates for the purpose of selling New York Life products and services and is involved in insurance brokering activities. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through various programs, managing most assets on a non-discretionary basis and maintaining fiduciary responsibilities to retirement investors.

Elizabeth Hebert is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Eagle Strategies, she worked at Sam Hebert Financial Group and NYLIFE Securities LLC. Outside of her financial advisory role, she teaches yoga and provides ontological coaching services, and she volunteers on the planning committee for the American Cancer Society Hope Ball. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering 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.

Marisa Sounde is a financial advisor with Eagle Strategies (NY Life) in Delavan, WI, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She has held roles at Eagle Strategies, Sounde Financial Group, Nylife Securities LLC, and New York Life Insurance Co. Outside of her advisory work, she serves as Vice President on the board of the Geneva Lake West Chamber of Commerce and hosts a podcast titled "Shine Your Light - Finding Your Inner Voice." Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers various programs tailored to client objectives, emphasizing non-discretionary management and fiduciary responsibilities, within the integrated New York Life affiliate structure.

Gerard St Cyr is a financial advisor with Eagle Strategies (NY Life) in Long Branch, NJ, holding a Series 66 credential and bringing 10 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he is an author of books on empowering women and wine, a founder of Women.Wise, and serves as a hockey referee for local clubs. 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 emphasizes tailored recommendations across various program types and manages a substantial portion of its assets on a non-discretionary basis.

Scott Hurlbut Sr. is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Eagle Strategies since 1999 and also works with H&H Financial Group. Outside of advising, he brokers health and life insurance and is involved with H H Squared Partners, LLC as a member. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services connected to insurance and annuity products.

Linda Poole is a financial advisor with Eagle Strategies (NY Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and with nine years of industry experience. She has worked with New York Life Insurance Company, NYLIFE Securities LLC, and currently operates Victory Formation Insurance and Financial Services, LLC. Outside of her advisory role, Poole volunteers as a board member of Safe Harbor, an organization serving individuals affected by domestic violence, and is active in the Delta Sigma Theta Sorority, a service sorority focused on community service. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm offers tailored solutions through various program types, emphasizing fiduciary responsibilities and largely managing assets on a non-discretionary basis.

Sandra Gill is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Nylife Securities LLC, New York Life Insurance Company, and Eagle Strategies since 2014. Outside of her advisory work, she owns a rental property where she rents a room to a family member. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.