Diane Wesbecher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63 and Series 65 registrations and has 26 years of industry experience. Diane has been affiliated with New York Life Insurance Company since 2000 and with Nylife Distributors LLC since 2003. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria.

Timothy Lavino is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 17 years of industry experience. Lavino has been with Eagle Strategies since 2013 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2009 and 2008, respectively. Eagle Strategies serves individual and institutional clients by offering 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 assets on a non-discretionary basis.

Ryan Faulkner is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX, holding Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Eagle Strategies since 2019, Nylife Securities LLC since 2012, and New York Life Insurance since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable, and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored solutions and primarily managing assets on a non-discretionary basis.

Patrick Haggerty Jr. is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Inc., and he is currently associated with Harborpoint Financial & Insurance Services and Capital Edge Insurance & Financial Services, Inc. Outside of financial advising, he competes part-time on the Professional Bowlers Tour at regional and national levels. 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 through a large network of advisors, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Colleen Stutz is a financial advisor with Eagle Strategies (NY Life) based in Fairfax, VA, holding the ChFC® and Series 63 credentials and bringing 25 years of industry experience. She has been affiliated with New York Life Insurance Co. since 2001 and operates Sonrise Strategies, LLC, through which she sells New York Life products and brokers non-registered insurance products. Outside of her advisory work, Stutz serves on the boards of BetterALife, a nonprofit providing meals for hungry families, and the Purcellville Business Association. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and benefit plans, and charitable organizations. The firm provides multiple program types and emphasizes tailored advice, managing most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Walter Dance is a financial advisor with Eagle Strategies (NY Life) based in Glen Allen, VA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his career in financial services, he spent 11 years operating Dance's Sporting Goods. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Robert Theisen Jr. is a financial advisor with Eagle Strategies (NY Life) in Gilbertsville, PA, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and has been affiliated with Eagle Strategies since 2024. Outside of his advisory role, he is active in community service, serving as an officer for the United Way of Boyertown, a board member of the Boyertown Area Historical Society, and a volunteer supporting Perkiomen School and the Salvation Army of Boyertown. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis, with a focus on tailoring solutions to client objectives and plan sponsor criteria.

Michael Golosovker is a financial advisor with Eagle Strategies (NY Life) based in Hollis, NH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. He operates Champion Financial Strategies & Insurance Solutions, focusing on brokering non-registered insurance products. Golosovker is also a passive investor in Noteworthy Chocolates, LLC, a company offering custom engraved chocolates. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis within the New York Life affiliate structure.

Eric Maher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has founded Diversified Services and has worked with notable firms including Northwestern Mutual and Cetera. Outside of advisory work, Maher serves in the New York State Assembly. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Christopher Cloutier is a financial advisor with Eagle Strategies (New York Life) who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has been affiliated with New York Life and its related entities since 1990, and he also operates Retiree Financial and Insurance Service, brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Seungjin Seok is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2023, and has prior experience with New York Life and Nylife Securities LLC dating back to 2012. Outside of his advisory work, Seok serves on the advisory board of the Korean American Special Education Center, which supports individuals with developmental disabilities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors within an integrated New York Life affiliate structure.

Allison Metheny is a ChFC® and holds a Series 66 license, with six years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has worked in various capacities at related firms since 2017. Allison serves as a New Member Experience Advisor for the Alpha Gamma Delta Sonoma State Chapter, where she supports leadership development and education among collegiate women. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers tailored advisory solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Drynan is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2008, he has operated Drynan Strategic Financial Solutions, a firm brokering non-registered insurance products through various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and specializes in advisory services connected to insurance and annuity products within the New York Life affiliate structure.

Steven Meier is a financial advisor with Eagle Strategies (NY Life) based in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Cardinal Financial Advisers, LLC since 2008 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 1992. Meier serves as a board member of The Catholic Foundation, where he is Vice Chair of the Executive Committee and Chair of the Investment Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual, institutional, and charitable clients. The firm offers multiple advisory programs, emphasizing tailored recommendations and managing a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Pettine is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 12 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Pettine volunteers as a swim coach for the Easton Special Olympics. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered through multiple program types, primarily managing assets on a non-discretionary basis and working with both individual and institutional clients.

Michael Verser is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, AR, holding Series 63 and Series 66 licenses, with 12 years of industry experience. He has worked at Eagle Strategies since 2020 and is also the owner of VerSer Financial Group, LLC, through which he brokers non-registered insurance products. Verser is engaged in insurance brokering activities, including disability insurance policies through specialized brokerage firms. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types, including fee-based advice and co-advisory relationships, with a focus on tailored solutions and primarily non-discretionary asset management.

Cleidson Rangel is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Global Carbon Consulting and XP Asset Management, as well as a decade with Manulife Investment Management. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis.

Adam Zandonella is a financial advisor with Eagle Strategies (New York Life), holding Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Bain Capital LP and has roles with McGuire & Wright Financial Group LLC focused on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services that emphasize tailored recommendations and primarily non-discretionary asset management.

Benjamin Kujawa is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with NYLIFE Securities LLC and New York Life since 2012. 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 multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.