Eugenia Hernandez Monteverde is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her prior work includes roles at Nylife Securities LLC and New York Life Insurance Co, where she has been employed since 2014. 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 and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis.

Lilia Arandela is a financial advisor with Eagle Strategies (NY Life) in Corpus Christi, TX, holding the ChFC® designation and Series 63 license. She has 29 years of industry experience, including long-term roles at New York Life Insurance Company and its affiliated entities since 1996. Outside of her advisory work, she serves as an officer of the Coastal Bend Filipino American Association, promoting Filipino culture and heritage, and is involved in local industry efforts as a board member of the National Association of Insurance and Financial Advisers – Corpus Christi chapter. Eagle Strategies serves a broad client base including individual investors and institutional retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types within an integrated New York Life affiliate structure.

Thomas Herlong Sr. is a ChFC® with 33 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles at The Herlong Financial Group LLC and Herlong & Doran Financial Group, LLC. Outside of his advisory work, he serves as Chairman of the Finance Committee at Harmony United Methodist Church and holds board positions with the Aiken Symphony Orchestra and the Ridge Healthcare Foundation, among other community roles. 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 recommendations and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Kathy Ko is a ChFC® with eight years of industry experience, currently serving as a financial advisor with Eagle Strategies (NY Life) since 2025. She has held roles at Nylife Securities LLC and New York Life Insurance Co. since 2019, and previously worked at Estée Lauder Companies and Neiman Marcus. Ko volunteers as an election officer for Fairfax County, assisting with general and special elections. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a majority of assets managed on a non-discretionary basis.

James Adkins Jr. is a financial advisor at Eagle Strategies (New York Life) with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Mahoney Financial Organization and Strategic Financial Associates. In addition to his advisory role, he is involved in operating Strategic Financial Associates, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis through multiple program types within an integrated New York Life affiliate structure.

Kerry Matthews is a financial advisor with Eagle Strategies (NY Life) in Lakeville, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Matthews is also the owner of North Range Financial LLC, a sole proprietorship through which he brokers non-registered insurance products. 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 and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Linh Mai is a financial advisor with Eagle Strategies (NY Life) based in Houston, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at Aramco Services Company and several other organizations. 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 solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Matthew Harper is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company since 2002. Harper operates under his own firms, Harper Financial Group and Burckhard Financial Group, which provide services related to New York Life products and non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored advice through multiple programs, emphasizing primarily non-discretionary asset management within an integrated New York Life affiliate structure.

Samuel Froehlich is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Eagle Strategies since 2013 and is also associated with Avenue Wealth Management and Manifest Wealth. Outside of advising, he serves as a board member for Waterfront Academy, a Montessori school in Washington, D.C. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Martin Hagge is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. He has worked at V Capital, LLC D/B/A V5 Capital since 2025 and has been affiliated with Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and 2022, respectively. Outside of his advisory role, he owns J6 Ranch LLC, which raises and trains calf roping horses for the equine industry. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs with an emphasis on tailoring recommendations to client objectives and primarily manages assets on a non-discretionary basis.

Courtney Ruiz is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has been associated with Eagle Strategies since 2023 and also operates Veritas Financial Strategies, LLC, where she sells New York Life products and services. Outside of her advisory role, Ruiz serves as an election judge in Washington County, Minnesota. 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 multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Mathew Steward is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has operated Stewardship Financial Group, Inc. since 2014 and has been affiliated with New York Life Insurance Company and its related entities since 2009. Steward volunteers with the Children's Cancer Center, a nonprofit supporting families of pediatric cancer patients, and is a member of the BNI Tampa networking group where he facilitates weekly meetings. 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 various advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sophia Sekinda Panko is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 12 years of industry experience, working with Eagle Strategies since 2021 and with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of her advisory role, she owns So.phee Stitches, a craft business that sells handmade crochet items at community markets. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Umihiko Saito is a financial advisor with Eagle Strategies (NY Life) in Perrysburg, OH, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Eagle Strategies since 2009 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company, both since 2006. 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 recommendations and manages a substantial portion of its assets on a non-discretionary basis.

William Butler is a ChFC® credentialed financial advisor with 25 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and operates Mahoney Financial Organization, LLC, where he sells New York Life products and services. Butler also serves as an insurance broker for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Megan Davenport is a financial advisor with Eagle Strategies (NY Life) in Metairie, LA, holding a Series 66 designation and seven years of industry experience. She has worked with Eagle Strategies since 2019 and operates Davenport Wealth Strategies, focusing on New York Life products and brokering non-registered insurance offerings. Outside of her advisory role, she serves as a board member of the LSU National L Club, an organization supporting former varsity athletes and staff, and is active as a travel and lifestyle content creator and influencer. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and delivers advice primarily on a non-discretionary basis, integrating advisory services with insurance and annuity products within the New York Life affiliate structure.

Jade Thelin is a financial advisor with Eagle Strategies (New York Life) based in Portland, Oregon, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Eagle Strategies since 2017 and New York Life since 2009, with prior experience at Southern Ridge Wealth and currently operates Legacy Wealth Partners, Inc. Outside of advisory work, she serves as a board member of the Southern Highlands Golf Club in Las Vegas. 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 multiple program types and emphasizes tailoring recommendations to client objectives and fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis within a New York Life affiliate structure.

Jessica Squadroni is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. She has worked with Eagle Strategies since 2023 and has prior experience at NYLIFE Securities LLC and Barilotti Wealth Strategies. Before entering the financial services industry, she spent five years with IBEW Local Union 98. 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 a range of advisory services through multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

David Eggleston is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding CFP® and Series 66 credentials and 26 years of industry experience. His career includes roles at Capital Investment Group, Future Financial Partners, and New York Life affiliates. He is also an insurance broker, placing non-registered insurance products through outside carriers when appropriate. 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 tailored to client objectives and manages a significant portion of assets on a non-discretionary basis.

Xin Wang is a CFP® professional with 22 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Houston, TX. Wang has worked with New York Life Insurance Company and its affiliates since 2004 and operates Abacus Financial Strategies LLC for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through various program types and fiduciary responsibilities.