William Turner is a financial advisor with Eagle Strategies (NY Life) based in Ponte Vedra, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including long-term roles with Nylife Securities Inc. and Franklin Life Insurance Company. Outside of his advisory work, he owns a vending business, is involved in beekeeping through Palm Valley Honey Company, and volunteers with the Boy Scouts of America as a Chartered Organization Representative. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Lee is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at KPG Capital Partners, Bank of America, Merrill, RiverSource Investments, and Columbia Management Advisors. Lee is also appointed as an insurance broker and independently contracts for property and casualty sales with outside carriers. Eagle Strategies serves a broad range of 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, with the majority of its assets managed on a non-discretionary basis.

Caleb Keysor is a financial advisor with Eagle Strategies (New York Life) based in Latham, NY, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior work includes roles at Naked Turtle and Foot Locker, and he has been affiliated with NYLIFE Securities LLC and New York Life since 2018. He has also been involved with Siena College since 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Steve Weaver is a financial advisor with Eagle Strategies (New York Life) in North Bend, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Weaver Financial, LLC, an independent insurance brokerage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, non-discretionary advisory solutions delivered through a network of affiliated representatives.

Sydney Hale is a financial advisor with Eagle Strategies (NY Life) in Larose, LA, holding a Series 66 designation and 16 years of industry experience. She has been associated with Eagle Strategies and related entities since 2012 and has worked with Emerald Wealth Partners LLC and Triche/Doverspike Financial Group, Inc. since 2024 and 2013, respectively. Hale serves as a board member of the New Orleans Estate Planning Council. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice and solutions through multiple program types, emphasizing strategies aligned with client goals and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.

James Jones is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses. He has eight years of industry experience, including roles at Proficient Wealth Strategies, Blueprint for Wealth LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his financial services career, he worked at Villa Antonio Winery and Gateway FS, Inc. Eagle Strategies serves individual and institutional clients, 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 an integrated New York Life affiliate structure.

Joseph Vander Linde is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. He holds a Series 66 designation and has worked with Noble Capital Group, LLC, Eagle Strategies LLC, NYLIFE Securities, LLC, and New York Life Insurance Co. Outside of his advisory role, he serves as Vice President and Board Member of Off the Hook Arts, a nonprofit providing low-cost music education and community performances in Fort Collins, Colorado, and volunteers as a District Finance Manager for Toastmasters International. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and emphasizes fiduciary responsibility, with the majority of its assets managed on a non-discretionary basis.

Thomas Christensen is a CFA® charterholder with 14 years of experience in the financial industry. He has been affiliated with New York Life Insurance Co. and Nylife Securities LLC since 2012 and joined Eagle Strategies in 2022. Outside of his advisory role, he is a member of TACJR, LLC, which facilitates payroll for agent staff employees. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Strum is a financial advisor with Eagle Strategies (New York Life) based in Chicago, IL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His work history includes roles with Eagle Strategies, New York Life Insurance Company, Nylife Securities LLC, and Broadway Asia International. Outside of financial services, he is involved as a partner in producing Broadway Goes A Cappella concerts and serves on the boards of the Marlene Meyerson JCC Manhattan’s 20s and 30s group and Cadence Music NFP, a nonprofit focused on music education and development. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily linked to insurance and annuity products. The firm provides tailored advice through multiple program types, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Renate Knippen is a financial advisor with Eagle Strategies (NY Life) in Chicago, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. She has worked with NYLIFE Securities LLC, Evelin Flaherty Freytas, Mastermind Wealth Strategies LLC, and operated Knippen Enterprises Inc. outside of her current role. 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, delivering advice through various program types tailored to client objectives.

David Hannon is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked with Eagle Strategies since 2017 and has been affiliated with Nylife Securities LLC and New York Life Insurance since 2014. Outside of advising, he serves on the board of the Anchorage Chamber of Commerce and is involved with the Anchorage Estate Planning Council. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Gordon Parker Jr. is a financial advisor with Eagle Strategies (NY Life) based in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company spanning over three decades. He serves on the Board of Governors for the Chesapeake Bay Wine Classic Foundation, a nonprofit that organizes annual fundraising events for charitable causes in Southeastern Virginia. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various advisory programs and emphasizes tailoring recommendations to client goals while managing the majority of assets on a non-discretionary basis.

Chad Bunger is a financial advisor with Eagle Strategies (NY Life) in Portland, OR, holding the ChFC® designation and Series 63 license with 14 years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with New York Life and its related entities since 2010. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, delivering financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

William Van Winkle is a financial advisor with Eagle Strategies (NY Life) in Red Bank, NJ, holding a Series 63 designation and over 43 years of industry experience. He has worked with Eagle Strategies since 2012 and has longstanding affiliations with Van Winkle Associates, Nylife Securities Inc., and New York Life Insurance, spanning multiple decades. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis.

Grant Wallace is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Sunstate Equipment Co and held various positions in education and the food service industry. 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 investment adviser representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Cai Chen is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working closely with various plan sponsors and clients within the New York Life affiliate structure.

Bryan Mcbeth is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2010 and has longstanding ties to New York Life and Nylife Securities Inc dating back to 2002. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Thomas Capul is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has been involved with C2x Wrestling Academy since 2020. 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 offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Kevin Lindblom is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, Iowa. He holds the ChFC® designation and Series 63 license and has 27 years of industry experience. He has been with Eagle Strategies since 2009 and Your Vision Financial Group since 2012. Outside of his advisory work, he serves as a board member and meeting leader for Right At Home, an organization providing in-home care for seniors and adults with disabilities. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm focuses on tailored advice and mostly manages assets on a non-discretionary basis across various program types, including retirement plan consulting and solutions linked to insurance and annuity products.

Timothy Kattke is a financial advisor with Eagle Strategies (NY Life) holding a ChFC® designation and Series 63 license, with 42 years of industry experience. His prior career includes long-tenured roles at New York Life and Nylife Securities Inc. Outside of advisory work, he is the owner of Redfield Auto Sales. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis through an integrated New York Life affiliate structure.