Geoffrey Luchetta is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He is associated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, where he brokers non-registered insurance products alongside selling New York Life products. 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 advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Kelly Goldstein is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She has worked with Eagle Strategies since 2021 and previously spent three years at Steve Griffin CPA. Outside of advising, she is an investor in Zulu Pods, an aerospace company focused on lubrication delivery solutions. 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 and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Thomas Staebler is a financial advisor with Eagle Strategies (NY Life) based in Westerville, OH, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Nylife Securities Inc. since 1982 and New York Life Insurance Co. since 1977. Outside of his advisory role, he serves as a board member of Krieger Ford, Inc., a retail automobile dealership, and is vice president of Westerville Elderly Housing Inc. He is also involved with the Westerville Rotary Foundation as a board member reviewing scholarship and charitable grants. Eagle Strategies serves a diverse client base including individuals, institutions, and corporate clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice and delivers solutions through various programs, emphasizing non-discretionary asset management and fiduciary responsibilities within an integrated New York Life affiliate structure.

Grace Mead is a financial advisor with Eagle Strategies (New York Life) based in Knoxville, TN. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Eagle Strategies, Grace worked at Edward Jones and JPMorgan. She serves as Vice-Chair of the Child Advocacy Center of Anderson County, providing support for its board and committees focused on services for abused children. 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 investment adviser representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, including non-discretionary asset management and retirement plan consulting.

Michael Persons is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA. He holds the Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Fairway Group, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Additionally, he is appointed as an insurance broker with outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, 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.

Bailey Bishop Jr. is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Eagle Strategies since 2017 and is currently associated with M.Y. Core Financials, LLC. Bishop serves on the board of the Essex County Estate Planning Council and is president of the North Atlantic Audi Club, a regional organization for Audi enthusiasts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a broad range of investors and plan sponsors, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Keith Zuckerberg is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Co, Nylife Securities LLC, and Cetera Investment Services LLC. Eagle Strategies serves 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 solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Benson Liao is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 32 years of industry experience, including long-term roles with New York Life Insurance Company and affiliated entities. Outside of his advisory practice, Liao serves on several nonprofit boards, including the Taiwan Hotel and Motel Association of Southern California and Moringa For Love, which focuses on combating malnutrition and poverty. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis.

Todd Cobena is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including long-term roles at Nylife Securities Inc. and New York Life Insurance Company. His business activities include brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base that includes individuals, institutions, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations delivered primarily through non-discretionary asset management, operating within an integrated New York Life affiliate structure.

Jon Livingston is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, having worked with Nylife Securities Inc. since 1991 and New York Life Insurance Company since 1990. He is also appointed with various outside insurance carriers to broker non-registered insurance products. 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 program types tailored to client objectives and maintains a primarily non-discretionary asset base.

James Bartolomei Jr. is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been associated with Eagle Strategies since 2021 and has prior experience at Nylife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory role, he works as an independent contractor brokering 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 multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Carisse Gafni is a financial advisor with Eagle Strategies (NY Life) in Reno, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Eagle Strategies since 2014 and has a long tenure with New York Life Insurance dating back to 2000. In addition to her advisory role, she is involved in insurance brokering with various outside carriers for 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 advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, serving defined contribution and benefit plans, charitable and corporate clients within an integrated New York Life structure.

Kenneth Shriver is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and has two years of industry experience. He previously worked at Datto, A Kaseya Company, from 2016 to 2023. 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 offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Salvador Arcadipane is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co since 2015. Outside of his advisory role, he is an individual investor in digital currencies such as Bitcoin and Dogecoin. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Juliana Damopoulos is a financial advisor with Eagle Strategies (NY Life) based in Columbus, OH, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She has worked at Cardinal Financial Advisers, LLC since 2018 and has been affiliated with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co. since 2009. 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 primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Jon Shoemaker is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Eagle Strategies (a New York Life company) since 2007 and has concurrently held roles at Nylife Securities LLC and New York Life Insurance Company since 2003. 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 multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Paul De Biasse is a Series 66-registered financial advisor with Eagle Strategies (NY Life) and has eight years of industry experience. He previously worked at Horizon Wealth Strategies, LLC for five years and spent 12 years with Zignago Glass USA Inc. 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 advisers. The firm offers tailored solutions including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Sagar Shah is a financial advisor with Eagle Strategies (New York Life) based in Alpharetta, GA, holding Series 66 and Series 63 credentials. He has six years of industry experience and currently operates Shah Wealth Strategies LLC. Outside of his advisory role, he is the owner of several fast-casual restaurant businesses, including Moe’s Southwest Grill, Subway, and The Great Greek, though he does not actively manage these ventures. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, 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.

Alejandro Grimaldi is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. He holds Series 66 and Series 63 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Alpha Solutions Group. He served in the United States Peace Corps from 2019 to 2020. 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 offers financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Caroline Lukez Byrne is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 20 years of industry experience, including roles at Eagle Strategies since 2014 and New York Life Insurance Co. since 2010. Outside of advisory work, she is also involved in insurance brokering with outside carriers for non-registered insurance products. 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 range of programs tailored to client objectives, with a focus on non-discretionary assets and fiduciary responsibilities to retirement investors.