William Mangano is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 credentials and has 43 years of industry experience. He has been associated with NY Life Insurance Co. since 1982 and Nylife Securities Inc. since 1983. Outside of his advisory work, he serves as treasurer and officer of the James Place Condominium Association. Eagle Strategies serves a broad mix 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 tailoring recommendations to client objectives and provides advice through multiple program types, with the majority of assets managed on a non-discretionary basis.

Terry James is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with New York Life and Nylife Securities since 2004 and 2005, respectively, and operates Terry James & Associates, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services with a focus on tailored advice and predominantly non-discretionary asset management.

Francisco Ortiz Zepeda is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked in various capacities including positions at the San Joaquin County District Attorney's office, Humana, Constellation Brands, and E&J Gallo Winery. 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 emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Andrew Snyder is a financial advisor with Eagle Strategies (NY Life) based in Tuscaloosa, Alabama, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at firms including Snyder and Associates, Crown Wealth Strategies, and Pathway Financial Group. Snyder serves on the board of Freedom Farms, a local faith-based nonprofit supporting foster children, where he contributes to investment and development oversight. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis across individual and institutional accounts.

Tyler Young is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with New York Life Insurance Co. and its affiliated entities since 2016 and is involved in cattle ranching outside of his advisory work. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Brendan Geggatt is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has 15 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. He also operates Orchard Financial Strategies & Insurance Services, a business involved in brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages a substantial portion of assets on a non-discretionary basis through a variety of program types linked to insurance and annuity products.

Christopher Heinlein is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding the ChFC® designation and Series 66 license. He has 24 years of industry experience, including 15 years with New York Life Insurance Company and related affiliates. Heinlein also serves as a FINRA arbitrator and is commissioned as a notary public in New York. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and typically managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Chang is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He is also the owner of Paving Roads Financial Strategies and Insurance Solutions LLC, through which he brokers non-registered insurance products. Chang has worked with New York Life and its affiliates since 2008. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing a largely non-discretionary asset management approach within an integrated New York Life affiliate structure.

Craig Roslien is a financial advisor with Eagle Strategies (NY Life) in Edina, MN, holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, including longstanding roles at New York Life Insurance Co. and Nylife Securities Inc. Craig is also involved with the Roslien family farm outside of his advisory work. Eagle Strategies serves a diverse client base including individual investors and institutional plans, 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.

Richard Hoberman is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2018, and with New York Life Insurance Company since 2002. 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 emphasizes tailored recommendations and manages most assets on a non-discretionary basis, offering a range of program types including fee-based advice and retirement plan consulting.

Nicholas Drynan is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Eagle Strategies (NY Life) and holds a Series 66 license. He has two years of industry experience, including his current role at Drynan Strategic Financial Solutions. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Robin Badanes is a CFP® certificant with 42 years of experience in the financial services industry. He is currently with Eagle Strategies (NY Life), where he has worked for 17 years, and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company. He previously operated Badanes Financial Associates for 10 years. Outside of his advisory work, Badanes serves as a board member for the cooperative housing organization at his residence in New York City. 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 offers multiple advisory programs and emphasizes tailored solutions, primarily managing assets on a non-discretionary basis within an integrated New York Life framework.

Mark Vahala is a financial advisor with Eagle Strategies (New York Life) based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Mr. Vahala has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1994. Outside of his advisory role, he serves on the boards of Bishop Dunne Catholic High School and St. Cecilia's Catholic School and is a member of the Notre Dame Club of Dallas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse group of individual and institutional clients. The firm offers various program types tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Daniel Maher is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding the Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2012 and has been affiliated with New York Life and Nylife Securities since 2006. Outside of his advisory role, he is involved in insurance brokering through The Marcus Agency. 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 a range of program types and works within an integrated New York Life affiliate structure, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Frederick Ehinmiakhena II is a financial advisor at Eagle Strategies (New York Life) in Southlake, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Mass Mutual and Northwestern Mutual, spanning various capacities from 2015 to 2023. He is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, offering financial planning, investment management, and advisory services. The firm emphasizes tailored solutions and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kylie Nesbitt is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She operates under the DBA Drynan Strategic Financial Solutions for selling New York Life products and services and is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services, with a focus on tailoring solutions to client objectives and working extensively through non-discretionary assets.

Sean Condon is a financial advisor with Eagle Strategies (New York Life) based in Danvers, MA. He holds Series 63 and Series 66 registrations and has 17 years of industry experience. His prior work includes roles at Condon Financial & Insurance Services and McCarthy Financial, LLC. Condon serves on the board of The Wilson House, a nonprofit preserving the legacy of Bill Wilson, co-founder of Alcoholics Anonymous, where he acts as treasurer. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and delivers advice primarily on a non-discretionary basis through a broad network of affiliated advisers within the New York Life affiliate structure.

Rosani Hernandez Madrid is a financial advisor with Eagle Strategies (NY Life), holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has worked at Eagle Strategies and affiliated New York Life entities since 2017 and previously worked at Onemain Financial. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program options and manages a majority of its assets on a non-discretionary basis.

Robert Karalius is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including longstanding roles at New York Life Insurance and Nylife Securities Inc. since the late 1980s. He operates Karalius & Associates Insurance and Financial Services, LLC, brokering non-registered insurance products alongside his advisory work. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional sponsors, and charitable organizations. The firm emphasizes tailored solutions across multiple service programs and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.