Timothy Potjer is a CFP® and ChFC® with 34 years of industry experience, currently an advisor with Eagle Strategies (NY Life) since 2009. He has also been associated with Potjer Financial Resources since 2000 and Nylife Securities Inc. and New York Life Insurance Company since 1991. Outside of his advisory roles, he serves as an officer with the Byron Center Downtown Development Authority. 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 tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Hannah Adams is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. She holds a Series 66 designation and has worked at Eagle Strategies LLC, New York Life Insurance Company, and NYLife Securities, LLC. She also operates under the DBA Avenue Wealth, focusing on selling New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Kevin Tostado is a financial advisor with Eagle Strategies (New York Life) in San Diego, CA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked with Eagle Strategies since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2023. Outside of finance, he owns Tostie Productions, LLC, through which he has produced and directed multiple motion pictures, and he volunteers with the Community Emergency Response Team in San Diego. He also serves on local community boards, including the San Carlos Area Council and the Our Lady of Grace Catholic School Parent Teacher Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm emphasizes tailored advice and operates within the New York Life affiliate structure, offering various program types including fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products.

Ronald Mack is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. He has worked with Eagle Strategies since 2011 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2009. Eagle Strategies serves a broad client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Nicola Iannitelli is a financial advisor with Eagle Strategies (NY Life) based in Saddlebrook, NJ. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His work history includes long-term roles with New York Life Insurance Company, NYLife Securities LLC, and Eagle Strategies. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, with a majority of assets managed on a non-discretionary basis.

Antonio Deleon is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Eagle Strategies since 2009 and has an extensive career including roles at NYLife Securities LLC and New York Life Insurance Company dating back to 1974. Outside of advising, he provides individual health and term insurance services through his own practice. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring advice to client objectives and plan sponsor criteria, delivering solutions through various program types, with a significant portion of assets managed on a non-discretionary basis.

Gary Myers is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has been with Eagle Strategies since 2006 and operates Myers Financial Navigation, a business focused on brokering non-registered insurance products and selling New York Life services. Myers is also a shareholder of NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various advisory programs and manages the majority of its assets on a non-discretionary basis.

Michael Antonsen is a financial advisor with Eagle Strategies (NY Life) based in Fresno, CA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been associated with Eagle Strategies since 2013 and also operates Antonsen Financial & Insurance Services and Hmong Life Insurance Services, through which he brokers non-registered insurance products. 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 recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Randy Stepho is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 65 and Series 63 licenses and with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Bankers Life Insurance Company, Local On North, and One Life America. Outside of his advisory work, he owns and operates an insurance brokering business focused on non-registered products. Eagle Strategies serves individual and institutional clients by offering 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, working with a diverse client base including plan sponsors and charitable organizations.

Patrick Brough is a financial advisor with Eagle Strategies (NY Life) based in Havertown, PA, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has been affiliated with Nylife Securities Inc. since 1989. Outside of his advisory role, Brough is involved in insurance brokering and serves as a wholesale general agent of employee benefits. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Nancy Woolver is a financial advisor with Eagle Strategies (NY Life) based in Victor, NY, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2015 and has also worked with NYLIFE Securities LLC and New York Life Insurance Co since 2012. Outside of her advisory work, she serves as the chairperson of the Ambassador Committee for the Rochester Women’s Network, where she coordinates welcoming and onboarding new members. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and fiduciary responsibility to retirement investors.

Willis Hopson is a Series 66 licensed financial advisor with three years of industry experience. He is currently affiliated with Eagle Strategies (NY Life) and TKW Financial, Inc. d/b/a Freedom Financial Group. Outside of financial advising, he holds a partial ownership in Galaxy Softwash LLC, a pressure washing company. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable entities, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Mariah Hurlburt is a financial advisor with Eagle Strategies (New York Life) based in Bend, Oregon. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior work includes roles at Gritly Partners, LLC and NYLife Securities LLC. Outside of her advisory work, she is involved in forming a professional women's networking group, WOIIA, LLC, focusing on event planning and member vetting. Eagle Strategies serves individual and institutional clients by 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 within an integrated New York Life affiliate structure.

Jeffrey Japel is a financial advisor with Eagle Strategies (New York Life) in Bismarck, ND, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with New York Life and its related entities since 2007 and currently operates under the DBA Wealth & Health Strategies, focusing on selling New York Life products as well as brokering non-registered insurance products. Outside of his advisory role, he serves as a precinct committee person for District 47 in Bismarck and consults on the 701 Business Insider Podcast, which features interviews with clients about group health insurance. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types, with a significant portion of assets managed on a non-discretionary basis and a distinct approach to relationships with institutional plan sponsors.

Eric Halpern is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at New York Life Investment Management LLC since 2011 and New York Life Insurance Company since 2017. Halpern has been with Eagle Strategies since 2018. Eagle Strategies serves a diverse client base of individuals and institutions, 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 most assets managed on a non-discretionary basis.

Seth Bassin is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2012 and 2013, respectively. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse 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 specializes in tailored advice delivered via multiple program types, with the majority of assets managed on a non-discretionary basis and a focus on serving both retail and institutional sponsors.

Adam Persky is a financial advisor with Eagle Strategies (New York Life) based in New Bern, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Eagle Strategies since 2014 and manages activities through Legacy Private Client Services LLC. Outside of his advisory role, he is active as a volunteer pilot with the Civil Air Patrol and serves on multiple nonprofit boards, including those focused on aviation heritage and community support for military personnel. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers tailored solutions across various program types, emphasizing fiduciary responsibilities and managing a significant portion of assets on a non-discretionary basis within an integrated New York Life structure.

Andrew Pokriki is a financial advisor with Eagle Strategies (New York Life) based in Williamsville, NY. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Equitable Advisors, LLC and has a diverse work history including roles at Uber, DoorDash, and Amazon. 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 multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

James Sutton is a financial advisor with Eagle Strategies (NY Life) based in Knoxville, TN, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Eagle Strategies since 2017 and also operates Sutton Financial, a business focused on selling New York Life products and brokering non-registered insurance products. Sutton serves on the boards of the West High School Foundation and the West Athletic Council, where he is involved in fundraising efforts to support local education and athletics, and he is a board member of Middlebrook United Methodist Church, contributing to its financial budgeting and fundraising. Eagle Strategies serves a broad client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Scott Goldman is a financial advisor with Eagle Strategies (New York Life) based in Grand Rapids, Michigan. He holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, he worked at firms including LPL Financial, CUNA Brokerage Services, and Hill Island Financial. Outside of his advisory role, he works as a delivery driver for DoorDash, Uber Eats, and Instacart. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers a range of advisory programs, emphasizing tailored recommendations and managing primarily non-discretionary assets.