Tate Felton is a financial advisor with Eagle Strategies (NY Life) based in Corydon, IA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior experience includes five years at Guardian Life Insurance Company, Park Avenue Securities, and Financial Architects. Outside of his advisory role, Felton operated Johnny's Italian Steakhouse for four years. 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 emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Adam Aussem is a financial advisor with Eagle Strategies (NY Life) based in Independence, Ohio, holding Series 65 and Series 63 licenses. He has two years of industry experience and has worked with Eagle Strategies and related New York Life entities since 2024. Outside of his advisory work, he has been involved in education roles at Ashland University since 2021 and previously at Cleveland State University and Cuyahoga Community College. 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 personalized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christina O Connell is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. She has two years of industry experience and previously worked with Rocco Insurance & Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she serves as a notary public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Gregory Dexter is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been associated with Eagle Strategies since 2020 and has additional roles with Nylife Securities LLC and New York Life Insurance Company dating back to 2016 and 2017 respectively. Outside of his advisory work, he serves as a Confirmation Catechist and Sacristan at Immaculate Heart of Mary Parish and performs as a freelance jazz percussionist. 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 offers multiple advisory programs and emphasizes tailored recommendations, with the vast majority of assets managed on a non-discretionary basis.

Martin Petoyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked with multiple affiliated entities including Syndicus Financial & Insurance Services LLC, Clear Compass Financial and Insurance Services, and Blue Cedar Financial and Insurance Solutions. Petoyan operates several registered businesses for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Juan Flores Saldana is a financial advisor with Eagle Strategies (NY Life) based in Fulshear, TX, holding Series 65 and Series 63 registrations and 10 years of industry experience. He has been affiliated with Eagle Strategies since 2026 and with NYLIFE Securities LLC and New York Life Insurance Company since 2017. Additionally, he works as an insurance broker for non-registered insurance products with outside carriers. 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 delivers tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Deborah Lewis is a financial advisor at Eagle Strategies (NY Life) with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2007, also associated with New York Life and Nylife Securities since the mid-1990s. Outside of her advisory work, she serves as treasurer for Advent Lutheran Church and volunteers on the Audit & Finance Committee for Gamma Phi Beta. 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 offers multiple advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Monty Alspaugh is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Eagle Strategies since 2005 and associated with New York Life and Nylife Securities since 2001. Outside of his advisory role, he owns The Airfield Financial Group, LLC, an investment-related business. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Christopher Mccown is a financial advisor with Eagle Strategies (New York Life) based in Lynchburg, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with Eagle Strategies since 2019 and has an extensive background with New York Life and Nylife Securities. Outside of his advisory role, he operates McCown Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Seda Ly is a financial advisor with Eagle Strategies (NY Life) based in Atlanta, GA, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked with Eagle Strategies since 2021 and has been associated with New York Life and its affiliates since 2017. Outside of her advisory role, Seda owns a photography business. 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 tailored to client objectives and manages a majority of its assets on a non-discretionary basis.

Tara Ellis is a financial advisor with Eagle Strategies (NY Life) based in San Mateo, CA, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Money Concepts Capital Corp., Minnesota Life Insurance Company, Securian Financial Services, and Compass Capital Management. Outside of her advisory work, she serves on the board of advisors for Heatrx, a pest control bedbug remediation company, and holds a partner role in its Los Angeles expansion, contributing to sales training and operations. 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 offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Alejandro Martinez is a CFP® and ChFC® affiliated with Eagle Strategies (NY Life) in Wichita, KS, with three years of industry experience. His career includes roles at Eagle Strategies LLC, New York Life, and Fidelity Investments. Outside of finance, he has experience in the restaurant business with Gordos Restaurante Mexicano. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and 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.

Thomas Peterson is a financial advisor with Eagle Strategies (NY Life) based in Oak Park, Illinois, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been affiliated with Eagle Strategies since 2009 and New York Life entities since 2008. Peterson also operates Peterson Financial Group, LLC, under which he sells New York Life products and brokers non-registered insurance products. 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 primarily manages assets on a non-discretionary basis and offers tailored advisory solutions through multiple program types within an integrated New York Life affiliate structure.

Kyle Scott is a financial advisor with Eagle Strategies (NY Life) in Raleigh, NC, holding the ChFC® designation along with Series 65 and Series 63 licenses, and has four years of industry experience. He previously worked at GPac, Sprint Communications, and Charter Communications. Outside of his advisory work, Scott is the owner of KTNDJE Publishing and the author of *Killing Chaos: Making Relationship Decisions That Lead to Less Drama*. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services often connected to insurance and annuity products. The firm primarily manages assets on a non-discretionary basis and tailors recommendations to client objectives across multiple program types.

Dongming Sun is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been affiliated with New York Life and its related entities since 2010. 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 range of program types focused on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Yewchang Chow is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrent roles at Nylife Securities LLC and NYL Insurance Company dating back to 2013 and 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 emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wu Qu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis.

Todd Miller is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked with NYLIFE Securities, LLC and New York Life Insurance since 2016 and is currently affiliated with Greenstone Financial LLC. Miller serves on the board of directors for the Colorado chapter of the National Association of Insurance and Financial Advisors (NAIFA). 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 tailoring recommendations to client objectives and plan sponsor criteria and primarily manages assets on a non-discretionary basis.

Raynard Gagnon Jr. is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his financial services career, he spent seven years at JDog Junk Removal. 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 tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Michael Oliphant is a financial advisor with Eagle Strategies (New York Life) based in Fresno, CA. He holds the ChFC® designation and Series 63 license and has 33 years of industry experience. Prior to joining Eagle Strategies in 2018, he has been affiliated with New York Life Insurance Company since 1996. He is also involved in insurance brokering through Oliphant Insurance Services. 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 asset management basis within an integrated New York Life affiliate structure.