Stephanie Niblack is a financial advisor with Eagle Strategies (NY Life) in Charlotte, NC, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2021 and 2020, respectively. Her prior experience includes roles at the YMCA of Greater Charlotte and Napkin Ink, LLC. 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.

David Pierce is a financial advisor with Eagle Strategies (New York Life) based in Watertown, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at McGuire & Wright Financial Group LLC, Eagle Strategies LLC, New York Life Insurance Company, and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors as well as defined contribution and defined benefit plans, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Bryan Zimmerman is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has two years of industry experience and has worked at NYLIFE Securities LLC and New York Life Insurance Company since 2024. In addition to his financial services career, he has been involved with Willis Welding and Machine since 2014 and previously worked for Roanoke County Public Schools for 17 years. Eagle Strategies serves a broad range 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, with most assets managed on a non-discretionary basis.

Michael Duke is a ChFC® credentialed financial advisor with 17 years of industry experience. He has been with Eagle Strategies (NY Life) since 2017 and also operates Duke Financial & Insurance Strategies. He has held affiliated roles with New York Life and its related entities since 2013. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds Series 65 and Series 63 credentials and has experience at Principal Financial Group and Collin College prior to joining Eagle Strategies. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Bachir Nasrany is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at Globe Life, ExamFX, Google-Coursera, EquiElite LLC, and Keller Williams. 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 tailored to client objectives and manages most assets on a non-discretionary basis, with a significant focus on institutional and plan sponsor relationships.

Daniel Webb is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes roles at Blanks & Company, Solid Rock Financial Partners, LLC, and New York Life Insurance Co. Outside of advising, Webb serves as First Vice Chairman on the board of the Roanoke County Republican Committee and is involved as an Education Coordinator with Business Networking International. 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 tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within the New York Life affiliate structure.

Megan Evans is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She operates under the DBA Evans, Beebe & Fields Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Dominic Hrichena is a financial advisor with Eagle Strategies (NY Life) based in Bismarck, ND. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior roles include positions at NyLife Securities LLC, New York Life Insurance Company, and Gate City Bank. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Michael Fard is a financial advisor with Eagle Strategies (NY Life) in New York, NY. He holds a Series 66 designation and has 23 years of industry experience. His prior work includes roles at JPMorgan Securities, LLC, JPMorgan Chase Bank, and Foresters Financial Services, 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 investment adviser representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Samuel Winward is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 66 certifications and bringing 17 years of industry experience. He has been associated with Eagle Strategies since 2012 and concurrently operates Winward Financial Insurance & Investments LLC, focusing on insurance products. Outside of his advisory work, he serves as secretary/treasurer for a homeowners association, participates in a barbershop quartet for hire, and is a board member for both the Utah State University Planned Giving Advisory Board and the American Festival Chorus & Orchestra. 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 solutions across multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Giuseppe Vitulli is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 66 licenses. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as work at University of California, San Diego and the Price Center Gameroom. 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 a substantial majority of assets on a non-discretionary basis.

Sonali Amodwala is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Eagle Strategies, she worked with The Rainier Financial Group, NYLIFE Securities, New York Life Insurance Co., Northwestern Mutual Life Insurance, and Superior Health Plan. She is a member of the South Asians' International Volunteer Association (SAIVA), a nonprofit organization focused on supporting older adults of South Asian heritage. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides tailored solutions through various programs and maintains a primarily non-discretionary asset base, operating within an integrated structure alongside New York Life affiliates.

Curtis Rasmussen is a financial advisor with Eagle Strategies (NY Life) in Eugene, OR, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of his advisory role, he volunteers with the Eugene Relief Nursery, an organization providing education and respite care for families at risk of neglect or abuse. Eagle Strategies serves a broad range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional plan sponsors within an integrated New York Life affiliate structure.

Daniel Frazier is a financial advisor with Eagle Strategies (NY Life) based in Lawrenceville, GA. He holds the ChFC® designation and Series 63 license, and has 27 years of industry experience. Frazier has been with Eagle Strategies and affiliated entities since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.

Ian Lovegrove is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hennion & Walsh, Inc. for 16 years, as well as First Republic Securities Company and First Republic Investment Management. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various programs, with a majority of assets managed on a non-discretionary basis.

Jason Spears is a ChFC®-designated financial advisor with 14 years of industry experience, currently with Eagle Strategies (NY Life) since 2018. He has prior experience at NYLife Securities LLC and New York Life Insurance Company dating back to 2012. Outside of his advisory work, Spears is involved in logistics through Sphere Global Logistics, LLC and participates in real estate investment and rehabilitation via Spears & Co., LLC. 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 programs tailored to client objectives and emphasizes non-discretionary asset management within a large affiliated network.

Siyavash Askari is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been associated with New York Life Insurance Company and its affiliates since 2012. Outside of his advisory role, he is involved in insurance brokering through separate entities to support related business activities. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Westberg is a CFP® and ChFC® with 34 years of industry experience. He has been affiliated with Eagle Strategies since 2000 and with NYLife Securities Inc. since 1993. Outside of his advisory work, Westberg is a CPA and owns a separate business. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

William Lyon is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with New York Life and its affiliates since 1986. Lyon also operates The Lyon Group, LLC, and serves as a minister at Heritage Universalist Unitarian Church and LyonShare Ministries. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.