Brian Petrov is a financial advisor with Eagle Strategies (New York Life) based in Pearland, TX. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 21 years with New York Life Insurance Company. 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 offers multiple advisory program types and delivers predominantly non-discretionary asset management, often integrating advisory services with insurance and annuity products through its affiliation with New York Life.

Nicholas Rogers is a financial advisor with Eagle Strategies (NY Life) based in Yakima, WA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. He is also owner of Rogers Financial Group, LLC, where he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions across multiple program types and operates primarily on a non-discretionary basis within the integrated New York Life affiliate structure.

Guilherme Jubran is a financial advisor with Eagle Strategies (NY Life) based in Newport Beach, CA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His career background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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 and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Fontaine is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior career includes roles at True North Financial Partners, Ritchie Financial, and New York Life Insurance Company. He is also an insurance broker, managing outside insurance through various carriers. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly for retirement investors.

Dmitry Frenklakh is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2018 and at River Financial Group, LLC from 2019 to 2026. He is also engaged in insurance brokering for non-registered insurance products through outside carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Francis Vlock is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, Nebraska. He holds the ChFC® designation and a Series 63 license, with 44 years of industry experience. His career includes roles at Eagle Strategies since 2001, as well as extensive tenure with New York Life and its affiliated entities dating back to 1974. Vlock operates businesses under the names Vlock Financial Group and Generation Strategies, LLC, focusing on New York Life products and insurance services. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate framework.

Natalie McGinley is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2016 and operates under the DBA Wealth Conservation Group, Inc. for selling New York Life products and brokering 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Austin Mau is a financial advisor with Eagle Strategies (NY Life) based in Honolulu, HI. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and HIPac Financial. He is also licensed as an insurance broker, brokering non-registered products through outside carriers. Eagle Strategies serves a broad client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations to client objectives and plan sponsor criteria.

Jan Larsen is a ChFC® credentialed financial advisor with 38 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at multiple firms, including Larsen & Warren Financial Group LLC and Larsen Christopher Benefits Group. Larsen also owns and operates Larsen & Warren Financial Group LLC, which sells New York Life products. 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 tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Lakshya Arora is a financial advisor with Eagle Strategies (New York Life) in Miamisburg, Ohio, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been associated with New York Life and its affiliates since 2017. Arora serves as a board member of the Indian American Chamber of Commerce, where he helps plan events and connect with business owners. 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 tailoring recommendations to client goals and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Michael McConnell is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds the ChFC® designation and the Series 63 license, and has 36 years of industry experience. McConnell has worked with Eagle Strategies since 2008 and is also associated with New York Life Insurance Company and Nylife Securities Inc. since 1989. He operates a business under the name Financial Diagnostics Group to sell New York Life products and broker 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. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, particularly for institutional sponsors, within an integrated New York Life affiliate structure.

Erik Brandt is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at High Point Financial Group, Ethos Wealth Strategies, and Noble Capital Group, among others. Outside of finance, Brandt coaches and leads fitness classes at CrossFit Cherry Creek and owns an e-commerce store specializing in office supplies. 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 and emphasizes tailored solutions, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Zachary Starostka is a financial advisor with Eagle Strategies (NY Life) in Grand Island, NE, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He is also the owner of Starostka Wealth Strategies, L.L.C., and has worked with Kruse Financial Group and New York Life-affiliated firms. Outside of his advisory work, he serves as the head coach of the Grand Island Central Catholic Middle School Wrestling program. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers various program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Sherry Lin is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Eagle Strategies since 2020 and has over two decades of continuous experience with NYLIFE Securities Inc and New York Life Insurance. Lin is active in community organizations, serving on the boards of the Diamond Bar Chinese American Association and School, the Brea Korean Sister Community Association, and the Korean American Chamber of Commerce of Orange County. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, with a strong focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Brendon Fausset is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with five years at Atlantic Custom Builders. 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 advisory programs and focuses on tailoring solutions to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Gregory Manukian is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Eagle Strategies in 2025, he was associated with NYLIFE Securities LLC and New York Life Insurance Company since 2023. He is a board member of Centse Financial Literacy, where he provides financial literacy seminars to schools and organizations, and volunteers with the Employer Fraud Task Force to raise awareness about workers compensation fraud. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides advisory solutions primarily on a non-discretionary basis through a broad network of affiliated investment adviser representatives.

Tricia Holdgrafer is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, Iowa, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been with Eagle Strategies since 2021 and concurrently associated with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of her advisory role, she serves as an officer and handles accounting for Holdgrafer Dairy, Inc., a family-operated business. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexander Schwarte is a financial advisor with Eagle Strategies (NY Life) based in Eugene, OR, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked with Eagle Strategies since 2020 and operates under the Robison Financial Group name to service insurance and financial product clients. Prior to his financial career, he was involved with the University of Oregon Football Program from 2016 to 2018. Eagle Strategies serves 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 objectives, managing a majority of assets on a non-discretionary basis and working within the New York Life affiliate structure.

Elizabeth Bauer is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with Eagle Strategies since 2016 and is also associated with The Di Bella Financial Group, LLC. Bauer serves as a board member at Siena College’s Center for Private Wealth Management, assisting in curriculum development for students pursuing careers in financial services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice and solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Bradley Cobb is a financial advisor with Eagle Strategies (NY Life) based in Provo, UT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including over two decades with New York Life Insurance Company and affiliated entities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate clients. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis.