Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) based in Morgan City, LA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1996. Hebert serves as Sergeant at Arms on the local Rotary Board. 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 offers a range of advisory programs tailored to client objectives and plan sponsor criteria, with the majority of its assets under management held on a non-discretionary basis.

Jacob Miller is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he spent nine years at SolTerra Engineering, where he was a 50% owner, and served on the boards of two nonprofit organizations related to construction and materials certification. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis.

John Cucarese is a financial advisor with Eagle Strategies (NY Life) in Steubenville, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at New York Life and its affiliated subsidiaries since 2005 and operates his own firm, John Cucarese Financial Services, which brokers non-registered insurance products and sells New York Life products. He volunteers with the Highmark Caring Place Gala, assisting with an annual fundraiser for a child bereavement organization. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice, offers multiple program types including fee-based and co-advisory solutions, and manages a significant portion of assets on a non-discretionary basis.

Mark Goggins is a financial advisor with Eagle Strategies (NY Life) in Northampton, MA, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. He has been with Eagle Strategies since 2019 and is also associated with NYlife Securities LLC and New York Life Insurance Company. Outside of his advisory role, Goggins serves as a board member for Nonotuck Resource Associates, which provides shared living for intellectually challenged individuals. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Bonk is a financial advisor with Eagle Strategies (NY Life) based in Elkhorn, Nebraska. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Eagle Strategies in 2019, Bonk was affiliated with NYLIFE Securities, LLC and New York Life Insurance Company starting in 2007. Outside of his advisory role, he serves as a board member of the Indian Point HOA and as a trustee for the Sanitary and Improvement District #559. 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 advice through multiple program types, working extensively with both retail investors and institutional plan sponsors, and emphasizes a predominantly non-discretionary asset management approach.

Joseph Kerr IV is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. His prior roles include positions at Cadence Wealth Management and operating his own firm, Kerr Financial Services, LLC. Outside of financial advising, he serves as vice president of a student housing investment company providing accommodations and fundraising for fraternity organizations and is active as an officer and president of a local Austin community club. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering 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 within an integrated New York Life affiliate structure.

Brian Metzger is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX, holding the Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been affiliated with New York Life and its related entities since 2008 and currently operates under Crown Wealth Advisers, LLC dba Crown Wealth Strategies. Outside of his advisory role, Metzger serves as a board member of PUR Pressed Juice, a local juice company, and participates in the Young Presidents Organization as a spouse forum officer. 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 program types tailored to client objectives, with the majority of its regulatory assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Jackson is a financial advisor with Eagle Strategies (NY Life) in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Jackson Wealth Strategies, Ltd, where he brokers non-registered insurance products. Jackson also volunteers at White Oak Christian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

Vijaykrishna Sadagopan is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as earlier positions in the technology sector at Qualcomm Life Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides a range of financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, with a focus on tailored recommendations and fiduciary responsibilities under PTE 2020-02.

Jay Black is a financial advisor with Eagle Strategies (NY Life) based in Ames, Iowa, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Eagle Strategies since 2019 and has been associated with New York Life and Nylife Securities since 2011. In addition to his advisory role, Black operates Innovative Financial Solutions Group, a business focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse 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 and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.

David Hoory is a financial advisor with Eagle Strategies (New York Life) based in Brooklyn, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2015. Outside of his advisory role, he volunteers as a career coach, assisting local community members with employment opportunities. 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 advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and works closely with institutional sponsors within the integrated New York Life structure.

Joel Gomez is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company. Gomez serves as a board member for Los Primos Dallas, a nonprofit mentoring high school students, and for the Country Place Homeowners Association, supporting community events. 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 advisors. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management and fiduciary responsibilities, particularly in retirement plan consulting.

Zachary Eastman is a financial advisor with Eagle Strategies (NY Life) in Fort Collins, Colorado, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with related firms including NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he volunteers at Hope Lives in Fort Collins. Eagle Strategies serves a diverse 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 with an emphasis on tailoring recommendations to client objectives, and it manages the majority of its assets on a non-discretionary basis.

Brendan Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Eagle Strategies since 2018 and operates Harty Financial, a firm involved in selling New York Life products and brokering non-registered insurance products. Outside of advising, he is a notary public and owns a Special Needs Calculator Tool used by attorneys and financial advisors. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily through non-discretionary management, working closely with plan sponsors and individual investors within the New York Life affiliate network.

Bradley Wessel is a financial advisor with Eagle Strategies (New York Life) based in Sheboygan, WI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked with Eagle Strategies since 2004 and has prior experience at Huhn, Wessel and Company. Wessel serves as a middle school parent representative on the advisory board for George Warriner Schools in Sheboygan and is involved with the Sheboygan County Veteran's Memorial organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored advice through various program types, including fee-based hourly advice, co-advisory relationships, and retirement plan consulting. The firm manages a large portion of its assets on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Junyang Zhao is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within New York Life and its affiliated entities since 2022. Prior to his advisory career, he was employed at John Hopkins University and the University of Connecticut. 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 advice across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Yuk Kin Kuan is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Eagle Strategies and affiliated New York Life entities since 2018 and previously with AIG Financial Network and Prudential. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers a range of advisory programs, primarily managing assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Michael Murphy is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, NY, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Eagle Strategies and affiliated entities since 2009 and operates Murphy Financial Group, focusing on New York Life products and brokering non-registered insurance products. Murphy serves on the Upstate Foundation Professional Advisory Board and the Upstate University Hospital Foundation Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and benefit plans, and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

Soterios Theori is a financial advisor at Eagle Strategies (NY Life) with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Eagle Strategies since 2010. Prior to and concurrently, he has been associated with Nylife Securities Inc and New York Life Insurance Co since 2004. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Broderick is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Atlantic Planning Group, LLC, Nylife Securities Inc., and New York Life Insurance Company since the mid-1990s. Broderick serves as an associate board member of Catholic Memorial High School and is a board member and director of The Julie Fund, which supports education, financial assistance, and research for women’s cancers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs tailored to client objectives, with most of its assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.