Morgan Robinson II is a financial advisor with Eagle Strategies (NY Life) based in Montgomery, AL. He holds Series 65 and Series 63 designations and has 15 years of industry experience. His work history includes roles at Eagle Strategies LLC, Wealth Visionary Financial, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types, emphasizing non-discretionary management and fiduciary responsibilities, particularly within the New York Life affiliate structure.

Megan Hoffman is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies since 2022 and has held positions with NYLife Securities LLC and New York Life Insurance Co. since 2020. In addition to her advisory work, she is appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Haik is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Haik has been with Eagle Strategies since 2011 and has also worked with New York Life and NYLife Securities for over 15 years. 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 delivers tailored advice across multiple program types and focuses primarily on non-discretionary asset management, serving a wide range of clients including defined contribution and defined benefit plans.

William Kyle is a financial advisor with Eagle Strategies (NY Life) in Chico, CA, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and operates Kyle Financial & Insurance Solutions, through which he brokers non-registered insurance products. Additionally, he maintains longstanding roles with New York Life and related entities. 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 primarily through non-discretionary asset management within the New York Life affiliate structure.

Joshua Phillips is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at Enterprise Mobility for nine years. Outside of his advisory role, Phillips owns and operates Fire Pit and Chill, an internet retail store specializing in outdoor living items. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm delivers customized advice and solutions across multiple programs, with a large portion of assets managed on a non-discretionary basis.

David Duchene is a ChFC® credentialed financial advisor with Eagle Strategies (NY Life) based in Edina, MN, with 33 years of industry experience. He has been with Eagle Strategies since 2013 and has maintained a continuous association with New York Life Insurance Co. and Nylife Securities Inc. since 1993. He is also an investor in an insurance-related holding company. 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 personalized recommendations and provides various advisory programs, including retirement plan consulting and co-advisory relationships, with most assets managed on a non-discretionary basis.

William Schafer is a financial advisor with Eagle Strategies (NY Life) based in Oxford, Ohio, holding Series 63 credentials and with 37 years of industry experience. He has worked with NYLIFE Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of his advisory role, he is also a guitarist in a 20-piece band. 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 program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis.

David Boynton is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Eagle Strategies since 2002. Boynton is also active as a board member of the Orange Catholic Foundation, a charitable organization supporting the Diocese of Orange, California. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis.

Paul Haye is a financial advisor with Eagle Strategies (NY Life) based in Maumee, Ohio. He holds the ChFC® designation and Series 63 license with 43 years of industry experience. Since 2007, he has operated under the Heritage Planners DBA, focusing on the sale of New York Life products and brokering non-registered insurance products, alongside a long tenure at New York Life and Nylife Securities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing 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.

Quinn Process is a financial advisor with Eagle Strategies (NY Life) based in Madison, WI. He holds the Series 66 designation and has been in the financial services industry since 2024, including roles at Northwestern Mutual and NYLIFE Securities LLC. Prior to his advisory career, he was employed in education and club management. Eagle Strategies serves a diverse range of individual 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 an integrated New York Life affiliate structure.

Craig Willeke is a financial advisor with Eagle Strategies (New York Life) based in Lincoln, NE. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Willeke has worked with New York Life and its affiliates since 2003 and has operated Willeke Financial Group, LLC since 2006. Outside of his advisory work, he owns a drive-through coffee shop called Cafe is our Religion, LLC, which he started in 2024, and he sells photography online. 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 emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Medairy Jr. is a financial advisor with Eagle Strategies (NY Life) based in Timonium, MD, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked with NYLife Securities and New York Life Insurance since 1983 and has been involved with Camden Planning Group, LLC since 2009. Medairy also serves as a board member on the Archdiocese of Baltimore’s Lay Personnel Retirement Board and Investment Committee. 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 various program types and emphasizes aligning recommendations with client goals and plan sponsor criteria, managing most regulatory assets on a non-discretionary basis.

Tara Wray is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. She holds Series 66 and Series 63 licenses and has 13 years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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 tailored advice and solutions across various program types, emphasizing fiduciary responsibilities and predominantly managing assets on a non-discretionary basis.

Tamara Burke is a financial advisor with Eagle Strategies (NY Life) in Spearfish, SD, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. She has been with Eagle Strategies since 2008 and has longstanding ties to New York Life and its affiliated entities beginning in 2003. Burke serves on the board of the Black Hills State University Foundation and is an officer of Deadwood History Inc., which manages several historical museums. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and institutional retirement plans. The firm delivers solutions through multiple program types with an emphasis on tailoring advice to client objectives and maintains a predominantly non-discretionary asset management approach.

Avery Lewis is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. 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 representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Trevor Fridell is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at several firms including Northwestern Mutual Investment Services LLC and NYLife Securities LLC. Outside of advisory services, he owns an RV rental business serving families for short-term stays at campgrounds. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing a substantial portion of assets on a non-discretionary basis.

Ashley Cedzo is a financial advisor with Eagle Strategies (NY Life) in Bend, OR, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to her current role, she has held positions with NYLIFE Securities LLC and New York Life Insurance Company. Outside of financial services, she is involved with Open Air Design, a company distributing large custom umbrellas primarily for outdoor event spaces and hospitality venues. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored solutions and predominantly non-discretionary asset management.

Judi Gordon is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Eagle Strategies, she was affiliated with NYLife Securities, LLC and New York Life Insurance Company. Outside of her advisory role, Gordon serves as a board member and treasurer for the Experimental Aircraft Association Hangtown Chapter 512 and works as a ground school flight instructor through Juliet Golf Aviation. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Juli Marstall is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 credentials and has 42 years of industry experience. She has been with Eagle Strategies and Marstall Insurance Services since 2007, and her career also includes longstanding associations with Nylife Securities Inc. and New York Life Insurance Co. Marstall serves as an instructor for a personal finance course at Southwestern Oregon Community College and is a board member of both the National Association of Insurance and Financial Advisors (NAIFA) and the Oregon Cultural Trust. 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 operates mainly on a non-discretionary asset management basis, working within an integrated New York Life affiliate structure.

Kaysi Whelan is a financial advisor with Eagle Strategies (NY Life) based in Beaverton, OR, holding Series 63 and Series 65 designations and six years of industry experience. She has worked with several affiliated firms, including WB Financial, LLC d/b/a Strata Financial Partners and Ritrovare Financial & Insurance Solution. Outside of her advisory role, Whelan serves as Fund Chair for the Beaverton Area Chamber of Commerce Scholarship Fund and is a member of its Mentor Committee. 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 varied program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis within the New York Life affiliate structure.