Jack Potzauf is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience, having worked previously in primary education and at the University of South Carolina. 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 advisory programs tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Ronald Bock is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1996 and has operated Bock Financial Services since 2007. Eagle Strategies serves a diverse clientele, including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services mainly on a non-discretionary basis. The firm integrates insurance and annuity products into its offerings and emphasizes tailored recommendations for client and plan sponsor objectives.

Ramsey Johnsen is a financial advisor with Eagle Strategies (NY Life) based in Aberdeen, SD, holding a Series 66 designation and three years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities LLC, and Sprik Financial Group, LLC since 2023, and previously at Legacy Financial Partners and in various educational and community roles. Johnsen is also involved in insurance brokering through Sprik Financial Group, LLC. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Jeffrey Ransenberg is a financial advisor with Eagle Strategies (New York Life) based in Westlake Village, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at New York Life Insurance Company and affiliated entities since 1998 and operates Ransenberg Financial & Insurance Services, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services across a large network of advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working extensively with plan sponsors and corporate clients within the New York Life affiliate structure.

Robert Ostberg is an advisor with Eagle Strategies (NY Life) based in Northampton, MA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been associated with New York Life and its affiliated entities since 1987 and has operated Ostberg & Associates Financial Services and Insurance, LLC since 2007. Outside of his advisory work, he volunteers as an event manager for an annual community fundraiser supporting the restoration of the Park Theater at Look Memorial Park. Eagle Strategies serves individual and institutional clients offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides customized advice across various program types and manages a significant portion of its assets on a non-discretionary basis, emphasizing fiduciary responsibilities especially in retirement plan consulting.

Harold Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at NYLife Securities LLC, New York Life Insurance Company, Elevation LLC, and Olivetree Financial, LLC. Outside of advisory work, he is an investor in Green Key Partners, LP, which focuses on event-driven investment opportunities and token staking. 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 tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Daniel Lindblad is a financial advisor with Eagle Strategies (NY Life) located in Sun City, AZ. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His career includes long-term affiliations with New York Life Insurance Company since 1987 and multiple financial entities bearing his name. Lindblad serves as a board member for Jesus Church in Phoenix, where he provides counsel to pastoral staff and participates in budget reviews. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides both fee-based and non-discretionary advisory solutions, tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Brady Wheeler is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 65 and Series 63 licenses and has been affiliated with New York Life and its related entities since 2024. Prior to his advisory roles, he spent several years working in education at Grand Valley State University and Reeths Puffer Public Schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Madison Robidart is a financial advisor with Eagle Strategies (New York Life) in Gillette, Wyoming, holding Series 65 and Series 63 licenses with five years of industry experience. She operates Summit Ridge Financial Group LLC, which brokers non-registered insurance products and sells New York Life offerings. Additionally, she manages a local networking group called Momtrepreneurs of Wyoming. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Carol Vander Dys is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. She holds a Series 66 designation and has 10 years of industry experience, including 11 years at Edward Jones. Outside of her advisory work, she is involved with personal health and beauty product memberships. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Alexander Hesse is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has eight years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2018. Outside of his advisory role, Hesse volunteers as a football coach for Loveland High School and participates in a local business networking group, where he serves on the leadership team. 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 objectives and primarily manages assets on a non-discretionary basis.

Steven Cook is a financial advisor with Eagle Strategies (NY Life) based in Saint Louis, MO. He holds a Series 66 designation and has 25 years of industry experience. Prior to joining Eagle Strategies in 2022, he worked at Cetera and Cetera Financial Specialists LLC for over two decades. Outside of finance, Cook is involved in managing two local bar businesses, SMC Ventures LLC (The Tavern @ Clifton Heights) and Stan-Ad Ventures LLC (KT's Saloon). 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 recommendations and manages the majority of its assets on a non-discretionary basis.

Mitchell Axelrod is a financial advisor with Eagle Strategies (NY Life) based in Beachwood, OH. He holds Series 65 and Series 63 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 and has a background in automotive sales, including nearly a decade at Axelrod Buick GMC. 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 operates within the New York Life affiliate structure and emphasizes tailored, largely non-discretionary advisory solutions across multiple program types.

Wendy Aimola is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has been with Eagle Strategies since 2018 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory role, she serves as a board member for Charley's Angels Pet Initiative, a charitable organization that collects and distributes pet food and supplies to those in need. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional plans, and charitable organizations. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Micheline Yacoub is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She also owns M.Y. Core Financials, LLC, through which she sells New York Life products and brokers non-registered insurance products. Yacoub volunteers with Community Consulting Teams of Boston, providing consulting services to local nonprofits. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice across multiple program types and manages a substantial non-discretionary asset base, primarily serving defined contribution and defined benefit plans, charitable and corporate clients.

Roman Hubbard is a financial advisor with Eagle Strategies (New York Life) based in Fort Collins, CO. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. His career includes longstanding roles at NYLife Securities Inc. and New York Life Insurance Company. 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 offers multiple program types tailored to individual and institutional client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Katherine Chenault is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at Payne Financial Strategies, NYLIFE Securities, and New York Life. Outside of finance, she has experience working in veterinary clinics and at Fort Hays State University. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing a primarily non-discretionary asset management approach and maintaining fiduciary responsibilities to retirement investors.

Citlalli Rojas is a financial advisor with Eagle Strategies (New York Life) based in Corona, CA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2016. Rojas serves on several local boards, including the La Sierra Council Greater Riverside Chambers of Commerce, the Greater Riverside Chambers of Commerce executive board, and the Riverside Community Hospital Board of Trustees. 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 investment adviser representatives. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis.

Colton Adams is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and one year of industry experience. His prior roles span several firms including Fidelity Investments, New York Life Insurance Company, and Uber. Eagle Strategies serves a diverse client base comprising individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services primarily through non-discretionary asset management and tailored solutions including co-advisory relationships and variable annuities.

Sarah Johnson is a financial advisor with Eagle Strategies (NY Life) in Auburn, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Eagle Strategies since 2015 and concurrently affiliated with Packard Financial and NyLife Securities LLC since 2014. Outside of her advisory work, she co-owns a rental property with her husband. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated affiliate structure.