Mary Capparuccini is a financial advisor with Eagle Strategies (New York Life) based in South Burlington, Vermont. She holds the CFP® and ChFC® designations and has three years of industry experience. In addition to her advisory role, she serves on the advisory board of Burlington Young Professionals, the board of the Women Business Owners Network in Vermont, and is an officer in the local Business Network International chapter. She also works part-time as a line cook at The Friendly Toast. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional clients, and corporate plans. The firm emphasizes tailored recommendations and delivers solutions through multiple program types, with a majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Ronald Meeker is a financial advisor with Eagle Strategies (NY Life) based in Sioux Falls, SD. He holds the ChFC® designation and Series 63 license, and has 36 years of industry experience. He has been with Eagle Strategies since 2008 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1989. Meeker is appointed with various outside insurance carriers, brokering 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 multiple program types and tailors its recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Christopher Alderson is a CFP® professional with 22 years of industry experience. He is currently affiliated with Eagle Strategies (NY Life) and has held roles with NYLIFE Securities LLC, ROI Financial Group, and Massachusetts Mutual Life. Outside of his advisory work, Alderson is involved in insurance brokering and property and casualty sales through his agency, Alderson & Gersitz Agency, Inc. Eagle Strategies serves a diverse client base including individual investors, 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 solutions delivered primarily through non-discretionary advisory relationships.

Taylor Triplett is a financial advisor with Eagle Strategies (NY Life) based in Ridgeland, MS. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Taylor has held roles at Sledge & Company Financial and The Skyline Company, which he owns. Outside of his advisory work, he serves on the boards of the Mississippi Symphony Orchestra and St. Andrew's Episcopal School, and is involved with Breakthrough T1D, a nonprofit focused on Type 1 diabetes. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored solutions across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

James Eiseman is a financial advisor with Eagle Strategies (NY Life) based in Hamburg, NY, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has worked with ROI Financial Group, Eagle Strategies, New York Life Insurance Company, and NYLife Securities LLC. Outside of his advisory role, Eiseman is involved in cryptocurrency investing and serves as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, 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 structure.

Cindy Verduzco is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with Monarch Grove Wealth Strategies & Insurance Solutions since 2023 and has been affiliated with Eagle Strategies and New York Life-related entities since 2018. In addition to her advisory role, she operates Monarch Grove Wealth Strategies & Insurance Solutions, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis through its integrated New York Life affiliate structure.

Broderick Young is a CFP®-credentialed financial advisor with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Crystal Clear Financial Group, Reveal Wealth, and New York Life. Outside of his advisory work, he serves on the board of Studio for Wellness & Education, contributing to the organization’s guidance and strategic development. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, 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 through various program types linked to insurance and annuity products.

Richard Basulto is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has seven years of industry experience and previously worked at Mazorra Business Services. He serves as a board member of the New Hyde Park Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Thomas Genera is a financial advisor with Eagle Strategies (NY Life) based in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with New York Life Insurance since 1981 and with NYLife Securities Inc. since 1991. Additionally, he is appointed with various outside insurance carriers for brokering 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 through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, managing the majority of its regulatory assets on a non-discretionary basis.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked with Blue Cedar Financial and Insurance Solutions, Lozano Financial Strategies and Insurance Solutions LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Lozano is also involved in insurance brokering through his affiliated entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a significant focus on non-discretionary assets under management.

Dennis Dickinson is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has operated Dickinson Wealth Strategies, LLC since 2018 and has been associated with Eagle Strategies and New York Life entities since 2009. 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 offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Anthony Sablan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has worked concurrently at Eagle Strategies and related New York Life entities since 2015 and owns Ultimate Wealth Strategies LLC, through which he brokers insurance products. Outside of his advisory work, Sablan serves on the board of the After School All Stars Foundation, coaches martial arts, and hosts "Unscripted Arena," a podcast interviewing guests about personal challenges. 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 recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate network.

Yuxuan Wang is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and positions outside finance such as at Meet Up Chinese Cuisine and in education. Wang is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Felicia Kestenberg is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and with 15 years of industry experience. She has worked at Eagle Strategies since 2019 and also operates Kesten Financial Group, LLC. Kestenberg is the owner and president of a dormant cosmetics entity. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Ezra Litton is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding a Series 66 designation and 15 years of industry experience. His career includes roles at New York Life, NYLife Securities, PRUCO Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he operates a sole business renting rooftop tents and camping equipment for recreational use. 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 the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tania Fukuda Freuler is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. She holds the CFP® and ChFC® designations and has worked with Wahine Wealth Partners, Tania Marie Financial, and New York Life Insurance Company. She is a member of the Organization of Women Leaders (OWL) in Hawaii, a networking group for professional women. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Robin Nack is a financial advisor with Eagle Strategies (New York Life) based in New York, NY, holding a Series 66 credential and having 10 years of industry experience. Since 2016, Nack has been affiliated with New York Life. Outside of his advisory role, he serves as a trustee for a family trust without compensation. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, charitable, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with most assets managed on a non-discretionary basis and a focus on tailoring recommendations to client objectives.

Betty Kendra is a financial advisor with Eagle Strategies (NY Life) in Martinez, GA, holding a Series 63 designation and bringing 22 years of industry experience. She has been with Eagle Strategies since 2014 and also serves as Vice President, Secretary, and Treasurer of Kendra Financial Group, LLC, which manages office overhead expenses and offers insurance and annuity products. Kendra is additionally appointed as an insurance broker with outside carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Vatsal Patel is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding the Series 66 credential and seven years of industry experience. He has worked at firms including Bank of America, Merrill, Edward Jones, and New York Life. Outside of his advisory work, Patel owns and operates a beer and wine convenience store called Windsor Shoppe. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and focuses on tailoring advice to client goals, with a significant portion of assets managed on a non-discretionary basis.

Bradley Ruh is a financial advisor with Eagle Strategies (NY Life) based in New Holstein, WI, holding Series 63 and Series 66 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2011 and operates under the DBA Action Financial Strategies, LLC, focusing on the sale of New York Life products and brokering non-registered insurance products. Outside of his advisory work, he serves as a volunteer board member at St. Mark Ministries, providing general advising and guidance. Eagle Strategies serves individual and institutional clients, offering 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 manages most of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.