John Henker is a financial advisor with Eagle Strategies (New York Life) based in Kennewick, WA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. His career includes roles at Rogers Financial Group and Nylife Securities Inc., and he operates Henker Financial Partners LLC. He serves as a board member and treasurer of the Wishing Star Foundation, a nonprofit that grants wishes for medically fragile children. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions and a significant portion of assets managed on a non-discretionary basis.

Autumn Sims is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. She has been associated with Eagle Strategies and New York Life since 2017 and operates under the DBA Wealth Strategies Group to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors within an integrated New York Life affiliate structure.

Rusbel Trujillo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Eagle Strategies since 2021. Prior to that, he worked with NYLife Securities LLC and New York Life Insurance Company starting in 2012 and 2014, respectively. 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 offers various program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client needs and plan sponsor criteria.

Gregory Shelton is a financial advisor with Eagle Strategies (NY Life) based in Covington, LA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has been affiliated with New York Life and its related entities since 2008 and operates Shelton Financial Solutions since 2023. Outside of his advisory work, Shelton coaches a youth soccer team in Covington. 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 primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jerry Mckinney is a financial advisor with Eagle Strategies (NY Life) based in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Eagle Strategies since 2012 and has worked concurrently with NYLIFE Securities LLC and New York Life Insurance Company since 1996. Outside of his advisory role, he owns Raiderduck LLC, a venture developing alternative analytics for resume and candidate searches on major job platforms. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Leonard Isaacs is a financial advisor at Eagle Strategies (NY Life) with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Eagle Strategies since 2021. Isaacs also operates Isaacs Financial Group, Inc., through which he sells New York Life products and brokers non-registered insurance products. 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 a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Gurcharan Soni is a financial advisor with Eagle Strategies (New York Life) based in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Eagle Strategies LLC since 1999 and operates Soni Financial & Insurance Solutions, through which he brokers non-registered insurance products. 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 recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of institutional sponsors as well as retail clients.

Robert Shoneck Jr. is a financial advisor with Eagle Strategies (NY Life) in Rocky Hill, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and Nylife Securities LLC since 2003. Outside of his advisory role, he is the owner of Shoneck & Morris, LLC, a small business involved in office management activities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Brian Segel is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at New York Life Insurance Company, Cetera, Allied Wealth Partners, and MassMutual. 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 offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in non-discretionary asset management and retirement plan consulting.

Allan Sherwood is a CFP® and Series 66 credentialed financial advisor with two years of industry experience. He is currently with Eagle Strategies (NY Life) and previously worked at Edward Jones for three years. Before transitioning full-time to financial advising, he spent over two decades in public education within the Battle Creek and Marshall school systems. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm delivers tailored solutions through various program types and operates primarily under a non-discretionary asset management model within an integrated New York Life affiliate structure.

James Hayward is a financial advisor with Eagle Strategies (NY Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates Hayward Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. 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 solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Christopher Falletti is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has operated Falletti Financial since 2009. Outside of his advisory work, he is the owner of Falleti Rentals LLC. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Madison Moery is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT, holding a Series 66 designation and one year of industry experience. Prior to joining Eagle Strategies in 2025, Madison worked at McKenna Financial for seven years and has experience in food service management. Additionally, Madison serves as a notary. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working closely with defined contribution and defined benefit plans, charitable organizations, and corporate clients.

Travis Sprenger is a financial advisor with Eagle Strategies (NY Life) based in Sidney, NE, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Eagle Strategies since 2024 and has operated Sprenger Financial Solutions, LLC since 2010. In addition to his advisory work, he serves as a committee member and board member for the Cheyenne County Fair & Rodeo. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and focuses on tailoring recommendations while managing a significant portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Wenping Jin is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2021 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2009. Outside of her advisory role, she serves as President of the Parents and Teachers' Organization at Westwood Chinese School. 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 provides tailored advice through various program types, emphasizing a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Fabrice Montissol is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2021 and has experience in education with Boston Public Schools and Davis Leadership Academy. Eagle Strategies serves a diverse client base, including individual and institutional investors, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Hamner is a financial advisor with Eagle Strategies (NY Life) based in Meridian, MS, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with Eagle Strategies since 2019 and operates Hamner Financial Group, LLC, through which he brokers insurance products. Outside of his advisory work, Hamner is involved in his local community as a finance committee member and kids ministry leader at Highland Baptist Church and owns a charter boat fishing and sightseeing business. 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 and offers multiple program types, with the majority of assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

Troy Mcchristian is a financial advisor with Eagle Strategies (NY Life) in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 12 years of industry experience, including roles with New York Life Insurance and NYLIFE Securities LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with most assets managed on a non-discretionary basis through an integrated New York Life affiliate network.

Alexander Brese is a financial advisor with Eagle Strategies (NY Life) based in Raleigh, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience. His career includes roles at Eagle Strategies LLC, NYLIFE Securities LLC, Legacy Private Client Services, and Northwestern Mutual Investment Services, LLC. 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 works with individual investors and institutional clients, emphasizing tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.