Dongzhe Jin is a financial advisor with Eagle Strategies (NY Life) based in Yorba Linda, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and is involved with multiple affiliated entities including Abacus Financial Strategies and OpenWin Financial & Insurance Services. Jin is also the owner of Golden Summit Insurance & Financial Center, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored solutions, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rosa Harnack is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has been affiliated with New York Life-related entities since 2004 and has worked at Eagle Strategies LLC since 2020. Outside of advisory services, she is appointed with outside insurance carriers for brokering non-registered insurance products. 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 program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Stephen Patton is a financial advisor with Eagle Strategies (NY Life) based in Springfield, IL. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Patton is also principal of Patton Financial Group, which he founded in 2012. Outside his advisory work, he owns a car rental business. Eagle Strategies serves individual and institutional clients by 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.

Antonio Benedetti is a financial advisor with Eagle Strategies (NY Life) in De Witt, NY. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he was associated with NYL Securities LLC and New York Life Insurance Company. Benedetti also founded and managed Benedetti Builders LLC from 2018 to 2022. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Minh Chau Pham Nguyen is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 designations and having 12 years of industry experience. Nguyen has worked with Eagle Strategies since 2017 and has been affiliated with NYLife Securities LLC and New York Life Insurance since 2013. Outside of advisory work, Nguyen is involved in insurance brokering for 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 through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring solutions to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Bradley Miller is a financial advisor with Eagle Strategies (New York Life) based in Saint Louis, MO. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Beltone Alliance and real estate firms such as RE/MAX Results Realty and Payne Family Homes. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Rossman is a financial advisor with Eagle Strategies (NY Life) in Bridgewater, MA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2011, respectively. Outside of advisory roles, he is appointed as an insurance broker for 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 recommendations and manages the majority of its assets on a non-discretionary basis through a network of affiliated advisors within the New York Life affiliate structure.

Siddi Hussain is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Charles Schwab, The Bridge Group, and NYLife Securities. Outside of advising, he is involved with Zenithal LLC, an online retail business offering clothing and jewelry, and he works as an independent contractor for both Uber and Lyft. 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 and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Lynne Carlo is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63 and Series 66 credentials and has 26 years of industry experience. Her career includes long-term 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 advisers. The firm focuses on tailored advice delivered via multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

James Barnes II is a financial advisor at Eagle Strategies (NY Life) based in Macon, GA, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Eagle Strategies since 2021. Prior to that, he was affiliated with Mahoney Financial Organization and has held roles with Nylife Securities LLC and New York Life Insurance Company. He is also appointed as an insurance broker for outside insurance carriers. 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. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a fiduciary focus on retirement investors.

David Sanderson is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Silas Parker & Associates LLC and NYLIFE Securities LLC, and was self-employed for 11 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Diana Figueiredo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2018. In addition to her advisory role, she is appointed as an insurance broker for outside insurance carriers, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jesse Crispe is a financial advisor with Eagle Strategies (NY Life) based in Castle Pines, CO, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been affiliated with Eagle Strategies since 2022 and previously worked with New York Life Insurance and Nylife Securities Inc. since 1994. Crispe also engaged in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and corporate plans, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Eric Baumbach is a financial advisor with Eagle Strategies at New York Life, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at Eagle Strategies since 2004 and has been involved with affiliated entities such as Treebrook Financial Group and Lippencott Financial Group. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, and Transglobal Holding Company. He also served over two decades at Vineyard of Hope Church. 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 offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Yudit Silveira is a financial advisor with Eagle Strategies (NY Life) based in Miami, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has worked with Silveira Financial Group LLC, Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. She is also involved in insurance brokering, operating under Silveira Financial Group LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Catherine Morris Nink is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Phillips Financial Group LLC, Nylife Securities LLC, and Pharo Management, Inc. She has an ownership interest in a rental property outside of her advisory work. 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 advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.

Dawn Terbush is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at New York Life Insurance Company and NYlife Securities LLC. Terbush serves as a board member of professional networking groups in Southern California and Melville, NY, and owns Terbush Management Services, Inc., which provides engineering project management services. 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 multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

John Balele is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a ChFC® designation and a Series 63 license, and has seven years of industry experience. Prior to his current role, he has worked with New York Life Insurance Co, NYLIFE Securities LLC, and operated an online VIP booking service for Las Vegas nightclubs through Vegas Made LLC. He also serves as a board member of the African Diaspora of Las Vegas, a nonprofit focused on supporting the local African diaspora community. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Corina Wack is a financial advisor with Eagle Strategies (NY Life) based in Saxonburg, PA, holding Series 65 and Series 63 credentials and seven years of industry experience. Her prior roles include positions at Olewine Financial Group and Dream Big Wealth Strategies. She serves as an officer for the Ladies Auxiliary to the Butler Township Volunteer Fire District and holds leadership roles with the Rotary Leadership Institute and the Golden Tornado Scholastic Foundation. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement 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 affiliate structure.