Jason Leonard is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including long-term tenure at New York Life Insurance Company since 2000. Outside his advisory role, he owns a custom clothing business and creates motivational content shared on social media platforms. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering 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.

Theodore Young is a financial advisor with Eagle Strategies (NY Life) in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held various roles including leadership positions at Perry Young Insurance Solutions and Kaneski Associates Financial & Insurance Services. Young serves as a board member for the Sports Financial Advisors Association and the Northwoods League, a college baseball summer league. 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 variety of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Patrick Paragas is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Merrill Lynch Pierce, Northwestern Mutual Wealth Management Company, 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 investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Jamie Moyer is a financial advisor with Eagle Strategies (NY Life) based in Duncansville, PA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Moyer has worked at Eagle Strategies since 2022 and has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2017. He also brokers non-registered insurance products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.

Heidi Halus is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Eagle Strategies since 2014 and New York Life since 2001. Halus serves as an instructor at Colorado Free University, teaching courses on Women & Finance and positive thinking. She is also a board member of the UCCS Accounting & Finance Advisory Board and engages in speaking engagements for various community and business groups. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

James Clayton is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has eight years of experience in the insurance and financial services industry, including roles at New York Life Insurance Company and NYLIFE Securities, LLC. Clayton volunteers as an ambassador for the Augusta Metro Chamber of Commerce and serves as a board member for Easterseals East Georgia. He is also actively involved in Business Networking International, where he is expected to assume the role of Vice President of the local group. 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 operates primarily with non-discretionary assets, serving both retail investors and institutional plan sponsors within the integrated New York Life affiliate structure.

George Hayden is a financial advisor with Eagle Strategies (New York Life) holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including roles at Carl E. Johanason & Associates since 1987 and New York Life since 1998. Hayden is also the owner of Hayden Financial & Insurance Solutions and involved with Mahoney Financial Organization, LLC, where he focuses on insurance brokering and related investment activities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and maintains a predominantly non-discretionary asset base.

Christopher Mulch is a financial advisor with Eagle Strategies (New York Life) based in Tampa, FL. He holds Series 63 and Series 66 licenses and has two years of industry experience. His background includes over two decades of service in the U.S. Army. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailoring recommendations to client objectives. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Justin Cook is a financial advisor with Eagle Strategies (New York Life) based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and he has a background that includes senior roles at T-Mobile and experience with Dragonfly Visual Productions. Outside of his advisory work, Cook is involved in local education initiatives, serving as a board member of the Cuthbertson High School Parent Teacher Student Organization and volunteering with the NTES WatchDOGS program. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and corporate clients. The firm offers multiple program types tailored to client objectives and is noted for managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Philbert Demarie III is a financial advisor at Eagle Strategies (NY Life) with over 37 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes ownership and advisory roles at Demarie Wealth Strategies Group, DeMarie & Timmerman, LLC, and P.J. DeMarie III & Associates Inc, along with longstanding affiliations with New York Life and Nylife Securities. He serves as a board member for Land Trust for Louisiana, a nonprofit land conservation organization. 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 delivered through multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Yosuke Kameoka is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Eagle Strategies since 2015 and has been affiliated with New York Life Insurance Co. since 2002. Eagle Strategies serves a diverse group 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 a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Carson Schumann is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and has two years of industry experience. He has worked with Eagle Strategies and NYLIFE Securities LLC since 2024 and maintains an entrepreneurial venture reselling returned mattresses through Sharetown. Additionally, he volunteers with the Thomas Walker Volunteer Fire Department, assisting with fire calls as needed. Eagle Strategies serves a diverse clientele, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Bryan Topelsohn is a financial advisor with Eagle Strategies (NY Life) in Flower Mound, TX, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with New York Life Insurance Co since 1999 and NYLIFE Distributors LLC since 2003. Outside of his advisory role, he occasionally resells NFL and other event tickets related to his personal seat license. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

William Kane is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds a Series 63 designation and has 43 years of industry experience. His career includes long-term roles with NY Life Insurance Company, Eagle Strategies, and Nylife Securities Inc. Kane is also licensed with various insurance companies for the sale of group insurance and non-New York Life insurance products. 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 and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Matthew Skelly is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes roles at Blue Line Financial, LLC and NYLIFE Securities LLC. 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 offers tailored advice across various program types and primarily manages assets on a non-discretionary basis.

Nagarajan Nilakantan is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Crowdstrike, Conga (Apttus), Infosys (Google contract), and Symantec (Norton). 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 advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Kellie Bass is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Ellis Insurance & Financial Group and NYLife Securities since 2006. She is also a notary public, providing notary services to clients without charge to assist with financial documents such as spousal consents on 401(k) rollovers. Eagle Strategies serves a diverse client base including individuals and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Erin Furman is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 66 and Series 63 licenses with nine years of industry experience. Her work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Cumby Spencer & Associates. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages a substantial majority of assets on a non-discretionary basis.

Christy Barilotti is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has operated her own firms, Barilotti Wealth Strategies LLC and Barilotti Wealth Strategies & Insurance Solutions, LLC, since 2008 and 2014 respectively, and has longstanding ties to New York Life Insurance Company and NYLIFE Securities LLC. Outside of her advisory work, she serves on the Campaign Executive Committee for Ursinus College, volunteers with a mentorship program at Liguori Academy, participates on the U-Imagine Center Advisory Council, and owns Freedom and Clarity, LLC, which holds a patent and license for a cell phone device. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides a range of financial planning and retirement-plan advisory services, emphasizing tailored recommendations and managing a substantial portion of its assets on a non-discretionary basis within the integrated New York Life structure.

Carlos Cortez is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and New York Life Insurance Company, with prior roles including Nylife Distributors LLC. Outside of advising, he serves as a notary public without charging fees. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.