Douglas Lambert is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at Kilows from 2022 to 2024 and has an educational background from Santa Clara University. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Jason Dennis is a financial advisor with Eagle Strategies (NY Life) based in Wasilla, Alaska. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. In addition to his advisory work, he serves as a cross-country ski coach for Eagle River Junior Nordic. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jason Hooz is a financial advisor with Eagle Strategies (New York Life) based in Cupertino, CA. He holds the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked with New York Life Insurance Company since 1979 and Nylife Securities LLC since 1983. He is the owner of Hooz Wealth Strategies and Insurance Solutions, LLC, which brokers 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 a range of program types, including fee-based advice and retirement plan consulting, and manages a substantial portion of its assets on a non-discretionary basis.

Robert Hsu is a financial advisor with Eagle Strategies (NY Life) in Honolulu, HI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Equitable Advisors, the Prudential Insurance Company of America, and Hilton Hawaiian Village. He is also involved in insurance brokering as an owner of a firm that works with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships with third-party managers.

Catherine Sherer is a financial advisor with Eagle Strategies (NY Life) based in Rock Hill, SC, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Family Trust FCU and NYLIFE Securities, LLC. Outside of her advisory work, she is a notary public. Eagle Strategies serves both individual and institutional clients, 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.

Andrew Murphy is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, NY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at New York Life Insurance Co., NYLIFE Securities LLC, and operating Murphy Financial Group, through which he sells New York Life products and services. 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, with a focus on tailored recommendations and mostly non-discretionary asset management.

Thomas Klotz is a financial advisor with Eagle Strategies (NY Life) based in Kenner, LA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Klotz has worked with New York Life Insurance Company since 1977 and Nylife Securities Inc. since 1979. He serves as treasurer for the Square One Kenner Condo Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. 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.

Songqun Florence is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2014. 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 a substantial portion of its assets on a non-discretionary basis, working with a diverse range of clients through various program types.

Winston Mc Laughlin is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Since 2011, he has been affiliated with New York Life Insurance Company for a 15-year tenure. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated advisers. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis while offering multiple program types, including retirement plan consulting and co-advisory relationships.

Aridaman Singh is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with several New York Life affiliated firms. Outside of his advisory work, Singh is a partial owner of a restaurant franchise holding company involved in opening a TOGOs sandwich shop. 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 manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Janet Spector is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, having worked at NYLife Securities LLC and New York Life Insurance Company since 1986. Her other business activities include 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 investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Amar Bellara is a financial advisor with Eagle Strategies (NY Life) based in Stratford, CT. He holds the ChFC® designation and securities licenses Series 65 and Series 63, with 19 years of industry experience. Bellara has managed firms including Bellara & Associates since 2010 and Strategic Financial Group LLC since 2016. Outside of advisory work, he is a passive investor in a SaaS company focused on AI-driven automation for skilled trades. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types and primarily manages assets on a non-discretionary basis, operating within the New York Life affiliate structure.

August Ehlers is a financial advisor with Eagle Strategies (New York Life) based in Elkhorn, Nebraska, holding Series 63 and Series 66 licenses with six years of industry experience. He has worked with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2020 and operates Ehlers Financial Group, focusing on brokering non-registered insurance products. 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.

Kevin Garry is a financial advisor with Eagle Strategies (New York Life) in Sioux Falls, SD, holding the ChFC® designation and Series 63 license. He has over 40 years of industry experience, with a continuous career at New York Life Insurance Company, NYLIFE Securities LLC, and Garry Associates, LLP since 1985. Outside of his advisory work, he serves as a volunteer for St. Katherine Committee, is a board member of the State Life & Health Insurance Advisory Board, and participates in the Bishop O'Gorman School System Foundation. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, including fee-based hourly advice, retirement plan consulting, and co-advisory relationships, operating predominantly on a non-discretionary asset management basis.

Joseph Kruse Jr. is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 36 years of industry experience, including long-term roles at Eagle Strategies since 2000, Kruse Financial Group since 1998, Nylife Securities Inc. since 1989, and New York Life Insurance Company since 1988. Outside of his advisory work, he serves as an investor and board member of NYLARC Holding Company Inc., a reinsurance business affiliated with New York Life, and is involved in a corporation that owns a private airplane. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robin Wahby is a financial advisor with Eagle Strategies (NY Life) based in Jacksonville Beach, FL. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. He has worked at New York Life Insurance Company and Nylife Securities since 1990 and has operated Wahby Financial Group LLC since 2014. Outside of his advisory work, Wahby is involved as an investor in multiple minor league sports teams and serves as an emeritus member and finance committee chair for a nonprofit helping developmentally disabled children. 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 advisors. The firm offers a variety of program types tailored to client objectives, with most regulatory assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Maria Bekas is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has four years of industry experience and previously owned Greek Taverna LLC and Face Organics LLC. Bekas also operates Positive Wealth Strategies LLC, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, 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, working extensively within an integrated New York Life affiliate structure.

Laurence Mccarthy is a financial advisor with Eagle Strategies (NY Life) in Munster, IN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with NYLife Securities LLC since 2013 and New York Life Insurance Company since 2012. Outside of his advisory role, he is involved in insurance brokering through Simplicity Life and Rafferty and Associates, Inc. Eagle Strategies serves a diverse client base including individuals and institutions, 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.

Barbara Cole is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked with New York Life and its affiliates since 1987 and operates Cole Insurance & Financial Services, through which she sells New York Life products and brokers 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 investment adviser representatives. 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.

Brandon Potter is a financial advisor with Eagle Strategies (NY Life) in Fort Worth, TX, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His previous roles include positions at Fidelity Brokerage Services and New York Life Insurance Company. He also operates May Financial Strategies, LLC, where he brokers non-registered insurance products. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.