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Gary M

CFP®, Series 66

Coram, NY

Eagle Strategies (NY Life)

Gary Murano is a CFP® and holds the Series 66 designation. He joined Eagle Strategies (NY Life) in 2026 and has prior experience with firms including Shufro, Rose & Co., LLC and Hudson Dynamic Retirement. His background also includes roles outside traditional financial advising, such as work with At Your Service Staffing and Lessing's Hospitality Group. 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 multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jason C

Series 65, Series 63

Independence, OH

Eagle Strategies (NY Life)

Jason Craciun is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, where he has been employed since 2010. 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 tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities related to retirement plan recommendations.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joel A

Series 63, Series 66

Timonium, MD

Eagle Strategies (NY Life)

Joel Albert is a financial advisor with Eagle Strategies (NY Life) based in Timonium, MD. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to his current role, he was involved with Happy Paws Inc. for eight years. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, focusing primarily on non-discretionary asset management and tailored solutions aligned with client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Tina D

Series 63, Series 65

Marrero, LA

Eagle Strategies (NY Life)

Tina Dandry Mayes is a financial advisor with Eagle Strategies (NY Life) based in Marrero, LA. She holds Series 63 and Series 65 licenses and has 40 years of industry experience, including long-term roles at New York Life Insurance Co. and Nylife Securities Inc. Since 2015, she has also owned Financial Strategies and Solutions, LLC, which brokers non-registered insurance products. Outside of her advisory work, she serves as an officer for the West Jefferson Hospital Foundation and volunteers on the Parish Council of Visitation of Our Lady Catholic Church. Additionally, she owns Safe-Push LLC, a company focused on developing and licensing medical inventions. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Farah P

Series 63, Series 65

Hoffman Estates, IL

Eagle Strategies (NY Life)

Farah Pradhan is a financial advisor with Eagle Strategies (NY Life) in Hoffman Estates, IL, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been affiliated with Eagle Strategies since 2011 and has been with New York Life and NYLIFE Securities since 2003 and 2004, respectively. Outside of her advisory role, she owns an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jennaydra J

Series 66

Rego Park, NY

Eagle Strategies (NY Life)

Jennaydra Jordan is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has worked at several related firms since 2018 and also operates JD Growth Financial Strategies, LLC, focusing on brokering non-registered insurance products and selling New York Life products. Jordan is active in community and nonprofit organizations, including serving on committees for Jack and Jill of America, Inc., and holding leadership roles within Alpha Kappa Alpha Sorority and the AKA North Atlantic Regional Conference. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable and corporate 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Strawford D

Series 66

Pensacola, FL

Eagle Strategies (NY Life)

Strawford Dees IV is a financial advisor with Eagle Strategies (NY Life) based in Pensacola, FL. He holds a Series 66 designation and has 20 years of industry experience. His career includes roles at firms such as Community Bank of MS, LPL Financial, and Pinnacle Trust Company. Dees is also involved in insurance brokering through ASA Group, where he sells and services fixed insurance products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis, working extensively with institutional sponsors within the New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Martin G

Series 63, Series 65

Raleigh, NC

Eagle Strategies (NY Life)

Martin Green Jr. is a financial advisor with Eagle Strategies (New York Life) based in Raleigh, NC. He holds the Series 63 and Series 65 designations and has 35 years of industry experience. His career includes long-term roles at New York Life Insurance Company and Nylife Securities LLC. 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 recommendations and a predominantly non-discretionary asset management approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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David T

Series 63, Series 66

Frisco, TX

Eagle Strategies (NY Life)

David Thompson is a financial advisor with Eagle Strategies (NY Life) in Frisco, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked with firms including Three Pillars Wealth, LLC, Primary Purpose Financial Group LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Thompson is president of an insurance brokering business focused on 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 offers tailored solutions across multiple program types and manages a majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Daniel R

Series 63, Series 66

Charlotte, NC

Eagle Strategies (NY Life)

Daniel Ratajczak is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His career includes roles at New York Life Insurance Company since 2020 and WRHI Radio since 2021. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers multiple program types tailored to client objectives, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jordon A

Series 63, Series 66

Rock Hill, SC

Eagle Strategies (NY Life)

Jordon Accetta is a financial advisor with Eagle Strategies (NY Life) in Rock Hill, SC, holding Series 63 and Series 66 credentials and having eight years of industry experience. He is also the owner of 1852 Financial Group LLC, where he brokers non-registered insurance products and sells New York Life products and services. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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 representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, often working with institutional plan sponsors within the New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Raymond T

Series 63, Series 65

Maitland, FL

Eagle Strategies (NY Life)

Raymond Throne II is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 65 licenses and boasting 52 years of industry experience. He has been affiliated with New York Life and NYLife Securities since 1973 and has operated Ray Throne & Associates since 2007. In addition to his advisory work, he manages independent sales of New York Life products and brokers non-registered insurance products under his own DBA. Eagle Strategies serves a diverse clientele including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, primarily on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Scott S

ChFC®, Series 63

Cedar Rapids, IA

Eagle Strategies (NY Life)

Scott Shaw is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, IA, holding the ChFC® designation and Series 63 license. He has 23 years of industry experience, including roles at Your Vision Financial Group, Kaestner-Shaw Financial Group, and New York Life. Shaw serves as a board member for the Benton Community School District. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Lee W

Series 63, Series 65

Oklahoma City, OK

Eagle Strategies (NY Life)

Lee Wilcox is a financial advisor with Eagle Strategies and New York Life, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2008 and also works with NYLIFE Securities Inc. Additionally, he brokers disability and life insurance products through Guardian 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 emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Anthony C

ChFC®, Series 63

Sacramento, CA

Eagle Strategies (NY Life)

Anthony Chee is a ChFC® credentialed advisor with Eagle Strategies (New York Life), based in Sacramento, CA. He has 25 years of experience in the financial services industry, including over two decades with New York Life Insurance Company. His background includes insurance brokering and selling non-registered products through various carrier appointments. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Stephanie M

Series 63, Series 66

Austin, TX

Eagle Strategies (NY Life)

Stephanie Mckinney is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. She has been associated with NYLife Securities LLC and Wesley R. Young since 2008. In addition to her advisory role, she owns Forty Six Ten Consulting LLC, providing administrative and software consulting services, and serves as a Notary Public. 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 affiliated representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly in the retirement plan sector.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Judith K

Series 63, Series 65

New York, NY

Eagle Strategies (NY Life)

Judith Klebanow is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Eagle Strategies and associated New York Life entities since 2014. Her other business activities include brokering non-registered insurance products through outside carriers. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and a substantial portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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David F

Series 63, Series 65

Santa Rosa, CA

Eagle Strategies (NY Life)

David Felte is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, California, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life and its affiliated entities since 2001 and has been associated with Salmon-Felte Insurance and Financial Services since 2005. Outside of his advisory role, he serves on the Sonoma State University Foundation Board and is a board member of the Brockway Springs Property Owners Association. 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 tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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David R

Series 63, Series 65

Horsham, PA

Eagle Strategies (NY Life)

David Reif is a financial advisor with Eagle Strategies (NY Life) based in Horsham, PA, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Eagle Strategies since 2009 and has prior experience with Tactical Financial Group. Outside of his advisory role, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients, 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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Taylor T

Series 66

Edina, MN

Eagle Strategies (NY Life)

Taylor Thompson is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, Joshua John Batalden, and Merrill Lynch Wealth Management. Before entering the financial industry, Thompson worked at United Parcel Service and has experience in education and athletics, including junior hockey. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm provides tailored recommendations across multiple program types, focusing primarily on non-discretionary asset management for individual and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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