Colton White is a financial advisor with Eagle Strategies (NY Life) in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and five years of industry experience. He has been affiliated with New York Life and its related entities since 2020 and has experience with Your Vision Financial Group. Outside of his advisory role, he volunteers as a part-time football coach at Coe College. 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 offers a range of programs tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Eun Im is a financial advisor at Eagle Strategies (NY Life) based in Los Angeles, CA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Kory Yoder is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and two years of industry experience. His professional background includes roles at Falcon Financial & Insurance Solutions, Inc., and Eagle Strategies LLC. Outside of finance, Yoder is involved in music education, providing instruction and feedback to high school marching bands at Clovis East and Independence High Schools. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Alexis Quaglieri is a CFP® with seven years of experience in financial advising. She is currently with Eagle Strategies (NY Life), where she has worked since 2020, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Alexis also spent time at Lincoln Financial Advisors Corporation from 2022 to 2023. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach.

Robert Buck is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL. He holds Series 65 and Series 63 licenses and has been in the industry since 2017, with prior experience at University of Southern Maine and Bath Iron Works. He has been affiliated with Eagle Strategies since 2026 and with New York Life companies since 2020. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate entities. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Gregory Kelly is a financial advisor with Eagle Strategies (NY Life) in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he serves on the board of directors for Caiden's Hope Foundation and participates in oversight committees for the Alamo Colleges District. 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, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement planning.

Eulette Edwards is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with New York Life Insurance Company and its affiliated entities since 2014 and operates her own firm, Eulette Edwards & Associates, Financial and Insurance Services, LLC, brokering insurance products. Additionally, she serves as an independent contractor facilitating mindset training through The Pacific Institute. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Hurley is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Hurley operates Fort Independence Financial & Insurance, where he brokers non-registered insurance products and sells New York Life products. 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 advisors. 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.

David Tucker is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Field Financial Strategies, LLC, Cadence Wealth Management, L.L.C., and various positions with New York Life and its affiliated entities. Outside of advisory work, he volunteers as Assistant Grand Praetor for the Sigma Chi Fraternity, providing support and mentorship to collegiate members in central Texas. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, with a focus on non-discretionary asset management and serving a diverse range of institutional sponsors.

Adam Robinson is a CFP® professional with 24 years of experience, currently affiliated with Eagle Strategies (NY Life) in Northampton, MA. He has worked with Ostberg & Associates Financial Services and Insurance as well as Crossman Financial Services and Insurance. Robinson serves as a corporator for Greenfield/Northampton Cooperative Bank. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jared Doty is a financial advisor with Eagle Strategies (NY Life) in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Eagle Strategies since 2022 and has been involved with New York Life Insurance Company and Nylife Securities LLC since 2009. Outside of his advisory work, Doty serves on the board of directors at Twin Oaks Country Club. 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 emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Marc Braden is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ. He holds the Series 63 and Series 65 credentials and has 24 years of industry experience. Braden has been with Eagle Strategies since 2012 and with New York Life since 2001. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan 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.

Peter Mc Evoy is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at BlackRock Investments and Deutsche Bank Trust Company Americas, as well as Fiduciary Trust Company. 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 emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Seghers is a financial advisor with Eagle Strategies (New York Life) based in New Orleans, LA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he held various legal positions and founded Freelance Legal Exchange LLC. Outside of his advisory work, he serves as an officer in the Saint Benilde Men's Club, a charitable organization affiliated with St. Benilde Parish and school. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Jimmy Rivera is a financial advisor with Eagle Strategies (NY Life) in Corpus Christi, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Eagle Strategies since 2019 and also maintains affiliations with New York Life Insurance Company and Nylilfe Securities LLC since 2002. Outside of his advisory work, he serves on the board of York Town Christian Academy, participating in decision-making for the school. 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 tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Anthony Melo is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the Series 66 designation and has two years of industry experience. Prior to his advisory roles, Melo worked for Keurig Dr Pepper for ten years. Eagle Strategies serves a broad client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ronald Gruber Jr. is a financial advisor with Eagle Strategies (NY Life) in Queensbury, NY, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Eagle Strategies since 2016 and has concurrently worked with Nylife Securities LLC and New York Life Insurance Company since 2003. Outside of advisory work, he serves as an independent contractor brokering non-registered insurance products with outside carriers. 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 advisers. The firm offers multiple program types tailored to client objectives and plan sponsors, with a significant portion of assets managed on a non-discretionary basis.

Steven Fish is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with New York Life Insurance Company since 2001. Outside of his advisory role, he is the owner and captain of Mary Chan Charters, a fishing guide service located in Powhatan, Virginia. 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 focuses on tailored recommendations across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Hermann Rojas is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017, and spent eleven years at Enterprise Rent-A-Car 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 investment adviser representatives. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis, including advisory services connected to insurance and annuity products.

Tracy Chen is a financial advisor with Eagle Strategies (New York Life) based in Orlando, FL. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Chen has worked with Eagle Strategies LLC, Wisdom Insights Financial Solutions & Insurance Services, NYLIFE Securities LLC, and New York Life Insurance Co. since 2016. She is also an independent contractor brokering non-registered insurance products through East and Ocean Associates Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages the majority of its assets on a non-discretionary basis.