Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Burnett is a financial advisor with Eagle Strategies (New York Life) in Fall River, MA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with RiverRise Financial, LLC and NYLIFE Securities LLC, as well as New York Life Insurance Company. Outside of his advisory role, he serves on several nonprofit and community boards in Little Compton, Rhode Island, including organizations focused on business networking, scholarships, and community enrichment. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to individual and institutional clients, with a significant portion of assets managed on a non-discretionary basis and integrated advisory services linked to insurance and annuity products.

Christina Horsley is a financial advisor with Eagle Strategies (NY Life) located in Mechanicsville, VA. She holds a Series 66 credential and has 11 years of industry experience. She currently operates under the DBA The Path Financial Strategies LLC, providing investment-related services. Eagle Strategies serves individual and institutional clients through a large network of affiliated investment adviser representatives, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Phillip Whitehead is a financial advisor with Eagle Strategies (NY Life) based in Brandon, MS. He holds the ChFC® designation and has 32 years of industry experience, including long-term affiliations with New York Life and Nylife Securities Inc. Outside of his advisory role, he is involved in several small business ventures, including owning and managing retail food businesses and serving as a deacon at Park Place Baptist Church. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis for both individual and institutional clients within the New York Life affiliate structure.

Jean Marie Leonard is a financial advisor with Eagle Strategies (NY Life) in Bethesda, MD, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, she serves as Chapter President of the McLean Business Connections networking group and is planning to offer private flute lessons. 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 tailored to client objectives, with a significant focus on non-discretionary asset management and specialized services for institutional sponsors.

Daryl Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding the CFP® designation and Series 63 and 66 licenses. He has 31 years of industry experience and has been with Eagle Strategies since 2006. He also operates Ellis Insurance & Financial Group and has been involved in the insurance and financial services sector since the early 1990s. 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 offers multiple advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Andrew Sanborn is a financial advisor with Eagle Strategies (New York Life) in Glen Allen, VA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Eagle Strategies since 2021 and with New York Life Insurance Company since 2000. Outside of his advisory role, he volunteers as a Cub Scout Pack Leader and serves on the board of Comfort Zone Camp, a bereavement organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Patrick Forand is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and over 10 years of industry experience. He has been with Eagle Strategies since 2018 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2017. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Krista Halbach is a financial advisor with Eagle Strategies (NY Life) in New Holstein, WI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been associated with Eagle Strategies since 2015 and operates under the DBA name of Action Financial Strategies, LLC for servicing insurance and financial product clients. Eagle Strategies serves a wide range of individual and institutional clients by 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.

Alexander Williams is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance, along with involvement at The Peace Center and Greenville Heritage FCU. Williams serves as a board member of the African American Prosperity Network and the Simpsonville Chamber, and volunteers at the Bon Secours Wellness Arena. 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 multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Philip Hill is a financial advisor with Eagle Strategies (NY Life) in Midland, TX, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Eagle Strategies since 2026 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2022. Outside of finance, he has been involved with the West Texas Symphony since 2017. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and works extensively with both individual and institutional clients, with most assets managed on a non-discretionary basis.

Benjamin Fisher is a financial advisor with Eagle Strategies (NY Life) in Grand Rapids, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with New York Life and affiliated entities since 2004 and currently operates under Prosper Financial Group. Fisher serves on the community and governing boards for the nonprofit Ele's Place West Michigan and is a director of NAIFA Michigan. He also teaches Faith Formation for St. Robert of Newminster Catholic 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 advisors. The firm offers a range of programs including fee-based advice and retirement plan consulting, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to plan sponsors and investors.

Christian Edwards Saliu is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. Outside of advisory work, he is also an insurance broker providing sales and service for various insurance and annuity products. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions and manages a substantial portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Steven Weinkle is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 designations and has 32 years of industry experience. He has worked at Eagle Strategies since 2024 and concurrently operates W Financial LLC, where he brokers non-New York Life, non-registered insurance products. He has been associated with New York Life Insurance Co. and its affiliated firms since 1991. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions via multiple program types, with the majority of its assets managed on a non-discretionary basis.

Jonathan Spacher is a financial advisor with Eagle Strategies, affiliated with New York Life, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including roles at Eagle Strategies since 2007, Nylife Securities since 1982, and New York Life Insurance Company since 1972. Outside of advisory activities, he is involved in insurance brokering with outside carriers for non-registered investment-related 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 advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, working with both retail and institutional sponsors within an integrated New York Life affiliate structure.

Miguel Delgado Rivero is a financial advisor with Eagle Strategies (NY Life) in Houston, TX, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2016. Additionally, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice across multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Alisa Civello is a financial advisor with Eagle Strategies (NY Life) based in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with NYLIFE Distributors LLC since 2005 and New York Life Insurance Company since 1996. 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 delivers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Alison Zabriskie is a financial advisor with Eagle Strategies (NY Life) based in Salem, OR, holding Series 63 and Series 66 licenses and with three years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life, Cornerstone Valley Inc., Dungarvin Oregon, and Mentor Oregon. 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 offers various programs tailored to client objectives, including fee-based advice, retirement plan consulting, and advisory services linked to insurance and annuity products.

Peter Lovley is a financial advisor with Eagle Strategies (New York Life) in Estero, Florida, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Eagle Strategies and related New York Life affiliates since 2015. Outside of his advisory role, Mr. Lovley serves as a board member for The Residences of Coconut Point homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers a range of programs and emphasizes tailored recommendations while managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ronald Paulseen is a ChFC® credentialed financial advisor with 43 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes longstanding roles at Paulseen Financial Group since 1994 and New York Life Insurance Company since 1972. He is a minority owner of Kansas Heart Hospital and serves as an LLC member and board member of NYLARC, a life insurance reinsurance company for New York Life. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional sponsors, and corporate and charitable entities. The firm emphasizes tailored advice through multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.