Rebecca Landon is a CFP® professional with 22 years of experience in financial advising. She is associated with Eagle Strategies (New York Life) and Neville Financial Group, with a career spanning roles at New York Life Insurance Company and Nylife Securities LLC. Landon is also an insurance broker specializing in life and disability insurance. Eagle Strategies serves a diverse client base including individuals, corporate, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of advisory programs and emphasizes customized recommendations aligned with client and plan sponsor objectives.

Jared Maher is a financial advisor with Eagle Strategies (NY Life) in Fargo, ND, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Eagle Strategies and Maher Financial Group since 2011 and has a longer tenure with New York Life and Nylife Securities LLC dating back to 2001. He serves as a board member of the Bison Football Players Association, a group of former North Dakota State athletes involved in organizing social events and volunteer services. 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 offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Daniel Diiorgi is a financial advisor with Eagle Strategies (NY Life) based in Missouri City, TX. He holds Series 63 and Series 65 designations and has 20 years of industry experience. Since 2014, he has been affiliated with 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 representatives. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Roseann Estrada is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Eagle Strategies since 2023. Estrada also operates Estrada Financial LLC, through which she brokers 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 advisors. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Christian Buccola is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of his advisory role, he is involved as a passive investor in cryptocurrency. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while serving diverse client types including defined contribution and defined benefit plans.

Blake Mai is a financial advisor with Eagle Strategies (NY Life) in Knoxville, TN, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with Eagle Strategies since 2018 and has affiliations with NYLife Securities LLC and New York Life Insurance Company dating back to 2012. 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 offers a range of advisory programs, emphasizing customized recommendations and fiduciary responsibility, with the majority of assets under management held on a non-discretionary basis.

Wesley Morgan is a financial advisor with Eagle Strategies (NY Life) based in Mentor, OH, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Eagle Strategies since 2021 and has operated Morgan Financial Solutions since 2016, 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 through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Alyson Sedia is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Eagle Strategies, she was associated with NYLIFE Securities LLC and New York Life Insurance Company. 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 customized advice through various program types and emphasizes non-discretionary asset management, working within an integrated New York Life affiliate structure.

Larry Weatherford Jr. is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including long-term roles at New York Life and Nylife Securities Inc. In addition to his advisory work, he operates under Weatherford Financial Group and is an independent associate offering prepaid legal memberships through Legal Shield. He also serves as a Notary Public, providing notary services to clients on a volunteer basis. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Eppich is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and Atlantic Planning Group LLC, where he provides financial planning and personal financial solutions. Eppich is also involved in brokering non-registered insurance products through Ash Brokerage. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisors, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement investing.

Sueann Lin is a financial advisor with Eagle Strategies (NY Life) based in Alpharetta, GA. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance, Rising Sun Solutions LLC, and Holiday Media. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities in its work with retirement investors.

Amy Kates is a Certified Financial Planner® with 37 years of industry experience, currently affiliated with Eagle Strategies (New York Life). She has been associated with Eagle Strategies since 2009 and has operated Kates Financial & Insurance Strategies since 2013. Her background includes a long tenure with New York Life and its related entities dating back to 1988. 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 tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jason Palmadesso is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has served in various consulting and insurance brokerage roles under several DBAs, including Mahoney Financial Organization, LLC, The Bridge Group, Inc., and M&A Executive Benefit Insurance Solutions, LLC. Eagle Strategies serves a diverse client base of individuals and institutions, 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 most assets on a non-discretionary basis while offering a range of advisory programs tied to insurance and annuity products.

Christine Parman is a financial advisor with Eagle Strategies (NY Life) based in Reno, NV, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has worked at Eagle Strategies since 2021 and concurrently with NYLife Securities LLC and New York Life Insurance Company since 2014. Parman also owns and operates Frontline Wealth Group, focusing on selling New York Life products and brokering non-registered insurance products. She serves as a board member of Scarlet Hope, a nonprofit organization that provides outreach to women in the adult entertainment industry. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and delivers advice through various program types, with the majority of assets managed on a non-discretionary basis.

Christopher Kenney is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. He also operates Fairway Group, LLC, brokering insurance products outside of New York Life offerings to serve certain clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing a range of advisory services such as financial planning, investment management, and retirement plan consulting. 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.

Jason Depetris is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding CFP® and Series 63 credentials with 15 years of industry experience. He has been affiliated with New York Life and its related entities since 2010 and currently operates under his own business names, including Blue Cedar Financial and Insurance Solutions and Be Here Now Insurance and Financial Services. Outside of advising, he is a published fiction writer working with a publisher on short stories and potentially a novel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and specializes in non-discretionary asset management, working extensively with defined contribution and defined benefit plans within an integrated New York Life affiliate structure.

Lucas King is a financial advisor with Eagle Strategies (NY Life) based in Perrysburg, OH, holding Series 63 and Series 66 credentials and having seven years of industry experience. Prior to his current role since 2022, he worked with NYLIFE Securities and New York Life Insurance Company starting in 2019, and he has a background at IMA World Health from 2012 to 2019. Outside of his advisory duties, he serves on the boards of several non-profit organizations, including DEXA Haiti Relief, Partners in Education of Toledo, and The Epilepsy Center of Northwest Ohio, and volunteers with the Toledo Rotary Club. 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 various program types tailored to client objectives, with most assets managed on a non-discretionary basis, and maintains fiduciary responsibilities particularly regarding retirement investors.

Abby Gross is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Eagle Strategies (a New York Life company) and also owns Beechwoods Financial Solutions, under which she sells New York Life products and brokers non-registered insurance products. Prior to joining Eagle Strategies in 2025, Abby held roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual and institutional clients, offering services such as financial planning, investment management, and retirement-plan advisory. The firm provides tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Stewart is a financial advisor at Eagle Strategies (NY Life) with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at NYLIFE Securities, LLC and N.Y. Life Insurance Company since 1986. Stewart also owns Stewart Financial Services, Inc. and serves as a board member of the Clemmons Moravian Church, overseeing finances and operations. Eagle Strategies serves 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 and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a significant focus on institutional retirement plan clients.

Jan Christensen is a financial advisor with Eagle Strategies (NY Life) based in Draper, Utah, holding Series 63 and 65 licenses and with 36 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 1989 and has operated Christensen Financial and Insurance Services since 2011. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a wide network of representatives. The firm offers a range of advisory programs and focuses on tailored recommendations, managing a substantial majority of its assets on a non-discretionary basis.