Mark Musallam is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2016. Outside of his advisory role, he is involved in musical performance activities including writing and recording music under the name TimeMaker Entertainment. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers various programs including fee-based hourly consultation and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

John Stobbe is a financial advisor with Eagle Strategies (NY Life) in Tampa, FL, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Eagle Strategies since 2014 and has concurrently worked with Nylife Securities, Inc. and New York Life Insurance Company since 2006. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through its extensive network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives, including non-discretionary asset management and specialized retirement plan consulting.

Sharon Lin is a CFA® charterholder and Series 63 licensee with five years of industry experience. She is currently an advisor at Eagle Strategies (NY Life) and has held various roles within New York Life-affiliated entities since 2019. Outside of her financial career, she works as an independent voiceover contractor. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis.

Joel Steele is a financial advisor with Eagle Strategies (NY Life) in Cherry Hill, NJ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2011 and has longstanding ties to New York Life and affiliated entities dating back to 2002. Outside of his advisory role, Steele is involved in several entrepreneurial and charitable ventures, including co-founding a charitable organization and holding passive interests in minor league sports and environmental carbon removal companies. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement plan advisory services through a large network of advisors. The firm emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients within an integrated New York Life affiliate structure.

Miguel Taveras is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds the ChFC® and Series 63 credentials and has been in the industry since 2026. Prior to joining Eagle Strategies, he worked at New York Life Insurance Company since 2019 and at PROCEED Inc. from 2015 to 2019. Eagle Strategies serves individual and institutional clients by 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 manages a significant portion of assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and defined benefit plans.

John Moore is a financial advisor at Eagle Strategies (NY Life) based in Charlotte, NC, with two years of industry experience. He holds the Series 63 and Series 66 licenses and has been affiliated with New York Life companies and Eagle Strategies since 2023. Outside of his advisory role, Moore is a freelance musician and serves as a board member for a local business referral group. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis.

Larry Murphy is a financial advisor with Eagle Strategies (New York Life) in Pensacola, FL, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at multiple firms including Atlas Financial Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, Murphy participates as a member of the Louis Maygarden Center for Financial Literacy, assisting with organizing and supporting financial education workshops. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of programs tailored to individual, corporate, and institutional clients, with a notable focus on non-discretionary asset management and advisory services linked to insurance and annuity products.

Jeffrey Schuler is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at Eagle Strategies and affiliated New York Life entities since 2013 and is also associated with High Point Financial Group, LLC. Additionally, he owns Linus Enterprises, LLC, which has been in operation since 2000. 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 the majority of its assets on a non-discretionary basis, working with a diverse range of clients including retirement plans and charitable organizations.

Theodore Bonarski is a financial advisor with Eagle Strategies (NY Life) in Kentwood, MI, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Eagle Strategies and Dedalus Financial Strategies, P.C. since 2008 and with New York Life companies since 2004. Outside of his advisory role, he is involved in small business operations including working at Cafe Boba LLC and West Michigan Home Care LLC. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Ani Abrahamson is a financial advisor with Eagle Strategies (NY Life) in San Ramon, CA, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Thrivent Investment Management and NYLIFE Securities LLC. Outside of her advisory work, she provides in-home support services as a caregiver. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jon Stamberger is a financial advisor with Eagle Strategies (NY Life) based in Independence, OH. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having been with New York Life Insurance Company and Nylife Securities Inc. since 2003. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. 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 goals and maintains a predominantly non-discretionary asset base.

Loren Eggleston is a financial advisor with Eagle Strategies (NY Life) in Jacksonville, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co., and AllState Benefits. He is also involved in insurance brokering with outside carriers for non-registered insurance products. 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 advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with both retail investors and institutional plan sponsors.

Frank Laniecki is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including roles at Stivers Financial and Insurance Services, Eagle Strategies, Nylife Securities Inc., and New York Life Insurance Company. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring recommendations and primarily managing assets on a non-discretionary basis.

Martin Michaud is a financial advisor with Eagle Strategies (NY Life) based in Westborough, MA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at multiple firms including New York Life Insurance Co., Citizens Securities, Inc., and currently operates Michaud Wealth Strategies, LLC. Outside of his advisory role, Michaud serves as the President of the BNI Genesis Chapter and is an ordained minister through the Universal Life Church. Eagle Strategies serves a broad client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, with a significant portion of its assets managed on a non-discretionary basis and a focus on fiduciary responsibilities under applicable regulatory standards.

Daniel Moraes is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and possessing 15 years of industry experience. His prior experience includes six years with Exit Strategies Group, LLC. Moraes is also involved in insurance brokering through various outside carriers. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers a range of advisory services with an emphasis on tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Joseph Auteri is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Nylife Securities Inc. since 1993 and has been involved with Tradecraft Financial Group LLC and Berardi & Auteri, LLC. Outside of his advisory work, he serves as an adjunct professor at Drexel University LeBow College of Business and is a director for the Ramsey Educational Development Institute, a nonprofit organization. Eagle Strategies serves a diverse range of 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 multiple program types, including fee-based advice, retirement plan consulting, and co-advisory relationships, with a primary focus on non-discretionary assets and tailored recommendations aligned with client and plan sponsor objectives.

Gregory Mason is a financial advisor with Eagle Strategies (NY Life) based in Hampton, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Eagle Strategies since 2014 and also operates Mason Financial Group, which brokers non-registered insurance products. He serves as Vice President of the One Park Ave Condo Association, where he assists with property maintenance and financial management. Eagle Strategies serves a broad mix of 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.

Hai Ngo is a financial advisor at Eagle Strategies (NY Life) with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he serves as Board President Trustee for the Milpitas Unified School District and volunteers as a youth softball coach. 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 tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Tyson Vines is a financial advisor with Eagle Strategies (NY Life) in Aurora, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been associated with Eagle Strategies and related New York Life entities since 2012 and operates Vines Financial Group, LLC d/b/a V Financial Partners since 2017. Vines serves on the Ohio University Finance Advisory Council, which connects finance professionals with academia to ensure curriculum relevance. Eagle Strategies serves a diverse client base, including individual investors 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 a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Jackson Jr. is a financial advisor with Eagle Strategies (NY Life) in Corpus Christi, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Eagle Strategies since 2015 and has long-standing affiliations with New York Life Insurance Company and NYLife Securities Inc., dating back to 1990 and 1991, respectively. Jackson is also appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions, operating primarily on a non-discretionary basis and integrating advisory services with insurance and annuity products through its affiliation with New York Life.