Larry Parker is a financial advisor with Eagle Strategies (NY Life) in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Eagle Strategies since 2007 and also owns Parker Financial Group LLC and Parker Financial and Insurance Solutions. Outside of his advisory work, he volunteers as a youth sports coach with the Porter Ridge Athletic Association. Eagle Strategies serves a broad client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types designed to tailor advice to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Tobin Mergenthaler is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies since 2015 and has worked within related New York Life entities since 2007. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations across a diverse client base, including retirement investors and plan sponsors.

Riley Reagor is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has five years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life, as well as earlier experience outside the financial sector at Reagor Dykes Auto Group. 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 offers a range of advisory programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

David Antonovich is a financial advisor with Eagle Strategies (New York Life) based in Eden Prairie, MN. He holds the Series 66 designation and has 14 years of industry experience. His career includes roles at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Benjamin Lisle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 65 and Series 63 registrations and has one year of industry experience. Prior to joining Eagle Strategies, Lisle worked at M&T Bank for five years and has experience in other roles including community college employment and small business operations. Outside of his advisory role, he owns and operates a vending machine business. Eagle Strategies serves a diverse client base including individual and institutional investors, 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.

Aaron Sanchez is a financial advisor with Eagle Strategies (NY Life) based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, Aaron was associated with NYLIFE Securities LLC and New York Life, and he also has experience with Mindful Creations LLC. 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 variety of program types and emphasizes tailored recommendations, with a significant portion of its assets managed on a non-discretionary basis.

John Natoli is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has worked at Eagle Strategies (NY Life) since 2020 and has prior experience with Mutual of Omaha and Mass Mutual Life Insurance. Natoli is based in Charlotte, NC. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Christene Dino Hobbs is a financial advisor with Eagle Strategies (NY Life) based in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Her career includes roles at firms such as Bates Wealth Strategies and Paperhouse Financial Group. Outside of her advisory work, she serves as a board member for Tackle Tomorrow, a nonprofit focused on improving early childhood literacy in underserved communities. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria while delivering advice through multiple program types.

Mark Heinemann is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and 65 licenses and over 40 years of industry experience. His career includes roles at New York Life Insurance Company since 1985 and affiliated firms such as Wealth Conservation Group, Inc. and Pinnacle Strategies. Outside of advisory work, he is a partner and passive investor in several business ventures including HCBM Partners. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. The firm emphasizes tailored advice through various program types and manages a significant majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Rowell is a financial advisor with Eagle Strategies (NY Life) based in Myrtle Beach, SC. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Prior to joining Eagle Strategies in 2016, he has been involved with New York Life and related entities since 2002 and operates Rowell Insurance and Benefits Co., LLC. Outside of his advisory work, he serves as Chairperson of the Coastal Carolina University Planned Giving Advisory Board and is the President of the Myrtle Beach Sunrise Rotary Club. 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 adviser representatives. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Thomas Tyler is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 36 years of industry experience and has been with Eagle Strategies since 2009. Tyler also serves as a trustee on the Board of the High Oaks Village Home-Owners Association, where he manages community service contracts and maintenance relationships. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a range of advisory programs, with most assets managed on a non-discretionary basis.

Andrew Bondar is a financial advisor with Eagle Strategies (New York Life) based in Sacramento, CA. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Bondar has been affiliated with New York Life Insurance Company and Nylife Securities since 1996 and operates Bondar & Associates Financial and Insurance Services. He is also a shareholder in NYLARC Holding Company, Inc. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Hugh Willson III is a ChFC® and Series 63 licensed advisor with Eagle Strategies (NY Life), based in Athens, TN. He has two years of industry experience and has previously been involved in entrepreneurial ventures, including leadership roles at Vip Promotional Products, LLC and Solar-To Go. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, with most assets managed on a non-discretionary basis.

Mychael Nguyen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. He has been with Eagle Strategies since 2011 and has maintained affiliations with NYLIFE Distributors, NYLife Securities, LLC, and New York Life Insurance Company since 2007. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and plan sponsor criteria, managing a substantial portion of its assets on a non-discretionary basis and working within an integrated New York Life affiliate structure.

Trevor Isaacs is a financial advisor with Eagle Strategies (NY Life) based in Rancho Santa Fe, CA, holding the CFP® and ChFC® designations with 11 years of industry experience. He has worked with Eagle Strategies since 2017 and has affiliations with New York Life Insurance Company and NYlife Securities LLC dating back to 2014. Isaacs operates IZX Financial and Insurance Solutions and owns Isaacs Financial Group LLC, which handles insurance brokering and related business activities. 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, emphasizing tailored solutions and mostly managing assets on a non-discretionary basis within the New York Life affiliate structure.

Julia Catuara is a CFP® with 36 years of experience, currently affiliated with Eagle Strategies (NY Life). She has been involved with Eagle Strategies since 2008 and also operates Catuara & Bell, Inc., through which she brokers non-registered 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 various advisory programs tailored to client objectives and primarily manages assets on a non-discretionary basis.

Tao Ling is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 20 years of industry experience, including 15 years with Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. 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 emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paige Bonnema is a financial advisor with Eagle Strategies (New York Life), holding a Series 66 designation and one year of industry experience. Her prior roles include positions at NYLIFE Securities LLC and Prins Insurance of Sioux Falls, Inc. Eagle Strategies serves a diverse group of individual and institutional clients, providing 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.

Jason Apolenis is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at Mahoney & Associates and Mahoney Financial Organization, and he has been involved with Avenue Wealth and Eagle Strategies for over 15 years. Outside of advisory work, he is a partner in Strategic Financial Associates LLC and an owner of Avenue Wealth Partners LLC. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, with a notable focus on aligning recommendations with client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Ellis Lora Arceo is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL. She holds Series 63 and Series 65 licenses and has five years of industry experience. Ellis currently operates under the DBA Darinka Lora-Stepan & Associates Financial and Insurance Solutions, selling New York Life products and services. Her prior work includes roles at Anixter Inc. and Lake Forest College. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.