Nicolas Baker is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with multiple entities affiliated with New York Life since 2016 and is the owner of Mantis Kung Fu Academy, a martial arts school providing instruction to the public. Baker also serves as a board member of the Parker Center for Family Business, a nonprofit assisting family-owned businesses. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Fry is a financial advisor with Eagle Strategies (NY Life) based in Sandpoint, ID. He holds the Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC, New York Life Insurance Company, Bradley Insurance, Alternative CPA & Consulting, and Frydaho. He serves as treasurer for the Sandpoint Kiwanis, a volunteer organization focused on community and children's service initiatives. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse mix of individual and institutional clients. The firm provides tailored advice through various program structures, emphasizing non-discretionary asset management and serving a broad range of plan sponsors and investors within an integrated New York Life affiliate framework.

Richard Willis is a financial advisor with Eagle Strategies (New York Life) in Macon, GA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Eagle Strategies since 2022 and concurrently affiliated with New York Life and Nylife Securities since 2013. Outside of his advisory role, he serves on the Board of Trustees for Forsyth United Methodist Church. Eagle Strategies serves a diverse clientele, including individual investors and institutional clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.

Kelly Kaneski is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding the ChFC® designation and Series 63 and 66 licenses. She has 27 years of industry experience, including roles at Mahoney Financial Organization and New York Life, where she has been associated since 1998. Outside of her advisory work, Kaneski volunteers with the American River Parkway Foundation’s Summer Solstice committee, which focuses on fundraising to maintain local recreational trails. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Timothy Jaggi is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 21 years of experience in the industry, with a career spanning roles at NYLIFE Securities Inc. and New York Life insurance since 2004. In addition to his advisory work, he is involved in insurance brokering and holds a shareholder role at NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of advisory services such as financial planning, retirement plan consulting, and investment management, with an emphasis on tailored solutions and primarily non-discretionary asset management.

Yang Vogel is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Prior to joining Eagle Strategies in 2023, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2022 and was with HSBC Bank USA from 2015 to 2022. Outside of his advisory role, he is a licensed Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Roger Carlson is a financial advisor with Eagle Strategies (NY Life) based in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2016 and operates under the DBA Your Vision Financial Group to service insurance and financial product clients. 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.

Paul Magness II is a financial advisor with Eagle Strategies (New York Life) in Texarkana, AR, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been associated with Eagle Strategies since 2009 and has operated Magness Financial Group LLC since 2011. Outside of his advisory work, he serves as Chairman of the Board of Elders and Worship Pastor at Heritage Church, where he manages volunteers and coordinates the music program. 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 adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, including fiduciary services for retirement investors.

Caleb Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2015 and operates Harty Financial, which sells New York Life products and brokers non-registered insurance products. Outside of advising, Harty is involved in several activities including volunteering with the Red Cross, owning Andover Cider Co, and serving on the NOLS Alumni Advisory Council. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm works with a variety of investors and plans, offering multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Robert Shoff is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his financial services career, he owns a property rented through Airbnb. Eagle Strategies serves a diverse clientele, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored solutions across multiple program types, with the majority of its assets managed on a non-discretionary basis, and works with both individual and institutional clients.

John Enslin is a financial advisor with Eagle Strategies (NY Life) based in Ackley, Iowa, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with firms including Innovative Financial Solutions Group and R2 Financial Strategies, and he operates The Enslin Group, LLC. Outside of financial services, Enslin owns Cougar Fitness LLC, a small gym in Ackley, and serves in community development roles including secretary of the Ackley Development Commission and board member of the Hardin County Economic Development Advisory Council. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a notable focus on retirement investors, defined benefit plans, and insurance-related advisory solutions.

Rachell Roach is a financial advisor with Eagle Strategies (NY Life) based in San Antonio, TX. She holds the Series 65 and Series 63 licenses and has four years of industry experience. Prior to her financial services career, she served in the United States Air Force for 24 years. Roach volunteers as a poll worker in Comal County, assisting with voter registration and election procedures. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Agee is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA. He holds Series 63 and Series 65 licenses and has 25 years of experience in the industry. His career includes roles at New York Life since 2001, and he owns Brent Agee Financial and Insurance Services as well as Harborpoint Financial & Insurance Services. 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 program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Mary Stockton is a CFP® and ChFC® with 28 years of experience in the financial services industry. She is currently with Eagle Strategies (NY Life) and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1997. Stockton also owns Stockton Financial and Insurance Services, through which she conducts business outside of her advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, operating primarily on a non-discretionary asset base within an integrated New York Life affiliate structure.

Kathleen Flynn is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Eagle Strategies since 2014, with additional roles at Clarity Group, Inc. and Longevity Financial. Flynn serves as a board member for Town Square for Aging, a nonprofit organization focused on the needs of the aging population in Western New York, and is also active with the Center for Entrepreneurial Leadership Alumni Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Beaulieu is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked with Eagle Strategies since 2016 and has maintained ongoing roles with New York Life and Nylife Securities since 1994. Outside of his advisory work, he is a motivational speaker, delivering personal messages on positivity at New York Life meetings. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and focuses primarily on non-discretionary asset management, operating within the integrated New York Life affiliate structure.

Tigran Basmadjyan is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2012 and has worked at NYLIFE Securities Inc and New York Life Insurance Company since the mid-2000s. Outside of advising, he is a passive investor in film production and a charitable technology venture aimed at assisting deaf individuals. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and corporate clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Post is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with High Point Financial Group, LLC since 2007 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since the late 1990s. 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 advisors. The firm’s approach includes tailored financial plans, retirement plan consulting, and co-advisory relationships, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Curry is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 credentials and has 31 years of industry experience. His career includes roles at New York Life Insurance Company, NYLife Securities Inc., and Eagle Strategies Corp. He was also involved with My Girls LLC from 2013 to 2019. 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 investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Alyse Galasso is a financial advisor with Eagle Strategies (NY Life) in Annapolis, MD, holding Series 66 and Series 63 designations and approximately four years of experience in the industry. Her prior experience includes work at NYLIFE Securities LLC and New York Life, as well as employment at Towson University. Outside the financial sector, she has been involved with Crabknockers Seafood Market for several years. 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 representatives. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.