Rohit Madan is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the CFP® and ChFC® designations and Series 63 and 66 licenses. He has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company. 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 advisers. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Roberto Hernandez is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience and a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Hernandez volunteers as a basketball coach, serves as a commissioner on the Economic Development Commission in Vallejo, and is an author of a faith-based motivational book. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. 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.

Benjamin Brockman is a financial advisor with Eagle Strategies (New York Life) based in The Woodlands, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been associated with Eagle Strategies since 2015 and operates Brockman & Associates, a firm focused on selling New York Life products and brokering non-registered insurance products. Brockman is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Joe Hong is a financial advisor with Eagle Strategies (NY Life) in Fremont, CA, holding the ChFC® and Series 63 designations and has 30 years of industry experience. He has been associated with Eagle Strategies since 2009 and has worked with NYLife Securities Inc. and New York Life Insurance Co. since 1995. Outside of his advisory role, he is involved in brokering non-registered insurance products with various outside insurance carriers and is an investor in NYLARC Holding Company, Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. 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.

Magaly Aguirre is a financial advisor with Eagle Strategies (NY Life) based in San Dimas, CA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2023 and also has over a decade of experience with NYLIFE Securities LLC and New York Life Insurance Company. 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 offers multiple program types tailored to client objectives, including non-discretionary asset management and advisory services tied to insurance and annuity products.

James Thomas is a financial advisor with Eagle Strategies (NY Life) based in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at New York Life Insurance and Nylife Securities since 2004, with over 11 years at Eagle Strategies. Outside of his advisory work, he is involved in yoga instructor training and serves as a youth sports coach and specialist at a youth activity center for military dependent children. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kristin Stutz is a financial advisor with Eagle Strategies (NY Life) based in Black River Falls, WI, holding Series 63 and Series 66 licenses and nine years of industry experience. She operates Illume Financial Strategies LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Kristin has also worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and manages a substantial portion of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Matthew Schernikau is a financial advisor with Eagle Strategies (NY Life) in Elkhorn, NE, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life and NYLIFE Securities since 2012. Outside of his advisory role, Schernikau serves as a board member of the Omaha Executive Association, a local networking organization. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and works closely with insurance and annuity products within an integrated New York Life affiliate structure.

Aaron Overlien is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life Insurance Company and NYLIFE Securities, LLC since 2008. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and a largely non-discretionary asset management approach.

Kiri Pullan is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has eight years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. In addition to her advisory work, she operates a freelance wedding and portrait photography business. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services tailored to individual investors, institutional clients, and plan sponsors.

Valerie Kaiser is a CFP® with 30 years of experience in the financial services industry. She has worked with Eagle Strategies (NY Life) since 2004 and has held roles at Mahoney & Associates and Mahoney Financial Organization. Kaiser serves as a board member for ProVisors, a national business networking organization, where she leads a local group in the DC Metro area. Eagle Strategies serves a diverse client base, including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services. 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.

Joshua Coffey is a financial advisor with Eagle Strategies (New York Life) based in Santa Maria, CA, holding Series 63 and Series 66 credentials and five years of industry experience. He operates under the DBA Fulcrum Wealth and Insurance Solutions, LLC, where he sells New York Life products and brokers non-registered insurance products. 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 broad network of affiliated representatives. The firm delivers tailored advisory solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Junghyun Lee is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Lee has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2023 and was previously with EldenStreet Financial and Heritage Financial Place, Inc. since 2015. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Albert Paula is a financial advisor with Eagle Strategies (NY Life) based in Lodi, CA, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Eagle Strategies since 2012 and operates Parkwest Financial & Insurance Solutions, focusing on brokering insurance products. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a majority of its assets on a non-discretionary basis and offers customized advice across multiple program types within an integrated New York Life affiliate structure.

Lee Kitzenberg is a financial advisor with Eagle Strategies (NY Life) based in Edina, MN, holding Series 63 and Series 65 credentials and with 23 years of industry experience. He has been with New York Life Insurance Company and NYLIFE Securities LLC since 2003 and operates under the Promus Financial Group name for brokering insurance products. Outside of his advisory role, Kitzenberg volunteers annually at a Minnesota Medical Foundation winefest. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with diverse client types including defined contribution plans and charitable organizations.

Michael Gothers is a financial advisor with Eagle Strategies (NY Life) based in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies since 2022 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Outside of his advisory role, he is the owner of a landscaping LLC operated by his son. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm provides multiple program options such as financial plans, fee-based advice, and retirement plan consulting, with an emphasis on customized recommendations and predominantly non-discretionary asset management.

Andrew Brown is a financial advisor with Eagle Strategies (NY Life) based in Myrtle Beach, SC. He holds Series 63 and Series 65 licenses and has four years of industry experience. In addition to his advisory role, he works as a licensed respiratory therapist at Grand Strand Medical Center. 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 representatives. The firm emphasizes tailored solutions and manages most assets on a non-discretionary basis.

Jenilee Wirtz is a financial advisor with Eagle Strategies (NY Life) in Windsor, CT, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her career includes roles at Allen Financial Group and New York Life, where she has been active since 2010. Outside of her advisory work, she serves as Committee Chair for the Alzheimer's Association of Connecticut and is the owner of Bay Area Boat Club LLC, a membership boating club. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and manages a large asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Edna Rachal is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Eagle Strategies since 2022 and has been affiliated with New York Life entities since 2008. Outside of her advisory role, she serves as president of the Women’s Ministry and co-chair of Women’s Day at St. Paul AME 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 representatives. The firm offers tailored advice across multiple program types and manages predominantly non-discretionary assets, particularly focusing on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

Kyle Castilaw is a financial advisor with Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles with NYLIFE Securities and May Financial Strategies. He is also engaged in insurance brokering with outside carriers for non-registered products. 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 offers a variety of program types and focuses on tailored recommendations, with most assets managed on a non-discretionary basis.