Hope Streeter is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co, National Securities Corp, and Foresters Financial Services. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.

Robert Heegel is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds the ChFC® and Series 63 designations and has 13 years of industry experience. In addition to his advisory role, Heegel is involved in theater as a performer, producer, and director, and he owns and operates The Lucky Crumb, a baking business serving coffee shops and consumers. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Nicola Iannitelli is a financial advisor with Eagle Strategies (NY Life) based in Saddlebrook, NJ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been associated with New York Life Insurance Company and its affiliates since 1999. Outside of his advisory work, he is an owner of Hanover Community Bank. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios while coordinating investment advice with affiliated insurance and broker-dealer entities.

Eric Halpern is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 65 designations and has 19 years of industry experience. His career includes roles at New York Life Investment Management LLC since 2011 and NYLife Distributors LLC from 2007 to 2018. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Seth Bassin is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Co and Nylife Securities LLC since 2012 and 2013, respectively. In addition to his advisory role, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Julia Mcclung is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has worked with Eagle Strategies since 2010 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2009. Eagle Strategies LLC serves individuals, including high net worth clients, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, coordinating advisory services with affiliated insurance and broker-dealer capabilities as part of New York Life.

Serge Tinovsky is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with New York Life Insurance, Nylife Securities, and Eagle Strategies since 1994, and currently leads Spearhead Wealth Group, LLC. Tinovsky is also a shareholder of NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios, and combines advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

Dylan Purdy is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as a board member and secretary/treasurer for a local BNI Infinity networking group. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Dongming Sun is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company, where he has worked since 2010. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Yewchang Chow is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with Eagle Strategies since 2019 and also maintains roles with NYL Securities LLC and NYL Insurance Company dating back to 2013 and 2014. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisors and emphasizes client-directed solutions using third-party managers and model portfolios rather than discretionary mandates.

Wu Qu is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2011. Wu Qu owns a rental property outside of his advisory work. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Gregory Vasilakos is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds the Series 66 designation and has seven years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing over $25 billion in assets.

Jason Leonard is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been affiliated with New York Life and its related entities since 2000. Outside of his advisory role, Leonard owns a custom clothing business and creates motivational content on social media and podcasts. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with over $25 billion in regulatory assets under management.

Carlos Cortez is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has been associated with Eagle Strategies (NY Life) since 2012 and New York Life Insurance Company since 2010. Cortez also serves as a notary public on a voluntary basis. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients, utilizing a client-directed approach and a network of over 2,000 investment adviser representatives.

Chang Lee is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he provides AI tutoring and coaching on AI literacy and productivity tools. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Kathleen Kelly is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Eagle Strategies and affiliated entities since 2017. Prior to that, she was briefly employed at White House Black Market in 2016. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Jamie Lee is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation along with Series 63 and Series 66 licenses. Lee has 14 years of industry experience and has been with Eagle Strategies since 2014. Outside of advisory work, Lee serves as a board member for the C Land Foundation, which focuses on environmental awareness and youth leadership development. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Sean Madgett is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 designation and 15 years of industry experience. He has been with Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios, managing over $25 billion in assets as of December 2024.

Minde Lu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has been with Eagle Strategies since 2012 and has worked at New York Life Insurance Company and Nylife Securities LLC since 2006. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors and specialized programs. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Alfredo Alves De Lima is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Eagle Strategies since 2019 and has been affiliated with New York Life Securities and Nylife Securities since 2013 and 2014, respectively. Outside of his advisory role, he owns and manages a cattle ranch in Brazil. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, serving clients through a network of over 2,000 advisers and managing approximately $25.4 billion in assets as of year-end 2024.