Monique Lee is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been affiliated with New York Life Insurance Company and its related entities since 2017. Lee serves as a board member of the National Association of Insurance and Financial Advisors (NAIFA), assisting with onboarding new members to the Alaska chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

David Hannon is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked with Eagle Strategies since 2017 and has been affiliated with Nylife Securities LLC and New York Life Insurance since 2014. Outside of advising, he serves on the board of the Anchorage Chamber of Commerce and is involved with the Anchorage Estate Planning Council. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Shannon Clem is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses, and has 11 years of industry experience. Clem has worked at Eagle Strategies since 2022 and operates Clem Financial, through which they broker non-registered insurance products. Prior to this, Clem held positions at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Ryan Trailer is a financial advisor with Eagle Strategies (New York Life) based in Anchorage, Alaska. He holds the Series 63 and Series 66 designations and has three years of industry experience. His prior work includes positions at New York Life Insurance Company, NYLife Securities LLC, SagePoint Financial Inc., and Independent Capital Management. 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 offers multiple program types and emphasizes tailoring recommendations to client goals, with a majority of assets managed on a non-discretionary basis.

Miles Pruner is a financial advisor with Eagle Strategies (New York Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2007 before joining Eagle Strategies in 2024. Outside of his financial advisory role, he hosts a weekly two-hour music show as a DJ for the KNBA-Koahnic Broadcast Corporation and is involved in marketing a children's book authored by his mother. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, including fee-based advice and retirement plan consulting, with the majority of its assets managed on a non-discretionary basis.

Mark Schmeling is a financial advisor with Eagle Strategies (NY Life) in Anchorage, Alaska, holding Series 63 and Series 66 designations and having nine years of industry experience. He has been with Eagle Strategies since 2025 and also has a decade of experience with NYLIFE Securities, LLC and New York Life Insurance Company. Schmeling serves on the boards of Shepherd of the Hills Lutheran Church and Lutheran Social Services Alaska, and he is the current president of the Rotary Club of Anchorage East. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, plans, and charitable entities. The firm emphasizes tailored advice and predominantly manages assets on a non-discretionary basis within its integrated New York Life affiliate structure.

Nathan Mckay is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Eagle Strategies since 2016 and is also affiliated with Sound Financial and New York Life Insurance Company, with whom he has been associated for over two decades. Outside of his advisory role, Mckay serves as a board member and president of the Anchorage Gospel Rescue Mission, a nonprofit providing food and shelter to the homeless. 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 across various program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charity Coats is a financial advisor with Eagle Strategies (NY Life) in Anchorage, AK, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Eagle Strategies, Charity worked at New York Life Insurance and Nylife Securities LLC. Outside of finance, Charity has experience working in the hospitality and service industries, including positions at Olive Garden and TGI Friday's. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria, with most assets managed on a non-discretionary basis.

Yoshikuni Ogawa is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Eagle Strategies since 2015 and is also affiliated with New York Life Insurance Co. since 2007. Ogawa serves as a board member of the Anchorage Estate Planning Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple advisory programs tailored to client objectives, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Christopher Snipes is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., Denali Media/GCI, and Buzzbizz Creative. Eagle Strategies serves a diverse clientele including individual investors, institutional sponsors, and retirement plans, offering 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.

Megan Hoffman is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies since 2022 and has held positions with NYLife Securities LLC and New York Life Insurance Co. since 2020. In addition to her advisory work, she is appointed as an insurance broker with outside carriers for brokering non-registered products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pierre Nicolet is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, Alaska. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Nicolet has been with Eagle Strategies since 2005 and previously worked with New York Life and Nylife Securities LLC since 2001. He was involved with the Anchorage Hockey Association from 2020 to 2022. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides advice through multiple program types and manages most of its assets on a non-discretionary basis, focusing on tailored recommendations to meet client and plan sponsor objectives.

Korynn Grella is a financial advisor with Eagle Strategies (NY Life) based in Anchorage, AK, holding Series 63 and 65 licenses and bringing 11 years of industry experience. She has been affiliated with Eagle Strategies since 2024 and has a longer history with NYLife Securities and New York Life insurance dating back to 2013. Outside of her advisory work, she is involved in vehicle rentals as an independent contractor on Turo. 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 across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities to retirement investors.