Taylor Villarreal is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and has been involved with Texas State University since 2013. Villarreal also serves as an independent contractor brokering non-registered insurance products through external insurance carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Silas Parker is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at various firms including Wes Young & Associates and operates his own LLC, Silas Parker & Associates. Outside of advising, Parker serves as a volunteer youth sports coach and is a board member of the Synergistic Planning Association; he is also involved in creative pursuits such as composing and recording music. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored advice across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities for retirement plans.

Samuel Froehlich is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Eagle Strategies since 2013 and is also associated with Avenue Wealth Management and Manifest Wealth. Outside of advising, he serves as a board member for Waterfront Academy, a Montessori school in Washington, D.C. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Nickens is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 designations and has 22 years of industry experience. Nickens has worked with Eagle Strategies since 2016 and New York Life and Nylife Securities since 2004. Outside of his advisory work, he is involved with ScholarshipGolf.com, an organization he has been associated with since 2003. 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 and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Meinbresse is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Meinbresse has been with Eagle Strategies since 2012 and has also worked with New York Life Insurance Company and Nylife Securities LLC since 2007. Outside of his advisory role, he is an investor in KTN Thermodynamics, a company producing automotive engine parts. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Brian Esway is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Esway has been with Eagle Strategies since 2006 and is also affiliated with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he volunteers as a youth baseball coach for Western Hills Little League. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm primarily manages assets on a non-discretionary basis and offers multiple program types tailored to client objectives, operating within an integrated New York Life affiliate structure.

Cleopatra Morales is a CFP® and ChFC® with 22 years of experience in the financial industry. She is affiliated with Eagle Strategies (NY Life) and has worked at Tony DeLeon & Associates since 2021. Morales has a long tenure with New York Life-related firms, including NYLIFE Securities and New York Life Insurance Co., dating back to 2003. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Keith Baker II is a financial advisor with Eagle Strategies (New York Life) in Austin, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 29 years of industry experience and has operated his own firms under the names Keith A. Baker and Associates and B2 Wealth Solutions, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Gail Kincannon is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Eagle Strategies since 2006 and has been involved with The Ranier Financial Group, LLC since 2009. Outside of her advisory work, she holds mineral ownership producing minerals in Oklahoma. 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 tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

James Giliberto is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at NYLIFE Securities LLC since 2016 and New York Life Insurance Co. since 2015. Giliberto is also the owner of WWS Financial, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Lani Lanfear is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. She concurrently serves as an owner of Qualicare Home Care Greater Austin, a home care agency. Lanfear has worked at multiple firms including The Rainier Financial Group, NYLIFE Securities, and New York Life Insurance Company. 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 emphasizes tailored recommendations and delivers advice through multiple program types, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Wesley Young is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked with multiple firms, including Savagen Strategy, Silas Parker & Associates LLC, and Mahoney Financial Organization, and has operated his own advisory business, Wes Young & Associates, since 2009. Outside of financial advising, Young is an author of Christian leadership books and serves as a pastor, and he is involved in several business ventures including software development for small businesses and empowerment coaching. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and emphasizes non-discretionary asset management, working extensively within the integrated New York Life affiliate structure.

Brandon Eckert is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his financial advisory career, he worked in fitness and wellness roles, including positions at Master Yang's Tae Kwon Do and iLoveKickBoxing. 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 tailored to client objectives and emphasizes a non-discretionary asset management approach.

Dan Kubo is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLife Securities LLC and New York Life, and spent nine years at Life Time. 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 advisers. The firm provides a range of advisory programs, emphasizing tailored recommendations primarily on a non-discretionary basis and maintains relationships with various institutional sponsors.

Ryan Britton is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds a Series 66 designation and has been with Eagle Strategies since 2026. Prior to his current role, his experience includes positions at NYLIFE Securities LLC, New York Life Insurance Company, Wine Selectors, Deloitte Touche LLC, and other employers. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Joseph Kerr IV is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 65 and Series 63 licenses and having 14 years of industry experience. His prior roles include positions at Cadence Wealth Management and operating his own firm, Kerr Financial Services, LLC. Outside of financial advising, he serves as vice president of a student housing investment company providing accommodations and fundraising for fraternity organizations and is active as an officer and president of a local Austin community club. Eagle Strategies serves a diverse client base including individual investors and institutional clients, 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 within an integrated New York Life affiliate structure.

Carson Stephens is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX, holding a Series 66 credential and over 21 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 2008 and operates his own advisory business, Carson Stephens Capital Strategies, since 2013. Outside of financial services, he is involved in music performance and teaching. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services with a focus on tailored solutions. The firm manages a significant asset base primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Carol Vander Dys is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. She holds a Series 66 designation and has 10 years of industry experience, including 11 years at Edward Jones. Outside of her advisory work, she is involved with personal health and beauty product memberships. 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 offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

David Sanderson is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies in 2026, he worked with Silas Parker & Associates LLC and NYLIFE Securities LLC, and was self-employed for 11 years. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional sponsors, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Stephanie Mckinney is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. She has been associated with NYLife Securities LLC and Wesley R. Young since 2008. In addition to her advisory role, she owns Forty Six Ten Consulting LLC, providing administrative and software consulting services, and serves as a Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly in the retirement plan sector.

Erik Engh is a financial advisor with Eagle Strategies (New York Life) based in Austin, TX. He holds Series 63 and 66 designations and has 13 years of industry experience. Engh has worked with Cadence Wealth Management LLC since 2019 and has been affiliated with Eagle Strategies and New York Life-related entities since 2013. Outside of advising, he is involved in several business ventures including music production and restaurant operations in the Austin area. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement planning.