Antonio Deleon is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Eagle Strategies since 2009 and has an extensive career including roles at NYLife Securities LLC and New York Life Insurance Company dating back to 1974. Outside of advising, he provides individual health and term insurance services through his own practice. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailoring advice to client objectives and plan sponsor criteria, delivering solutions through various program types, with a significant portion of assets managed on a non-discretionary basis.

Caleb Baker is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX, holding Series 63 and Series 66 licenses with four years of industry experience. He has worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company since 2021. Outside of his advisory role, he is also an insurance broker appointed with external carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Justin Wiseman is a financial advisor with Eagle Strategies (NY Life) in Austin, TX, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Eagle Strategies and Cadence Wealth Management since 2020 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Outside of finance, he is a freelance musician and songwriter with a longstanding involvement in music. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Sonali Amodwala is a financial advisor at Eagle Strategies (NY Life) with eight years of industry experience. She holds the ChFC® and Series 63 designations. Prior to joining Eagle Strategies, she worked with The Rainier Financial Group, NYLIFE Securities, New York Life Insurance Co., Northwestern Mutual Life Insurance, and Superior Health Plan. She is a member of the South Asians' International Volunteer Association (SAIVA), a nonprofit organization focused on supporting older adults of South Asian heritage. 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 tailored solutions through various programs and maintains a primarily non-discretionary asset base, operating within an integrated structure alongside New York Life affiliates.