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) in Austin, TX. He holds Series 63 and Series 66 designations and has three years of industry experience. Caleb’s prior work includes roles at B2 Wealth Solutions, LLC, NYLife Securities LLC, and New York Life Insurance Company. He is also involved in insurance brokering with outside carriers. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and manages a majority of its assets on a non-discretionary basis.

Justin Wiseman is a financial advisor with Eagle Strategies (NY Life) based in Austin, TX. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of advising, he is a freelance musician and songwriter, involved in music-related activities since 2011, including ownership of The Rocketboys, LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm works with individual investors, corporate and charitable clients, and plan sponsors, offering tailored solutions through a variety of program types within an integrated New York Life affiliate structure.

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.