Randy Stepho is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory role, he owns an insurance brokering business focused on non-registered 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 multiple program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis.

Yosuke Kameoka is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Eagle Strategies since 2015 and has been affiliated with New York Life Insurance Co. since 2002. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Christie Mueller is a financial advisor at Eagle Strategies (NY Life) with 40 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Eagle Strategies since 2008. In addition to her role at Eagle, she operates under the DBA Mueller and Associates, providing New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Koshin Soga is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked with firms including Reiwa Financial and Heir Associates and currently coaches a youth soccer school, Seattle Samurai Kids. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Bruce Brennen is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 39 years of industry experience. Since 1985, he has been associated with New York Life Insurance and Nylife Securities Inc. Mr. Brennen also engages in brokering non-registered insurance products through outside insurance carriers. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Kylie Nesbitt is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She operates under the DBA Drynan Strategic Financial Solutions for selling New York Life products and services and is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services, with a focus on tailoring solutions to client objectives and working extensively through non-discretionary assets.

Kristin Montagne is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with New York Life Insurance Company since 2015 and currently owns L & M Financial Services, LLC, where she brokers non-registered insurance products in addition to offering financial services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions, with a focus on tailored advice and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Aaron Gose is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 65 licenses and with four years of industry experience. He is the owner of Engineer's Financial Group LLC, operating under a DBA to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Haley Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses with nine years of industry experience. She currently operates under multiple entities including Bond Financial PLLC and Center Wealth Strategies, LLC, focusing on brokering non-registered insurance products alongside her advisory work. Outside of her advisory role, she is a passive investor in Cicle, Inc., a company that develops electric vehicle charging stations. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored solutions through various program types, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Rebecca Wolff is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Eagle Strategies LLC since 2021 and operates under the DBAs Rebecca Wolff and Associates and Lens Financial & Insurance Solutions, where she is involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailoring recommendations to client objectives and manages the majority of its approximately $32 billion in assets under management on a non-discretionary basis.

Alexander D'agostino is a financial advisor with Eagle Strategies (New York Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Eagle Strategies since 2015 and has longstanding affiliations with Nylife Securities LLC and New York Life Insurance Company dating back to 2007. Outside of his advisory role, he serves on the South Dakota Life & Health Insurance Guaranty Association Board of Directors and is a board member for After School All Stars, an organization providing after-school programs for middle school students. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and advisory services often linked with insurance and annuity products. The firm emphasizes tailored advice and non-discretionary asset management within an integrated New York Life affiliate structure.

William Howard is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has 15 years of industry experience, including prior roles at Oppenheimer, JPMorgan, and Bank of America. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Nolan Ripple is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds the Series 65 and Series 63 licenses and has two years of experience in the industry. Prior to his advisory role, Nolan worked in healthcare-related positions, including physical therapy and home health services. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Francis Franco is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses with eight years of industry experience. He has worked with Eagle Strategies since 2020 and has been associated with New York Life and its affiliated firms since 2016. Outside of his advisory role, he serves on the boards of several community organizations including the Filipino Community of Seattle, the Filipino American Association of Certified Public Accountants, and the Filipino Chamber of Commerce of the Pacific Northwest. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers tailored solutions across multiple program types, focusing largely on non-discretionary assets and maintaining fiduciary responsibilities to retirement investors.

Pavel Nalivayko is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his financial services career, he spent 19 years working at PN Construction. 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 multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Tayler Drynan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding a Series 66 designation and five years of industry experience. Since 2021, Drynan has operated Drynan Strategic Financial Solutions and also serves as an insurance broker for non-registered insurance products. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Curtis Lightle is a financial advisor with Eagle Strategies at New York Life, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Summit Partners Northwest and The Lightle Group, LLC, both involved in brokering non-registered insurance products. Lightle also serves as a board member of the Sammamish River Crossing Home Owners Association. 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.

Seafth Howe is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has work history at Eagle Strategies, PGR Financial, NYlife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Howe is involved in baseball coaching as the 18U pitching coach for Washington Rush Baseball and serves on the athletic board at Seattle University, focusing on the baseball program. 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 various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and works closely with institutional sponsors within an integrated New York Life affiliate structure.

Xin Wang is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Eagle Strategies in 2024, Xin operated Grace Wang Financial Associates for 12 years and has been associated with New York Life and NYLIFE Securities since 2002. Xin also operates under the DBA OpenWin Financial & Insurance Services LLC, where they broker non-registered insurance products. 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 with an emphasis on tailoring recommendations to client and Plan Sponsor objectives, managing the majority of its assets on a non-discretionary basis.

Matthew Scarano is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Scarano is also involved in insurance brokering, operating under DBA names that focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide range of 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 emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working extensively with retirement investors and institutional sponsors.

Anthony Sablan is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He has worked concurrently at Eagle Strategies and related New York Life entities since 2015 and owns Ultimate Wealth Strategies LLC, through which he brokers insurance products. Outside of his advisory work, Sablan serves on the board of the After School All Stars Foundation, coaches martial arts, and hosts "Unscripted Arena," a podcast interviewing guests about personal challenges. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate network.

Douglas Lambert is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies in 2024, he worked at Kilows from 2022 to 2024 and has an educational background from Santa Clara University. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Tsuneko Nakatani is a financial advisor with Eagle Strategies (NY Life) based in Bellevue, WA. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her career includes roles at Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. She volunteers with the Renton Chamber of Commerce, promoting local business networks. 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 tailored advice via multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Kristin Paystrup Scott is a financial advisor with Eagle Strategies (NY Life) in Bellevue, WA, holding Series 63 and Series 66 licenses. She has seven years of industry experience, including roles at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of advising, she is a 50% owner of a property management and remodeling business and is involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.