Ryan Ballesteros is a financial advisor with Eagle Strategies (NY Life) in Cupertino, CA, holding Series 65 and Series 63 licenses and six years of industry experience. His background includes roles with NYLIFE Securities LLC and New York Life Insurance Company, where he has been associated since 2016. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Jason Hooz is a financial advisor with Eagle Strategies (New York Life) based in Cupertino, CA. He holds the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked with New York Life Insurance Company since 1979 and Nylife Securities LLC since 1983. He is the owner of Hooz Wealth Strategies and Insurance Solutions, LLC, which 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 program types, including fee-based advice and retirement plan consulting, and manages a substantial portion of its assets on a non-discretionary basis.