Barry Finkelstein is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2010. Finkelstein serves on a professional advisory committee for the Jewish United Fund, a Chicago-based organization of attorneys, CPAs, and financial advisors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Jeffrey Graff is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Graff Financial Group since 2015 and Oakwell Financial Partners from 2017 to 2019. Outside of his advisory work, he volunteers as a youth football coach in Orland Park. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types, with a significant portion of assets managed on a non-discretionary basis.

George Costakis is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding the ChFC® designation and Series 63 license. He has 50 years of industry experience, including over two decades with Eagle Strategies and long tenures at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is involved in insurance brokering across multiple product lines and is a shareholder in NYLARC Holding Company, Inc. 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 various program types, primarily managing assets on a non-discretionary basis and operating within an integrated New York Life affiliate structure.

Erica Berning is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Eagle Strategies since 2012 and maintains concurrent roles with Nylife Securities LLC and New York Life Insurance Co. Berning serves on the boards of the Cadence Cares Foundation and Beat The Streets Chicago, both nonprofit organizations focused on community programs. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Johnathan Worrells is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life and its related entities since 2012. Outside of his advisory role, he works part-time in the hospitality industry as a banquet server and bartender. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis through an integrated structure linked to New York Life.

Zachary Dombrowski is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Strategies since 2015 and previously worked at Rogers Financial Group from 2021 to 2024. Outside of his advisory role, Dombrowski serves as an elder board member at CityLine Bible Church and participates as an election judge with the Chicago Board of Election. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, managing primarily non-discretionary assets within an integrated New York Life affiliate structure.

Mary Claire Meehan is a financial advisor with Eagle Strategies (NY Life) in Deerfield, IL, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with Eagle Strategies and NYLIFE Securities LLC since 2021 and has prior experience at Gary A Erickson dating back to 2009. Outside of her advisory role, she is a Notary Public in Illinois. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and advisory services primarily focused on fee-based and non-discretionary solutions tailored to client objectives.

Ronald Dickstein is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, Illinois. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. He is also licensed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Gary Erickson is a financial advisor with Eagle Strategies (New York Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked with Eagle Strategies since 2004 and has prior experience at Oakwell Financial Partners. Erickson serves as a board member for the LaGrange Area Department of Special Education. 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 clients. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis within an integrated New York Life affiliate network.

Steven Block is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He also operates Blockwall Strategies, Inc., a business involved in selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a wide 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 primarily manages assets on a non-discretionary basis and offers tailored advisory solutions integrated with New York Life insurance and annuity products.

Norman Janis is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds a Series 66 designation and has 20 years of industry experience. Since 2014, he has also served as a youth ice hockey coach for the Glenview Stars Hockey Organization. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and non-discretionary asset management within an integrated New York Life affiliate structure.

Todd Oldham is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Deerfield, IL. He has been with Eagle Strategies since 2009 and previously worked at Oakwell Financial Partners from 2017 to 2019. Outside of financial advising, he is also a practicing physician. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Christopher Viveiros is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, Illinois. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with Eagle Strategies since 2012 and has been affiliated with New York Life and its related entities since 2000. 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 multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated structure affiliated with New York Life.