Gilberto Perez Jr. is a financial advisor with Eagle Strategies (NY Life) based in Edinburg, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked with Eagle Strategies since 2019 and has been associated with NYLife Securities LLC and New York Life Insurance Co since 2008 and 2007, respectively. Outside of his advisory role, he serves as President of the Economic Development Committee of Hidalgo, where he is involved in local business development. 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 advice through multiple program types and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Edgar Guerrero is a financial advisor with Eagle Strategies (a New York Life company) based in Edinburg, Texas. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Additionally, he serves as a notary public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations through multiple program types and manages the majority of its regulatory assets on a non-discretionary basis.