Alison Longstreet is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with New York Life Insurance Company and affiliated entities since 2013 and operates under the Genovese Associates dba to sell New York Life products and broker non-registered insurance products. Alison is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.