Souheir Alrachid is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors and Farmers Financial Solutions. She serves as a board member of the Baccash Family Foundation, which provides grants to several healthcare and community organizations. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach within the New York Life affiliate structure.

Jason Min is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with New York Life Insurance Company since 1999. 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 emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Lynn Newman is a CFP® with 33 years of industry experience, currently serving at Eagle Strategies (NY Life) in Los Angeles, CA. She has worked with New York Life Insurance Company since 1991 and Nylife Securities LLC since 1992. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

David Brecher is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been affiliated with Eagle Strategies since 1994 and has also operated Brecher Insurance and Financial Services since 2008. Outside of advisory work, he is involved in insurance product brokerage and holds passive investments in various real estate and early-stage private companies. 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 advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.