Souheir Alrachid is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience and holds a Series 66 designation. She has worked previously at AXA Advisors and Farmers Financial Solutions. Alrachid serves as a board member for the Baccash Family Foundation, which provides grants to healthcare and community organizations. 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 multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

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®-credentialed financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, bringing 34 years of industry experience. She has worked with Nylife Securities LLC since 1992 and New York Life Insurance Company since 1991. Outside of her advisory role, she is appointed with various insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.