Michael Lamsfuss is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with New York Life Insurance Co and Nylife Securities Inc. since 2006. Outside of his advisory role, he is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice delivered mainly on a non-discretionary basis.

Luke Edds is a financial advisor with Eagle Strategies (New York Life) based in Louisville, KY, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior roles include positions at New York Life, NYLIFE Securities, and the University of Louisville. He serves as a board member for the Middletown Chamber of Commerce, a nonprofit focused on business growth in the Louisville area. 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 charitable and corporate clients. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Philip Mix is a financial advisor with Eagle Strategies (NY Life) in Louisville, KY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include work with Empower Financial, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory work, Mix serves as an officer in the US Army Reserves and is a board member of the National Association of Insurance Agents and Financial Advisors' Louisville Metro chapter. He also volunteers on the finance committee for Saint Matthews United Methodist Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, managing the majority of its assets on a non-discretionary basis while maintaining fiduciary duties to retirement investors.

Michael Fisher is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 designations and has 23 years of industry experience. He has worked with Eagle Strategies since 2014 and has been associated with New York Life and Nylife Securities Inc. since 2004. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

David Metzler is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Eagle Strategies (NY Life) since 2022 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1988. His outside activities include brokering non-registered insurance products with various insurance carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a wide range of clients and emphasizes tailored recommendations delivered primarily through non-discretionary asset management and a variety of advisory program types.

Regina Caudill is a financial advisor with Eagle Strategies (NY Life) in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Eagle Strategies since 2012 and has a longstanding affiliation with New York Life Insurance Company dating back to 1985. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered primarily on a non-discretionary basis within the integrated structure of New York Life affiliates.