Serge Tinovsky is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with New York Life and Nylife Securities Inc. since 1994 and currently operates Spearhead Wealth Group, LLC, through which he brokers non-registered insurance products. Tinovsky is also a shareholder of NYLARC Holding Company, Inc., involved in reinsuring life insurance policies. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Lily Ku is a ChFC® credentialed financial advisor with 24 years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has held roles at New York Life Insurance Company, NYLife Securities LLC, and Mass Mutual Investors Services throughout her career. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Zhi Hang Lin is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding the ChFC® and Series 63 designations and possessing 10 years of industry experience. He has been associated with New York Life Insurance Company since 2008 and operates Hang Bo Financial Group, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.