Alfredo Alves De Lima is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and previously worked with Nylife Securities and New York Life Securities. Outside of his advisory role, he owns and manages a cattle ranch in Brazil. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis and a focus on advisory services connected to insurance and annuity products.

Eric Maher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has founded Diversified Services and has worked with notable firms including Northwestern Mutual and Cetera. Outside of advisory work, Maher serves in the New York State Assembly. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Luca Damaro is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Mode De Vie, Ferris Street Services, DezignKraft, and Mercato Trattoria. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Keith Zuckerberg is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Co, Nylife Securities LLC, and Cetera Investment Services LLC. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Robert Palumbo is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, First Republic Bank, and Northwestern Mutual. Outside of his advisory work, he is involved in insurance brokering for non-registered products with appointments at outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Ian Sawh is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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 various advisory programs tailored to client objectives, with a focus on both retail and institutional relationships, and manages the majority of its assets on a non-discretionary basis.

Carlo Mantica is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been affiliated with New York Life Insurance Company since 2020 and previously operated Mantica Ventures Inc. for 13 years. Aside from his advisory role, he is active as an insurance broker for non-registered products and property and casualty sales. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Yolanda Colon is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63, 65, and 66 licenses and has nine years of industry experience. Her prior experience includes roles at Crisil Coalition Greenwich and UBS Financial Services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs and focuses on tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Emmanuel Adzadza is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Nylife Securities LLC and New York Life Insurance Company. He serves as a board member for The Butterfly Ghana Foundation, a nonprofit supporting children with special needs and from deprived backgrounds, and teaches fundamental IT education to the older immigrant community through Emmagret Business Services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a majority of assets managed on a non-discretionary basis.

Kevin Yang is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work experience includes roles at Nylife Securities LLC, New York Life Insurance Company, HSBC Bank USA, N.A., HSBC Securities (USA) Inc., and Capital One. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers and emphasizes tailored recommendations across multiple program types.

Lisa Smoltino is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Eagle Strategies since 2011 and has worked with New York Life Insurance Company and Nylife Securities LLC since 2008. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm provides tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Palki Mehta is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has longstanding engagements with New York Life Insurance Company and its affiliated entities since 2008. Mehta is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Cyrielle Rivera is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has held roles at New York Life Insurance Company, Nylife Securities LLC, Elle Financial Strategies, and The Firm Financial Group, LLC. Rivera is the founder of Boss Lady, a networking group that organizes educational seminars and events for professional women. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, working extensively within the New York Life affiliate structure.

Steven Nikolopoulos is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as the parish council president for Annunciation Greek Orthodox Church in Stamford, CT. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Inez Justine Aznar is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds a Series 66 designation and has 15 years of industry experience. Her prior roles include positions at Santander Securities, J.P. Morgan Chase Bank, and Capital One Investments Services. Outside of her advisory work, she volunteers with the National LGBT Chamber of Commerce New York and organizes local meetings for the Dynamico Business Referral Club. 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 a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Candis Best is a CFP® and ChFC® credentialed financial advisor with four years of industry experience, currently with Eagle Strategies (NY Life). She has previously worked with Reveal Wealth and NYLife Securities LLC, and holds a role as a volunteer in the NYS Attorney Emeritus program. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Lenert is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been associated with Eagle Strategies since 2013 and has operated Lenert Financial Group since 2017. Outside of his advisory work, Lenert coaches a boys’ soccer team and serves on the board of a local men’s club, where he is treasurer. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice and manages a substantial majority of assets on a non-discretionary basis.

Atta Young is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Eagle Strategies in 2025, Atta operated APY Rise Wealth Strategies, a DBA focused on selling New York Life products and brokering non-registered insurance products. His background also includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience outside the financial industry at Max Mara USA. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis, working with various plan sponsors and offering advisory services tied to insurance and annuity products.

Giovanni Classen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Eyrium Wealth Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Angulo Strategies. He is also appointed as an insurance broker with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a notable emphasis on tailoring solutions and managing a predominantly non-discretionary asset base within the New York Life affiliate network.

Vincent Nestorovski is a CFP® professional with three years of experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at Eyrium Wealth Strategies, LLC, M&A Executive Benefit Insurance Solutions, LLC, Aergis Financial Strategies LLC, NYLIFE Securities LLC, and New York Life, where he has been associated since 2014. Outside of his advisory work, he owns a construction company engaged in building and renovating residential and commercial properties. 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 advisory program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Brian Robinson is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63, Series 65, and Series 66 licenses and has five years of industry experience. His prior roles include positions at Churchill Credit Solutions, Chase Investment Services Corp., and Morgan Stanley DW Inc. He also works as an independent contractor brokering non-registered insurance products outside of his advisory role. 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 provides tailored advice across multiple program types, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Luca Pautasso is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2021, as well as prior service with the New York Army National Guard and Nat Sherman International. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages most of its assets on a non-discretionary basis within an integrated affiliate structure.

Bachir Nasrany is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at Globe Life, ExamFX, Google-Coursera, EquiElite LLC, and Keller Williams. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages most assets on a non-discretionary basis, with a significant focus on institutional and plan sponsor relationships.

Junyang Zhao is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and possessing two years of industry experience. Prior to joining Eagle Strategies in 2026, Zhao worked at NYLIFE Securities LLC and New York Life. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a majority of assets managed on a non-discretionary basis.

Leonard Isaacs is a financial advisor at Eagle Strategies (NY Life) with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Eagle Strategies since 2021. Isaacs also operates Isaacs Financial Group, Inc., through which he sells New York Life products and brokers non-registered insurance products. 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 a range of advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Mohannad Mekawy is a financial advisor at Eagle Strategies (NY Life) with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and National Income Life Insurance Company. Mekawy has been with Eagle Strategies and affiliated New York Life entities since 2019. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, working with both retail and institutional sponsors within the New York Life affiliate structure.

Rocio Mendez is a financial advisor at Eagle Strategies (NY Life) with over 21 years of industry experience. She holds the ChFC® designation and Series 63 license. Ms. Mendez has been associated with New York Life Insurance Company and NYLife Securities LLC since 2004 before joining Eagle Strategies in 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types, including retirement plan consulting and co-advisory relationships, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Alyson Sedia is a financial advisor at Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, and she previously managed a business, Ahq LLC, for five years. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and provides a range of advisory solutions, including fiduciary retirement plan consulting and non-discretionary asset management.

Joseph Portello is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Portello has been associated with Eagle Strategies since 2022 and operates his own firms, Portello Financial Group LLC and The Firm Financial Group, LLC, which focus on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with both retail and institutional clients.

Michael Dwyer is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2009. He serves as a board member of the Harbor Green Shore Club, a local community organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Hailey Roberti is a financial advisor with Eagle Strategies (NY Life) in New York, NY. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes roles at Merrill and various positions outside finance, including at Newtown Athletic Club and Daddy O Hotel. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mary Ann Rivera is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses with eight years of industry experience. She has worked with NYLIFE Securities LLC since 2018 and New York Life Insurance Company since 2017, following four years at PhilamLife. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Sean Moore is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. He operates under the DBA Reveal Wealth, where he brokers non-registered insurance products and offers New York Life products and services. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm focuses primarily on non-discretionary asset management and delivers tailored advice across multiple program types, including fee-based advice and retirement plan consulting.

Phillip Grandison is a financial advisor with Eagle Strategies and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at HSBC Securities USA and Citizens Securities Inc. Outside of his advisory work, he owns a custom clothing company and volunteers with STALWARTS YOUTH, providing career guidance and mentoring. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with both individual and institutional clients.

Dominick Kortkamp is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Eagle Strategies since 2019 and has previously worked with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he is the owner of Liberty Marketing Group Solutions Inc, a company focused on marketing and branding for physician practices targeting Medicare Advantage consumers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of programs tailored to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Pomerantz is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates under the DBAs Miller-Pomerantz Insurance and Financial Services and Lenert Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and focuses on tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Beat Reinhart is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. He previously led Reinhart Advisors Group LLC for eight years and has been associated with New York Life Insurance Co and NYLIFE Securities LLC since 2019. Outside of advising, he serves as executor and power of attorney for his uncle’s estate and is involved in managing a non-investment business, Fox Hills Farm Chester LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and delivers advice through various program types, serving a broad client base including defined contribution and benefit plans, charitable organizations, and corporate clients.

Farhod Sultonov is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been affiliated with New York Life entities since 2008. In addition to his advisory work, he hosts the Cactuz Podcast, interviewing guests about their personal journeys and life lessons. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Valeriya Kolesnikova is a CFP® with six years of industry experience currently serving as a financial advisor at Eagle Strategies (NY Life). She has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2020 and is also involved with VMX Financial Strategies LLC and DSM-Firmenich. Outside of her advisory work, Valeriya is an author of a children's book focused on financial literacy and a wellness advocate selling essential oils. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Natthavadee Khemsuwan is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 4 years of industry experience. Her background includes roles at Eagle Strategies, Nylife Securities LLC, New York Life Insurance Company, At Home Recipe Corp, and Rani Arabella. She also works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis.

Dmitriy Khalilov is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has a longstanding role as president of Karakoyunlu Solutions, LLC, where he brokers non-registered insurance products. Khalilov also operates as an insurance broker outside of New York Life Insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Esmeralda Spahiu is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. She has one year of industry experience, previously working at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.