Antonia Roig is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Eagle Strategies since 2015 and has been affiliated with New York Life Insurance Company since 1998. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Stephanie Wang is a Series 66 licensed advisor with Eagle Strategies (New York Life) based in New York, NY. She has seven years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2018, and previously worked at Caliber Associates. 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 offers various program types tailored to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Nicholas Colello is a financial advisor with Eagle Strategies (New York Life) in New York, NY. He holds the CFP®, ChFC®, and Series 66 designations and has 20 years of industry experience. His career includes roles at New York Life and its affiliates since 2010. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses predominantly on non-discretionary asset management within an integrated New York Life affiliate structure.

Jeffrey Tenorio is a financial advisor at Eagle Strategies (NY Life) based in New York, NY, with 14 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Eagle Strategies since 2018. Prior to that, he worked at NYLIFE Securities LLC and New York Life Insurance Co. starting in 2016. 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 various program types tailored to client objectives, with a majority of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

Casey O'Donnell is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at New York Life since 2016 and at MVS Management since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Bruce Honicky is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Wells Capital Management and Integras Partners, LLC. His background includes roles in both advisory and securities settings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jacqueline Wilson is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. She holds the Series 66 designation and has 11 years of industry experience. Her prior work includes positions at Citigroup Global Markets, Cassa Wealth Management, and LPL Financial. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Tenner Pau is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Eagle Strategies since 2012 and has prior experience with NYLIFE Securities LLC and New York Life. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

Richard Simonetti is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and with 30 years of industry experience. His career includes longstanding roles at Nylife Securities Inc., New York Life Insurance Company, and Eagle Strategies. Outside of his advisory work, he serves as a board member for the Town of Cortlandt Lacrosse Club and volunteers as a coach for the Hendrick Hudson School District youth programs. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis, operating within an integrated structure alongside New York Life affiliates.

Marzena Hrebenko is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and NYLIFE Securities LLC. Eagle Strategies serves 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 a variety of program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Janco is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at MML Strategic Distributors, MML Investors Services, and MassMutual Financial Group. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, with most regulatory assets under management managed on a non-discretionary basis.

Lauren Ip is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. She has 19 years of industry experience, including roles at Eagle Strategies since 2018 and prior positions with NYLIFE Securities LLC and New York Life Insurance Company. 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 emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with various institutional sponsors as well as individual investors.

Quincy De Freitas 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 30 years of industry experience. His prior roles include positions at AXA Advisors, NYLife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Timothy Cooley is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate entities. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, primarily non-discretionary solutions within an integrated New York Life affiliate structure.

Edward Chiha Jr. is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Eagle Strategies since 2012 and has prior experience with NYLife Securities LLC and New York Life Insurance Co dating back to 2010. Outside of his advisory role, he is a youth sports coach involved with local athletic leagues. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types, with the majority of assets managed on a non-discretionary basis.

Robert Stein is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Pershing LLC and Invesco. 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 emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a diverse range of clients including corporate and charitable entities.

Isaac Kamman is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding the ChFC® designation and Series 63 license. He has 22 years of industry experience and has been with Eagle Strategies since 2009. Kamman also serves as a board member for Bais Shmuel-Chabad synagogue and the Crown Heights Jewish Community Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Dino Arfanis is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been affiliated with Eagle Strategies since 2012 and has longstanding roles with Nylife Securities Inc. and New York Life Insurance Company since 2007 and 2006, respectively. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice through various program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Michael Fard is a financial advisor with Eagle Strategies (NY Life) in New York, NY. He holds a Series 66 designation and has 23 years of industry experience. His prior work includes roles at JPMorgan Securities, LLC, JPMorgan Chase Bank, and Foresters Financial Services, Inc. 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 a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Arthur Zottola III is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Eagle Strategies (NY Life), where he has worked since 2020. Prior to that, he held roles at NYLIFE Securities LLC and New York Life Insurance Company starting in 2019, and worked at FINRA from 2015 to 2018. 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 offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.