Nabeed Zaman is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior work includes roles at Columbia University and CUNY Bernard M. Baruch College. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, offering 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.

Michael Zheng is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) in New York, NY, and has two years of industry experience. Prior to his current role, he worked at NYLife Securities LLC and New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Mark Haik is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Haik has been with Eagle Strategies since 2011 and has also worked with New York Life and NYLife Securities for over 15 years. 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 delivers tailored advice across multiple program types and focuses primarily on non-discretionary asset management, serving a wide range of clients including defined contribution and defined benefit plans.

Ezra Litton is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding a Series 66 designation and 15 years of industry experience. His career includes roles at New York Life, NYLife Securities, PRUCO Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he operates a sole business renting rooftop tents and camping equipment for recreational use. 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 within an integrated New York Life affiliate structure.

Robin Nack is a financial advisor with Eagle Strategies (New York Life) based in New York, NY, holding a Series 66 credential and having 10 years of industry experience. Since 2016, Nack has been affiliated with New York Life. Outside of his advisory role, he serves as a trustee for a family trust without compensation. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, charitable, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with most assets managed on a non-discretionary basis and a focus on tailoring recommendations to client objectives.

Vanessa Simon is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been affiliated with NYLIFE Securities Inc and New York Life Insurance Company since 2002 and 2001, respectively. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable 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.

Lynne Carlo is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63 and Series 66 credentials and has 26 years of industry experience. Her career includes long-term 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 advisers. The firm focuses on tailored advice delivered via multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Winston Mc Laughlin is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Since 2011, he has been affiliated with New York Life Insurance Company for a 15-year tenure. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated advisers. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis while offering multiple program types, including retirement plan consulting and co-advisory relationships.

Alexis Quaglieri is a CFP® with seven years of experience in financial advising. She is currently with Eagle Strategies (NY Life), where she has worked since 2020, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Alexis also spent time at Lincoln Financial Advisors Corporation from 2022 to 2023. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach.

Patrick Forand is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and over 10 years of industry experience. He has been with Eagle Strategies since 2018 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2017. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Miguel Taveras is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds the ChFC® and Series 63 credentials and has been in the industry since 2026. Prior to joining Eagle Strategies, he worked at New York Life Insurance Company since 2019 and at PROCEED Inc. from 2015 to 2019. 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 significant portion of assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and defined benefit plans.

Mychael Nguyen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. He has been with Eagle Strategies since 2011 and has maintained affiliations with NYLIFE Distributors, NYLife Securities, LLC, and New York Life Insurance Company since 2007. 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 tailored to client objectives and plan sponsor criteria, managing a substantial portion of its assets on a non-discretionary basis and working within an integrated New York Life affiliate structure.

Tao Ling is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 20 years of industry experience, including 15 years with Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional clients, and plan sponsors. 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.

Joseph Guglielmo is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, Mass Mutual Life Insurance Company, Mass Mutual Investors Services, Path One Group, LLC, and AMG Distributors Inc. Eagle Strategies serves a diverse client base including individual investors, institutional and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Dan Zhang is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with NYLIFE Securities LLC and New York Life Insurance Company, and he has experience as a trader at Top Step Trader. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored advice and multiple program types, with the majority of its assets managed on a non-discretionary basis, and works with various institutional sponsors within the integrated New York Life affiliate structure.

Jamie Laboska is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Eagle Strategies since 2014 and also has experience with New York Life and its affiliated entities dating back to 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and advisory services, emphasizing tailored recommendations and maintaining a predominantly non-discretionary asset management approach within an integrated New York Life structure.

Reynaldo Ortiz is a CFP® certified financial advisor with 16 years of industry experience. He is currently affiliated with Eagle Strategies (New York Life) and has prior experience at firms including M Holdings Securities, Northwestern Mutual, Bank of America Merrill, JP Morgan Chase, and BNY Mellon. Ortiz is based in New York, NY. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Elias Padron is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Prudential Investments LLC and Prudential Investment Management Services LLC from 2013 to 2019 before joining New York Life in 2020. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and emphasizes a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Matthew Cintorino is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with New York Life and its related entities since 2016. Eagle Strategies serves 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 offers a range of programs including financial planning, hourly advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring solutions to client objectives and plan sponsor criteria.

Sean Hall is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Sean has been with New York Life Investment Management LLC since 2005. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.