Richard Schwartz is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Eagle Strategies since 2021 and has worked with affiliated firms including NYLIFE Securities LLC and NY Life Insurance Company since 2011. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Edward Stein is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2008 and concurrently affiliated with Nylife Securities LLC and New York Life Insurance Company since 2007. Outside of his advisory role, Stein is the owner of Macro Planners, LLC, and serves as a board member for the Bayview Shores Homeowners Association. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers a variety of program types tailored to individual and institutional clients, with a majority of assets managed on a non-discretionary basis.

Sean Barker is a CFP® and ChFC® with nine years of experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co since 2017, as well as prior experience at Beall's Incorporated and Lexington Hospital for Cats. Outside of his financial advisory work, he is a member of Mondo Cookie Company, a business that makes and sells custom cookies. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Alexander Phillips is a ChFC®-designated financial advisor with Eagle Strategies (NY Life) in Norfolk, VA. He has three years of industry experience and previously served in the U.S. Navy. In addition to his advisory work, Phillips owns and operates V&P Pawsitive Retreat LLC, a business focused on dog training, grooming, and care. 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 advice through various program types, predominantly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Corey Sullivan is a financial advisor with Eagle Strategies (New York Life) based in Norfolk, VA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles with New York Life Insurance Co. since 2012 and Nylife Securities LLC since 2013, alongside operating Mathas Financial Group LLC since 2019. Outside of his advisory work, he serves as a board member for Virginia Beach Project LifeSaver, a nonprofit focused on search and rescue efforts for individuals with cognitive disorders, and also acts as a Notary Public. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through an extensive network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, including advisory services connected to insurance and annuity products within an integrated New York Life affiliate structure.

Robert Davanzo is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and one year of industry experience. He has worked with Eagle Strategies and Mathas Financial Group since 2025 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2024. Outside of his advisory roles, he has a background that includes marine services and education. Eagle Strategies serves a broad range 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 tailored to client objectives and maintains a significant portion of its assets under non-discretionary management.

Paul Holman is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Co since 2009 and has held roles at Waterside Financial Group, Diamond Springs Financial, and Mathas Financial Group. Holman is also involved in brokering non-registered insurance products and operates under the DBA names Diamond Springs Financial, LLC and Mathas Financial Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and offers tailored solutions including financial plans, fee-based advice, and co-advisory relationships within an integrated New York Life affiliate structure.

Antwan Gibson is a financial advisor with Eagle Strategies (NY Life) based in Norfolk, VA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as operating Gibson Financial Strategies LLC since 2024. Outside of financial services, he is the owner and professional DJ of DJ Twan G Entertainment, LLC, providing musical entertainment for various events. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement-plan sponsors, offering financial planning, investment management, and advisory services primarily through a non-discretionary asset management approach integrated with New York Life’s insurance products.

Thomas Mathas is a financial advisor with Eagle Strategies (NY Life) in Norfolk, VA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2011 and is also the owner of Mathas Financial Group LLC. Mathas serves as a board member at Norfolk Collegiate School and contributes to the Annunciation Greek Orthodox Church's Legacy and Investment Committees. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and provides tailored advice through various program types within an integrated New York Life affiliate structure.