Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2003 and operates additional business activities under Creative Wealth Solutions and Insurance Services, LLC and Keith, Meadows & Dunn, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis through a large network of affiliated advisors. The firm integrates insurance and annuity products within its advisory offerings and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Matthew Hughes is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience and has been affiliated with Eagle Strategies since 2023. Outside of his advisory role, he volunteers as a football coach with the Massachusetts Interscholastic Athletic Association and serves as a board member assisting with the grant interview process for South Shore Young Professionals. 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 program types tailored to client objectives, with a substantial portion of assets managed on a non-discretionary basis.

Brian St Croix is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at NYLIFE Securities, LLC, New York Life Insurance, and Creative Wealth Solutions & Insurance Services LLC. He is also involved in insurance brokering through his firm Creative Wealth Solutions & Insurance Services LLC, which focuses on selling New York Life products and brokering 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 emphasizes tailoring solutions to client objectives and Plan Sponsor criteria and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jason Bourque is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked with Eagle Strategies since 2017 and has been involved with New York Life and affiliated entities since 2006. Outside of his advisory role, Bourque serves as Secretary on the board of the Epilepsy Foundation and contributes as an educator and content creator for a community media project focused on local small businesses. Eagle Strategies serves a diverse group of individual and institutional clients, 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 an integrated New York Life affiliate structure.