Peter McAvinn is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Eagle Strategies (New York Life) since 2004. He has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 1995. Outside of his advisory role, he is president of The Julie Fund, a non-profit organization, and serves as treasurer for the Research Agencies Group, a LIMRA-based study group. 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 tailored to client objectives, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Caitlin Cullerton is a financial advisor at Eagle Strategies (NY Life) with 10 years of industry experience. She holds a Series 66 designation and has been affiliated with New York Life Insurance Company and its related entities since 2012. Outside of her advisory role, she volunteers teaching gospel at Blessed Trinity Church in Massachusetts. Eagle Strategies serves individual and institutional clients through a broad network of investment adviser representatives, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Joanna Antonopoulos is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has worked at Eagle Strategies and affiliated entities since 2004, including a role at Atlantic Planning Group since 2019. Antonopoulos serves as a board member of Networking Group USA, a non-investment-related organization. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Hillary Price is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the ChFC® designation and the Series 63 license, with 27 years of industry experience. Price has held roles at Mahoney Financial Organization, Koritz Wealth Strategies, and Eagle Strategies, and she serves as a trustee and volunteer fundraiser for Hebrew Senior Life. 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 advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a majority of its assets managed on a non-discretionary basis.

Stephen Mc Cue is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior roles include positions at Voya Financial and John Hancock. He is also appointed with outside insurance carriers as an insurance broker for 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 manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Delia Brimmer is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Eagle Strategies since 2023 and has been with New York Life and Nylife Securities LLC since 2014. Outside of advisory work, she is also appointed as an insurance broker for non-registered insurance products and serves as a notary public. 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 across various program types and manages a substantial portion of assets on a non-discretionary basis.

Kevyn Mosele is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at NYLife Securities LLC, New York Life Insurance Company, Salem Five Bank, and Citizens Bank. Mosele also owned and operated a remodeling business for two years. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs and emphasizes tailored recommendations within an integrated New York Life affiliate structure.

William Terry III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 63 designation and has 29 years of industry experience. He has been with Eagle Strategies since 2012 and has also worked with Nylife Securities Inc. and New York Life Insurance Co. since 1996. 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 multiple program types and emphasizes tailored recommendations that address client objectives and Plan Sponsor criteria.

Matthew Brightman is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 credentials. He has 19 years of industry experience and has worked at Eagle Strategies since 2019, with prior roles at Nylife Securities, Inc. and Nylife Insurance Company dating back to 2006. Outside of advisory work, he is a silent partner in a clothing company. 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 offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Leudson Veloz is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of advisory work, he is involved as a silent partner in an e-commerce business and provides contract assistance for a family-owned HVAC mechanical company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering a range of financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alex Yang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation. He has been in the financial services industry since 2023, with prior experience at Bank of America from 2015 to 2025. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Nicholas Silva is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding the CFP® and ChFC® designations and possessing 16 years of industry experience. He has worked with Eagle Strategies since 2014 and previously with NYLIFE Securities and New York Life Insurance Company starting in 2011. Silva serves as a board member for the Boys & Girls Club of Greater Salem. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. 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.

Luis Lopez is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked with firms including NYlife Securities LLC and New York Life Insurance Company since 2014 and operates under the DBA names LA Legacy Financial, LLC and ProWealth LLC for selling New York Life products and brokering non-registered insurance products. 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 advisers. The firm’s approach includes tailored recommendations across multiple program types and emphasizes non-discretionary advisory relationships, particularly with retirement plan sponsors.

Louis Orsatti is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His career includes roles at David Keefe and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis.

Jason Vanderstreet is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Atlantic Planning Group LLC since 2010 and has been affiliated with Eagle Strategies, NYL Securities LLC, and New York Life Insurance Co. since 2008. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Jing Wang is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and over 22 years of industry experience. She has worked with New York Life and its affiliated entities since 2003 and operates JW Insurance & Financial Services, brokering group benefits and fixed insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides tailored financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with most assets managed on a non-discretionary basis.

Christopher Battersby is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding CFP® and Series 63 credentials and possessing 37 years of industry experience. He has worked with Eagle Strategies since 2000 and also serves as a financial planning partner at Atlantic Planning Group, LLC. His other activities include managing a family trust and investing in cryptocurrency. Eagle Strategies serves a diverse clientele, including individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a large proportion of assets managed on a non-discretionary basis.

David Burg is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Eagle Strategies since 2018 and operates Burg Financial & Insurance Solutions, a business focused on New York Life products and brokering non-registered insurance products. Burg serves as the Vice President of Religion and Israel Action on the Executive Board of Temple Israel of Natick. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services primarily on a non-discretionary basis. The firm delivers tailored advice through multiple program types and operates within an integrated structure alongside New York Life affiliates.

Anesti Duka is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 65 and Series 63 licenses and having one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and several other financial and educational organizations. Eagle Strategies serves a diverse client base, 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 tailored recommendations, managing a substantial portion of assets on a non-discretionary basis and working with individual investors, institutional sponsors, and corporate clients.

Brett Nagle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds a Series 66 designation and has experience spanning roles at Eagle Strategies, NYLIFE Securities, Atlantic Planning Group, Lansing Building Products, and Storyboard That. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, including financial plans, retirement plan consulting, and co-advisory relationships, with a significant focus on non-discretionary assets and fiduciary responsibilities.