Michael Broderick is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a Series 63 designation and bringing 38 years of industry experience. He has been affiliated with Atlantic Planning Group, LLC, Nylife Securities Inc., and New York Life Insurance Company since the mid-1990s. Broderick serves as an associate board member of Catholic Memorial High School and is a board member and director of The Julie Fund, which supports education, financial assistance, and research for women’s cancers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers various advisory programs tailored to client objectives, with most of its assets managed on a non-discretionary basis and integrated within the New York Life affiliate structure.

Kimberly Mckown is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding a ChFC® designation and Series 63 license. She has 39 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities Inc. Mckown also owns McKown Insurance and Financial Services and serves on the board of the European Mission Society, which supports church planting and expansion in New England, the Mid-Atlantic, and Europe. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wendy Aimola is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has been with Eagle Strategies since 2018 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory role, she serves as a board member for Charley's Angels Pet Initiative, a charitable organization that collects and distributes pet food and supplies to those in need. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, institutional plans, and charitable organizations. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Wenping Jin is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2021 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2009. Outside of her advisory role, she serves as President of the Parents and Teachers' Organization at Westwood Chinese School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, emphasizing a predominantly non-discretionary asset management approach within an integrated New York Life affiliate structure.

Hirokazu Onuma is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the ChFC® and Series 63 designations and has 15 years of industry experience. Prior to his current role, he was an educator at the Japanese Language School of Greater Boston, a nonprofit that serves the local Japanese community. 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 solutions delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Michael Hurley is a financial advisor at Eagle Strategies (NY Life) with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with New York Life and its affiliated entities since 2017. Hurley owns and operates Fort Independence Financial & Insurance, through which he brokers 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 delivers solutions across multiple program types, with the majority of assets managed on a non-discretionary basis.

Anthony Melo is a financial advisor with Eagle Strategies, affiliated with New York Life, holding a Series 66 license and two years of industry experience. He previously worked for Keurig Dr Pepper for ten years before transitioning to financial services. Melo operates under the DBA Fairway Group LLC for the purpose of selling New York Life products and services. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional 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.

Christopher Eppich is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and Atlantic Planning Group LLC, where he provides financial planning and personal financial solutions. Eppich is also involved in brokering non-registered insurance products through Ash Brokerage. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers tailored financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisors, emphasizing non-discretionary asset management and fiduciary responsibilities in retirement investing.

Benjamin Lisle is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and with one year of industry experience. His prior work includes roles at M&T Bank and New York Life Insurance Company. Outside of financial advising, he owns and operates a vending machine business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Robert Shoff is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 66 and Series 63 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he owns a rental property listed on Airbnb. 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 emphasizes tailored recommendations and offers multiple program types, managing a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mary Stockton is a CFP® and ChFC® with 28 years of experience in the financial services industry. She is currently with Eagle Strategies (NY Life) and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1997. Stockton also owns Stockton Financial and Insurance Services, through which she conducts business outside of her advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, operating primarily on a non-discretionary asset base within an integrated New York Life affiliate structure.

Jeffrey Varsa is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA, holding a Series 66 designation and 25 years of industry experience. He has operated The VARSA Group, LLC since 2010 and has been affiliated with New York Life and Nylife Securities LLC since 2003. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

David Wilson is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has been with Eagle Strategies (NY Life) since 2015 and previously worked at Morgan Stanley. Outside of his advisory role, Wilson is a member of the finance committee at Saint Kathryn's Parish and owns a retail clothing and accessories business on Etsy. 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 and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Patrick Battersby is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Phoenix Power and is currently a member of Atlantic Planning Group, LLC, where he engages in investment-related activities under a registered investment adviser. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Vera Lucia Rampartap is a financial advisor with Eagle Strategies (New York Life) in Waltham, MA, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Morgan Stanley, Ameriprise, and Merrill, spanning over two decades in the financial services sector. 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 and manages a significant portion of its assets on a non-discretionary basis through a broad network of affiliated advisers.

Liam Greene is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and a brief tenure in moving and storage services. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Nichols is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63, 65, and 66 licenses and possessing 11 years of industry experience. He has worked at Eagle Strategies since 2021 and with New York Life Insurance Company and NYLIFE Securities LLC since 2015. Outside of his advisory role, Nichols volunteers with Family Promise Metrowest and serves as Treasurer for the BNI Ultimate Success networking group. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm offers tailored advisory solutions across individual investors, institutional plans, and charitable clients, with a focus on non-discretionary asset management and integrated insurance product offerings.

Myles Davis is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Eagle Strategies, he has been associated with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves as an assistant coach for the Roxbury Latin Varsity Basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored solutions and offers a range of advisory programs, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Morrill is a financial advisor with Eagle Strategies, affiliated with NY Life, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at Proctor & Gamble and Trindent Consulting. Outside of finance, he owns Pi Design Boston, a small business providing custom embroidery services. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Sandra Mazzola is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been associated with Eagle Strategies since 2021 and has prior experience with Next Generation Wealth, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is involved in real estate activities through ownership and partnerships in several entities focused on buying and selling property. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plan clients, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.