Marc Rosenthal is a financial advisor with Eagle Strategies (NY Life) in Williamsville, NY, holding Series 66 and Series 63 credentials and 25 years of industry experience. He has been with Eagle Strategies since 2017 and concurrently associated with ROI Financial Group, Nylife Securities Inc., and New York Life Insurance Company since 2001. Outside of his advisory work, Rosenthal serves as an officer of the Kaleida Health Foundation and is a board member of the Amherst Youth Hockey Association. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

David Bush is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including ten years with New York Life Insurance Company and NYLIFE Securities LLC, and ten years at PNC. Eagle Strategies serves a diverse 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 emphasizes tailored recommendations across multiple program types and primarily manages assets on a non-discretionary basis.

Kevin Kania is a financial advisor with Eagle Strategies (New York Life) in Williamsville, NY, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes 17 years at Geico. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Scott Zeplowitz is a financial advisor with Eagle Strategies (NY Life) based in Williamsville, NY, holding Series 63 and Series 66 designations and having 12 years of industry experience. His career includes roles at Eagle Strategies, ROI Financial Group, NYLife Securities LLC, and New York Life Insurance Co. Outside of his advisory work, he serves as a board member of the Lockport Ice Arena & Sports Complex. Eagle Strategies serves a broad clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets under management held on a non-discretionary basis.