Marc Rosenthal is a financial advisor with Eagle Strategies (NY Life) in Williamsville, NY, holding Series 66 and Series 63 designations 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, he serves as an officer for the Kaleida Health Foundation and as a board member of the Amherst Youth Hockey Association. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated representatives. The firm emphasizes tailored recommendations and focuses primarily on non-discretionary assets, with a notable presence in retirement plan consulting and insurance-related advisory services.

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. David has worked with Eagle Strategies since 2021 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored advice and multiple program types, focusing primarily on non-discretionary assets and maintaining fiduciary responsibilities to retirement investors.

Kevin Kania is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. He has two years of industry experience, including prior work at Geico from 2006 to 2023. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its 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.