Melville, NY Broadhollow Road Office

Natalie McGinley is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2016 and operates under the DBA Wealth Conservation Group, Inc. for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Paul Lacava is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with New York Life Insurance Company and affiliated firms since 1991 and operates under DBAs Wealth Conservation Group, Inc. and Benefits Plus Financial Services, Inc., both focused on selling New York Life products and brokering non-registered insurance products. Outside of financial services, he is involved as an owner of a company engaged in automobile engine research and development. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Leon Browne is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 registrations and 12 years of industry experience. He has worked in various roles within New York Life and its affiliates since 2014. Outside of his advisory work, he is a commissioned Notary Public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, particularly in relationships with institutional sponsors.

David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.

Francesco Livoti is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and JV Kelly Group Inc. He serves on the Huntington Township Chamber of Commerce board and participates in the Huntington Chamber of Commerce Young Professionals Committee. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions across multiple program types, including fee-based advice and retirement plan consulting, with a significant focus on non-discretionary asset management for both individual and institutional clients.

Maria Ocampo is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Premier Asset Solutions Inc., Nylife Securities, LLC, and New York Life Insurance Company. Ocampo operates Ocampo Financial Strategies, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Schmidt is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has been associated with Eagle Strategies since 2005 and operates under the DBA RSA Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph Brida is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including long-term roles at Wealth Conservation Group, Inc. and Nylife Securities Inc. Brida has an ownership interest in a racehorse entity, J & B Stables, though he is not actively involved in its management. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs within an integrated New York Life affiliate structure.

Sara Ashmawy is a financial advisor with Eagle Strategies (New York Life) based in New York, NY, holding a Series 66 designation and 11 years of industry experience. She is associated with Pinnacle Strategies, Inc. and brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis through an integrated New York Life affiliate structure.

Arthur Keegan III is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® and Series 63 designations. He has 25 years of industry experience, including over two decades with New York Life Insurance Company. Keegan is based in Melville, NY. Eagle Strategies serves a wide 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 offers tailored solutions across various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Keith Macpherson is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates under the DBA Wealth Conservation Group, Inc., where he brokers non-registered insurance products alongside offering New York Life products and services. 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 advice delivered through multiple program types and maintains a predominantly non-discretionary asset management approach.

Paul Sciacca is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He is also president of NAIFA NY, where he oversees government relations and advocacy for insurance and financial advisors. His prior and concurrent roles include positions at Wealth Conservation Group, Inc., Pinnacle Strategies Inc., Nylife Securities LLC, and New York Life Insurance Company. 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 emphasizes tailored recommendations and provides advisory solutions through various program types, with the majority of assets managed on a non-discretionary basis.

Soterios Theori is a financial advisor at Eagle Strategies (NY Life) with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Eagle Strategies since 2010. Prior to and concurrently, he has been associated with Nylife Securities Inc and New York Life Insurance Co since 2004. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Stevens is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes significant tenure at Credit Suisse Securities (USA) LLC and roles at Academy Consulting and Cortex Advisors prior to joining Eagle Strategies in 2026. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates within an integrated New York Life affiliate structure and emphasizes tailored recommendations primarily through non-discretionary advisory relationships.

Eric Baumbach is a financial advisor with Eagle Strategies at New York Life, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at Eagle Strategies since 2004 and has been involved with affiliated entities such as Treebrook Financial Group and Lippencott Financial Group. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.