New York, NY Madison Avenue Office

Hope Streeter is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and seven years of industry experience. She has worked at Eagle Strategies LLC since 2022 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2021. 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 advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with both retail and institutional clients within the New York Life affiliate structure.

Eric Halpern is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at New York Life Investment Management LLC since 2011 and New York Life Insurance Company since 2017. Halpern has been with Eagle Strategies since 2018. Eagle Strategies serves a diverse client base of individuals and institutions, 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, with most assets managed on a non-discretionary basis.

Julia Mcclung is a financial advisor with Eagle Strategies (NY Life) in New York, NY. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Mcclung has been with Eagle Strategies and affiliated New York Life companies since 2009. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored advice and offers multiple program options, with most assets managed on a non-discretionary basis.

Dongming Sun is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been affiliated with New York Life and its related entities since 2010. 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 offers a range of program types focused on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Gregory Vasilakos is a financial advisor with Eagle Strategies (NY Life) in New York, NY. He holds a Series 66 designation and has eight years of industry experience. He has been with Eagle Strategies since 2019 and has worked with affiliated New York Life entities since 2018. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Carlos Cortez is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and New York Life Insurance Company, with prior roles including Nylife Distributors LLC. Outside of advising, he serves as a notary public without charging fees. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kathleen Kelly is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Eagle Strategies and related New York Life entities since 2017, with prior experience at Equitable Advisors and Mony Securities Corporation. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations to client objectives and plan sponsor criteria.

Sean Madgett is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 16 years of industry experience. He has worked at Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions and manages the majority of its assets on a non-discretionary basis.

Sandra Gill is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Nylife Securities LLC, New York Life Insurance Company, and Eagle Strategies since 2014. Outside of her advisory work, she owns a rental property where she rents a room to a family member. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Diane Wesbecher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63 and Series 65 registrations and has 26 years of industry experience. Diane has been affiliated with New York Life Insurance Company since 2000 and with Nylife Distributors LLC since 2003. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria.

Timothy Lavino is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 17 years of industry experience. Lavino has been with Eagle Strategies since 2013 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2009 and 2008, respectively. 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 emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Sophia Sekinda Panko is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 12 years of industry experience, working with Eagle Strategies since 2021 and with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of her advisory role, she owns So.phee Stitches, a craft business that sells handmade crochet items at community markets. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sean Viola is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 designations and has 18 years of industry experience. Sean has been with Eagle Strategies since 2018 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Salvador Arcadipane is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co since 2015. Outside of his advisory role, he is an individual investor in digital currencies such as Bitcoin and Dogecoin. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Keith Mellen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked at Eagle Strategies since 2021 and previously spent 13 years at Park Avenue Securities. His current roles also include positions with Nylife Securities LLC and New York Life Insurance Co. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers various program types, focusing on tailored recommendations and managing a majority of assets on a non-discretionary basis.