Tulsa, OK S Yale Ave Office

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. 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 multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Kurt Boutin is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to his current role, he spent over a decade at The Friedkin Group: Gulf States Toyota and GSFSGroup. Boutin operates under the DBA Edison Financial Group, LLC d/b/a Edison Wealth Strategies to sell New York Life products and services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Leahey is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edison Wealth Strategies and Mariner Wealth Advisors. Eagle Strategies serves a broad mix 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 offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

John Stagg II is a financial advisor with Eagle Strategies (NY Life) in Tulsa, OK, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been associated with Eagle Strategies since 2022 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Stagg serves as a board member of the Tristesse Grief Foundation and is a committee member of the Young Professionals Alzheimer's Association - Oklahoma Chapter. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with a significant focus on non-discretionary assets and fiduciary responsibilities in retirement plan advisory services.