Eagle Strategies (NY Life)

Isaiah Edison is a financial advisor with Eagle Strategies (New York Life) in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He is also the owner of Edison Financial Group, LLC, which offers insurance products and wealth strategies. Edison has held roles with Integrated Financial and NYLIFE Securities LLC, and is a shareholder in NYLARC Holding Company, which reinsures life insurance policies. He is a passive investor in cryptocurrency. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated entities.

Kirk Blackman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Reveal Wealth, Blackman Financial Services, NYLife Securities, and New York Life Insurance Company. Blackman serves as chairman of the Hillside Work-Scholarship Connection Prince George's Advisory Council and is treasurer of the Epsilon Phi Boule Foundation, both organizations focused on youth development and community support. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Scott Schechter is a financial advisor with Eagle Strategies (NY Life) in San Diego, CA, holding the CFP® and ChFC® designations and possessing 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2002. Outside of his advisory role, Schechter serves as a board member of the ACLU of San Diego & Imperial Counties and volunteers with Amplified Impact Partners, a nonprofit providing pro-bono consulting services to other nonprofits. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by offering financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of year-end 2024.

John Mott is a financial advisor with Eagle Strategies (NY Life) based in Eufaula, Alabama, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2011 and 2009, respectively. Outside of advisory work, he is involved in managing the Mott Family Limited Partnership and owns Mott Farms. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Darwyn Sprik is a financial advisor with Eagle Strategies (New York Life) in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Eagle Strategies since 2016 and also operates Sprik Financial Group, LLC, which brokers non-registered insurance products. Sprik serves as a board member of the Fearless Foundation, a nonprofit organization focused on connecting donors with charitable causes. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

Todd Middleton is a financial advisor with Eagle Strategies (New York Life) based in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 25 years with New York Life. Outside of his advisory role, he owns a brokerage business for non-registered insurance products and is a member of Reciprocal Ministries International, which supports cross-cultural church partnerships. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

John Wheat is a financial advisor with Eagle Strategies (New York Life) based in San Antonio, TX. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he serves on the board of the Belle Oaks Ranch Property Owners Association, providing oversight for community maintenance. Eagle Strategies LLC offers financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Joshua Bauer is a financial advisor with Eagle Strategies (NY Life) based in Enumclaw, WA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Bauer has been with New York Life Insurance Company since 2009. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Mark Weller is a CFP® professional with 16 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked with Eagle Strategies since 2012 and also has a background with New York Life Insurance Co and NYLIFE Securities LLC dating back to 2009. Outside of his advisory work, he serves as a board member for the Royersford Parks and Recreation Commission and holds a leadership role in a local networking group in Langhorne, PA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios while coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

Nadia Stanley is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eagle Strategies, she has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company. Outside of her advisory role, she is involved as a creative director at The Regal Agency, owns an e-commerce and content business called Square Huxtable LLC, has authored a book titled *I Know Why You're Single, Sis!*, and serves as a volunteer on the PBS Social Community Advisory Board and as secretary for the DTLA Rotary board. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of investment adviser representatives, emphasizing client-directed solutions with third-party managers and model portfolios, and is an indirect subsidiary of New York Life.

Mark Rude is a financial advisor with Eagle Strategies (New York Life) based in Casper, Wyoming. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes over two decades at New York Life and its affiliated entities prior to joining Eagle Strategies in 2019. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Andrew Jensen is a financial advisor with Eagle Strategies (NY Life) based in Holden, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Eagle Strategies since 2017 and Cardinal Financial Group LLC since 2022. Outside of his advisory role, Jensen serves on the board of the Wachusett Area Chamber of Commerce and the Oriol Foundation, and volunteers for community events such as Holden Day's. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Michael Grinnon is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2007. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, delivering services through a network of over 2,000 investment adviser representatives.

Michael Strong is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds a Series 66 designation and has nine years of industry experience. Since 2016, he has been associated with H&H Financial Group and affiliated firms including Eagle Strategies and New York Life. Outside of his advisory role, he is involved in insurance brokering and holds a profit interest in Herrington Real Estate LLC, which leases office space to his partners. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients, providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.

Michael Stahl is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds the ChFC® designation and Series 63 license, with 23 years of industry experience. Prior to joining Eagle Strategies in 2022, he has been associated with High Point Financial Group, LLC, Nylife Securities, and New York Life Insurance Company since 2002. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.