skip to main content
Main Menu
Transparent L over Target Logo, White Lettering
  • Home
  • About Us
  • Products & Services
    • Products
    • Our Services
  • Resources
    • Calculators
    • Articles
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

© 2026 New York Life Insurance Company. All rights reserved.

Certain materials may be owned or administered by third parties and are used with permission.  New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and certain other trademarks displayed on this site; other trademarks remain the property of their respective owners.

New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all NYL content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

All content, material, and links on this site is provided AS IS for your convenience and for general informational purposes. Your purchase of any insurance or financial product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase. No contrary terms or information available on or through this site modify those documents.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Transparent L over Target Logo, White Lettering
  • Home
  • About Us
  • Products & Services
    • Products
    • Our Services
  • Resources
    • Calculators
    • Articles
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us
Disclosure

Brian Shea, Jesse Portello, Ryan Malone, Joseph Ward, Kevin Gonzalez, and Dawson Frondorf are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Brian Shea (CA Insurance License #0M49329).
Jesse Portello (CA Insurance License #4541864).
Ryan Malone (CA Insurance License #4280456).
Kevin Gonzalez (CA Insurance License #4384608).

As a New York Life Agent, Brian Shea is licensed and authorized to offer insurance in California, but Tactical Financial Group may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Jesse Portello is licensed and authorized to offer insurance in California, but Tactical Financial Group may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Ryan Malone is licensed and authorized to offer insurance in California, but Tactical Financial Group may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Kevin Gonzalez is licensed and authorized to offer insurance in California, but Tactical Financial Group may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Brian Shea, 1954 Greenspring Dr Ste 700, Timonium, MD 21093, 410-302-2992.
Jesse Portello, 1 World Trade Center 285 Fulton Street 39th Floor, New York, NY 10007, 631-495-4598.
Ryan Malone, 6200 Bridge Point Pkwy Ste 300, Austin, TX 78730, 516-343-8617.
Joseph Ward, 1650 Lake Cook Rd Ste 500, Deerfield, IL 60015, 815-570-7068.
Kevin Gonzalez, 1 World Trade Ctr Fl 39, New York, NY 10007.
Dawson Frondorf, One World Trade Center 285 Fulton Street 29th Floor, New York, NY 10007, 212-261-0200.

Brian Shea is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

TACTICAL FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TACTICAL FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices