Jon Schlueter is an esteemed financial and insurance advisor with an impressive career spanning over three decades in the bustling financial landscape of New York. His journey from humble beginnings on the picturesque shores of Long Island to becoming a trusted expert in the finance and insurance sector is a testament to his unwavering dedication, lifelong commitment to learning, and deep-rooted values.

With over 30 years of experience, Jon Schlueter has become a prominent figure in the industry. His distinguished career is further underscored by his impressive designations, including Certified Financial Fiduciary (NACFF), Registered Financial Consultant (RFC), and Certified Long-Term Care Specialist (CLTC). These certifications exemplify Jon's relentless pursuit of excellence and his commitment to staying at the forefront of industry standards and best practices.

As a member of the prestigious Million Dollar Round Table (MDRT), Jon is part of an elite group of professionals who have consistently demonstrated exceptional performance and expertise in the financial and insurance arena. This membership not only showcases his outstanding achievements but also his dedication to providing the highest level of service to his clients.  Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.

Jon's expertise in financial planning and insurance solutions has made him a trusted advisor to a diverse clientele. Whether it's retirement planning, risk management, or long-term care strategies, Jon's personalized approach and in-depth knowledge have consistently delivered exceptional results for his clients.

Beyond his thriving career, Jon is a devoted husband and loving father of two children. His family serves as the cornerstone of his life and is a constant source of motivation and support.

In his free time, Jon Schlueter has cultivated a passion for car detailing and lawn care. These hobbies provide him with a welcome respite from the complexities of the financial world, allowing him to find balance and relaxation in meticulous attention to detail and the nurturing of green spaces.

Jon's commitment to his clients, his family, and his personal interests demonstrates a remarkable balance of professionalism, dedication, and a zest for life. His journey from Long Island to the heart of the financial industry in New York is an inspiring testament to the power of hard work, continuous learning, and the pursuit of one's passions. Jon Schlueter is not only a financial and insurance advisor of unparalleled expertise but also a well-rounded individual who enriches both his professional and personal spheres.

Richard Eller is the President and Founder of Blueprint Financial Group, LLC.   Since 1984, he has worked with a superb team of investment, research and support staff that focus on educating and preparing you for the most important decisions that affect your financial future and retirement lifestyle.

He graduated from the University of Rochester, and successfully completed the graduate financial planning program at Fairfield University.  

Rich often speaks to the public and has been interviewed on radio and television. His popular retirement planning workshops for pre-retirees and retirees alike have been held in many locations. Rich was the host for a well-known radio financial program. He wrote a monthly newspaper column and authored other articles on investment management, saving for retirement and working to reduce taxes during retirement.

Mr. Eller works diligently as an educator and independent retirement planning specialist.  This gives him the freedom and ability to focus solely on client relationships without any potential conflicts of interest. That is the Fiduciary standard of care he follows in service to you.  He works for you, solely in your best interests, not any company.  Rich is a Certified Financial Fiduciary® as well Chartered Federal Employee Benefits Consultant. ℠ and personally meets with clients from offices in Connecticut, Florida and the Virginia/Maryland and Washington DC area.

Rich spends his free time with his wife and two children, and aging Australian Shepherd dog who come to the office every day.  He also enjoys traveling and woodworking. He and his family previously hosted an international exchange student.  Currently, Rich is raising chickens and donates the fresh eggs.

Michael W. Hanna, MBA, CFP®, Certified Financial Fiduciary®, RICP®, AEP® is a Certified Financial Planner Professional and has earned the designation of Retirement Income Certified Professional (RICP), Accredited Estate Planner (AEP), and is the co-founder of Azura Wealth Advisers LLC.

Over the last two decades, Mike has helped a wide spectrum of clients to create a financial roadmap to wealth accumulation, customized for each clients' goals and aspirations. He maintains Series 7 and 66, as well as life and health insurance licenses.

A consistent leader in his practice, Mike is a qualifying member of the prestigious Million Dollar Round Table (MDRT), an elite international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity. He is also an active member of the Financial Planning Association (FPA), the Society of Financial Service Professionals (FSP), the Association for Advanced Life Underwriting (AALU), the Estate Planning Council of New York City (EPCNYC), and the National Association of Insurance and Financial Advisors (NAIFA). He was named one of Forbes Top Financial Security Professionals in America in 2021, 2022 and 2023. He was also named one of Forbes Best-In-State Financial Security Professionals for New York in 2022 and 2023. Mike is the Bestselling Author of the book "Get Your Money Right".

Mike stays involved in his community, volunteering as a math tutor to underprivileged students. He sponsors numerous disadvantaged children around the world through Children International, an organization that helps children escape poverty and achieve their dreams. Mike also donates to several charities, including UNICEF and CARE and stays active in the NYU Alumni community as an investor of the Haskins Giving Society. Mike’s outside interests include world travel, jazz, chess, the culinary arts and water sports.

He is registered to sell securities in NY, NJ, CT, CA, AZ, CO, DC, DE, FL, GA, IL, LA, MA, MD, MI, MO, NC, NV, OH, OK, OR, PA, SC, TN, TX, VT and WA, and insurance in NY, NJ, CT, CA, CO, DC, FL, IL, LA, MA, MD, MI, MN, MO, NC, NV, OK, OR, PA, TX, UT, VA and WA. He is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Members SIPC www.SIPC.org.

CA Insurance License # 0J05356 State of Domicile NY**

Comprehensive Personal Financial Planning, Simplified

Do you own a business and want to get out? Are you a highly-compensated executive who is hearing rumblings about corporate downsizing and would find it difficult landing another job--or any job--with the same pay? We can help you make those terrifying transitions with confidence.

Bshapiro Financial is an independent financial services firm. We help our clients make a financial plan and follow it through. We help design and model your cash flows; review your investments, tax returns, legal documents, insurance policies, work benefits; measure your risk tolerance and time horizon to your current investment allocations; and collaborate with your other financial and legal professionals. The result is a comprehensive financial plan that helps predict your probability of the successful attainment of your goals, which we implement and monitor.

We know how unsettling and often overwhelming transitions can be. Talk to us. We make it simple.

Disclosures: Securities and Advisory Services offered through Commonwealth Financial Network®, Member https://www. FINRA.org /https://www. SIPC.org, a Registered Investment Adviser.

The Financial Advisor associated with this website may discuss and/or transact business only with residents of states in which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please visit BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Bshapiro Financial, 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753-2702, 516 342-6566.

Lucille Townsend Biography

Lucille Townsend has worked in the financial services industry for more than 20 years.  She began her career with The Manufacturers Hanover Trust Company of New York, The First Chicago Trust Company of New York, The Industrial Bank of Japan, and JP Morgan Chase.

Lucille holds a Masters Degree in Business Administration and has earned the designation of Certified Financial Fiduciary to offer her clients a higher standard of service founded on integrity, care, loyalty, and good faith.

Lucille currently works with World Financial Group, Transamerica Financial as a licensed financial professional. She believes that everyone should have access to the highest quality financial advice and strategies.  Lucille assists clients of moderate means, as well as uber, high net worth individuals, families, and businesses achieve their financial goals and create and preserve wealth.

Lucille also hires and trains business partners to assist in this endeavor.

Lucille credits her faith as a born-again Christian for her strength, abilities, and success.

Paul Stawinski, CLU, Certified Financial Fiduciary

Paul is a graduate of Duquesne University where he earned his B.A with honors in Psychology. He earned his Chatered Life Underwriter designation from The American College in 1988. He also studied Advanced Financial Planning at Harvard University. Paul has also earned the designation of Certified Financial Fiduciary (CF2)

Paul has over 25 years of experience in the financial services industry. Before founding CLU Wealth Advisors, he began his career in financial services at The Equitable and held executive VP positions at AIG, The MONY Group, and Ameritas. He spent a year in Poland being assigned by AIG to consult with the CEO and senioe executives of the Polish Financial Services company of AIG. 

Today, he runs a value-based financial planning practice focusing on client's objectives, needs, and individual goals. Each dialogue begins with a thorough understanding of the client's situation and a committment to creative solutions to financial issues. The result is a plan designed to provide a sense of security and confidence in the client's financial well-being today and in the future. 

Paul is an avid and passionate Sailor and a USCG-licensed Captain. He is affiliated with the Sea Cliff Yacht Club and the Masonic Yacht Club. For 10 years, he was an NYPD Auxiliary Highway Patrol Officer. His affinity for music has been lifelong, particularly as the lead singer in his band. Paul is a Growing Up Africa Foundation and World Animal Protection organization member. He lives in Manhattan with his wife, daughter, and their three dogs.