Clients often ask me why I became a Financial Advocate, and the answer is a tale close to my heart. It all began when my family and I embarked on a new chapter, moving to the United States in 2007. At that time, the prevailing wisdom was to invest in a home, and, like many others, my parents used their hard-earned money as a down payment, filled with dreams of a brighter future. But 2008's financial crisis changed the course of our lives, leading to the loss of our home. This painful experience was a result of one crucial missing piece: financial education.

I, too, had journeyed through life with a lack of understanding about the path to financial freedom. Much of the advice I received was quite generic – "secure a good job, work hard, and save diligently." Terms like "401(K)" were familiar, but I lacked a deeper understanding of how it all worked. I simply assumed that a 401(K) match from your employer indicated a good job. I held firm to the belief that diligent work would lead to prosperity, even though I saw many around me working tirelessly without reaping the rewards they deserved.

Then, a pivotal moment reshaped my life. I met a mentor who took me under their wing, opening my eyes to the profound truth: one can make their money work for them, and you don't need to be a millionaire to follow in the footsteps of millionaires. The revelation hit me hard – "Why isn't this taught in schools? Everyone should have access to this knowledge!" It was at that moment that I resolved to be a teacher, and thus, I set out on my path as a Financial Advocate.

Most people desire financial independence but often lack a roadmap. That's where I come in.

Today, I stand as an independent financial advocate, committed to helping my clients bridge the gap between their aspirations and their reality. My mission is clear: to provide exceptional value by offering financial education, understanding client's financial situations, and providing solutions and ongoing service.

My journey was enriched by a mentor as passionate about financial education as I am today. I am here to offer that same guidance to you. If you find that your money isn't working as hard as you are, it's time to choose a financial advocate. IM HERE...

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.

Eric has sixteen years of career experience with the U.S. Treasury Department. He has worked in the Small Businesses and Self Employed (SBSE) division, and Large Business & Internal (LB&I), division. In his management role in LB&I he has served as the new hire training manager, and audit examination case manager for five plus years. Eric recently completed the IRS competitive “Senior Management Ready Program,” and have enjoyed serval territorial program manager assignments.

Eric holds lines of authority in Life, Variable Contracts (Certified, Series 65), and Health insurance. Eric is looking forward to spreading financial education by becoming an instructor and financial coach with The American Financial Education Alliance (AFEA).

Professional Profile

Lin A. Edwards, AAMS®, CDFA®, CRPC®, ChFC®, QPFA®, CLU®

Managing Director

I service a select group of families, business owners/entrepreneurs, and executives. My mission is to be an essential and trusted advisor to clients as they pursue their vision of financial success. My commitment to this mission is defined by three core principles:

I. Consultative Approach – Through discovery that helps clients discuss, clarify, and prioritize their financial objectives. An interactive wealth management planning process that helps clients see where they stand today along with a clear path to goals achievement. A commitment to educating clients helps simplify complex issues and ease decision-making. Benefit: Clients experience the confidence that comes from having clarity / structure in their financial lives.

II. Goals-Based Strategies – Experience, teamwork, and training allows us to innovate and bring a meaningful perspective. A clear investment philosophy combined with proven principles results in portfolios tied to clients’ stated objectives. Willingness to work with other professionals and leverage global resources brings customized solutions based upon your risk tolerance, time horizon, liquidity needs and investment goals. Benefit: Clients feel more at ease knowing that their advisor is a financial steward.

III. Personal Attention – Working with a select number of clients helps ensure accessibility and responsiveness. Proactive reviews and regular communication help make sense of financial markets and keep our clients on track.

Meet RJ McCarey

Personal Facts

·        Financial Representative of Principal Life Insurance Company.

·        Financial Advisor and Registered Representative for Principal Securities, Inc.

·        Twenty years of project management experience.

·        Certified Six Sigma Black Belt.

·        Successful small business owner for 15 years.

·        Graduated from Iowa State University.

·        Former President of the Newton Area Soccer Association.

·        Member of the Newton Chamber of Commerce and the Ankeny Chamber of Commerce.

·        Resides in Newton with wife, Julie, and two children, Katelyn and Harrison.

Updated Bio:

Robert J McCarey

·        Financial Representative of Principal Life Insurance Company

·        Financial Advisor and Registered Representative Principal Securities

·        Twenty years of project management experience

·        Certified Six Sigma Black Belt

·        Successful small pharmacy owner for over 20 years

·        Graduated from Iowa State University with BS Civil Engineering

·        Graduated from University of Phoenix with MBA & Finance

·        Former president of the Newton Soccer Association

·        Member of the Newton Chamber of Commerce

·        RICP Retirement Income Certified Planner

Owen was born and raised in northeastern Pennsylvania, where he currently resides and runs his financial practice.  He has been in the investement advisory business since 1995. Owen is committed to helping his neighbors work toward financial freedom through education and  staying abreast with the latest information in the investment and retirement world. He is a Certified Financial Fiduciary and holds a certificate in Financial Planning from Boston University. 

Financial Professional primarily based in Texas, holding a Life and Health license.

She specializes in Indexed Strategies to safeguard your wealth. In the realm of retirement planning, she steers you toward well-thought-out asset distributions, ensuring a seamless and prepared transition into retirement. Additionally, she assists in navigating effective budgeting and saving techniques to fortify your financial readiness for the future.

As a budding financial professional, my mission is to inspire both my generation and those to come, embark on early wealth-building, safeguard their assets, and promote financial literacy. I aim to cultivate financially independent individuals who can retire ahead of schedule and relish a lifestyle aligned with their dreams and ambitions.

I'm passionate about forging connections, staying active through workouts, indulging in the art of healthy cooking, exploring new horizons through travel, and immersing myself in the rich tapestry of diverse cultures and lifestyles.

Poulton Life leads with legacy, empowering clients to create a legacy by their own design. Among the industry leaders in financial education, self-development, and fiduciary leadership Pete Foldes founded Plouton Life to educate and guide each client to live their most impactful life.

Born and raised in New York, graduated from college in Boston and Florida where he met his now wife. They reside with their two children in Las Vegas, NV enjoying their city and family trips.

A former college pitcher and lover of sports, coaching his children’s little league teams keeps him busy in his free time today. Reaching his community through his Greek Orthodox church, events supporting families with children with special needs, and providing financial literacy education as an educator with the Foundation for Financial Education (FFE).

With expertise in asset protection and cash flow optimization, Foldes and the practice at Plouton Life rely on science and math to create reliable and predictable financial outcomes. Foldes and his team of preeminent specialists make proprietary strategies and products accessible to their clients.

After a successful career in customer service, including 11 years in international operations, Mark retired to pursue a lifelong goal of personal service in financial planning. Armed with a summa cum laude degree in Accounting, earned at Capital University, and a passion for investing, developed during his 9 years in the US Navy Submarine Service, Mark went on to obtain his FINRA Series 7, NASAA Series 66 securities licenses, as well as his Ohio Insurance license. 

Mark has also completed the course requirements established by the National Association of Certified Financial Fiduciaries. www.nationalCFFassociation.org. The NACFF’s mission is to develop a network of qualified professionals that strive to create a strong and safe environment where investors are assured that their bests interest always come first.

He is currently licensed to serve clients in Ohio, Indiana and Nevada. Where he specializes in asset allocation and portfolio management, and comprehensive financial planning for families and individuals. Mark is a representative of Securities America Inc, Member FINRA/SIPC and Securities America Advisors.