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.

Since 1988, Dave assisted businesses and individuals in overcoming financial challenges. Licensed in Health, Life, P&C, and certified in Estate Planning. With Securities Licenses in Series 6, 63, and 65, he’s equipped to provide comprehensive financial guidance. His expertise extends to helping businesses and individuals thrive. He’s also built a strong network of professionals, including CPAs, attorneys, and actuaries, to support clients in reaching their goals. Disclosure: Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Insurance products and services are available through individually licensed and appointed agents, not through BCM.

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**

Bruce Schragin is an independent financial advisor offering clients retirement planning expertise. For many years, he has been helping individuals and families with their financial well-being. Bruce believes that by educating clients on retirement planning strategies, he can help them navigate through a financial stress-free retirement. Through an approach focused on mitigating risk along with portfolio growth, Bruce pursues strategies designed to meet the client’s retirement objectives. As an independent financial advisor with Clayton Biltmore Financial, Bruce offers retirement advice and unbiased strategies based on each client’s unique goals and objectives.

In addition to being a retirement expert, Bruce has an MBA from Washington University in St. Louis and has been an adjunct instructor teaching undergraduate and graduate business classes and is also a Certified Financial Fidicuary ® .