Sri moved to the United States from India in 1991 and quickly fell in love with the Oklahoma City community. After operating several businesses of his own, Sri realized the great opportunity and reward of helping other business owners and individuals achieve success in their own lives. As a result, in 2009, Sri began his career in financial planning and advising^*. Now ten years later, Sri serves as Founder, Principal, and Financial Advisor of Journey Financial Strategies.

Through Journey Financial Strategies, Sri serves his clients and his community, working tirelessly to bring value to the people around him. His success today is a direct result of his passion for business, his eagerness to help business owners and clients, and his loyalty to the Oklahoma City community. His strengths have always been his strong work ethic, the pursuit of knowledge, and his tenacity to keep fighting through difficult times. These days, Sri focuses on innovation and refining the business process, bringing unique planning opportunities to his clients and growing both personally and professionally. Bringing the Journey Financial team together has been his greatest professional achievement and is extremely proud to work with his partners.

Sri’s areas of professional expertise include business planning, retirement and investment planning, insurance and income protection, and estate conservation. His years of experience as an entrepreneur and working with business owners, combined with countless hours learning academic business principles, gives him a working knowledge in many business matters. This allows him to understand the needs of the business owner, while being able to bring an outside perspective to address everyday challenges.

MDRT is recognized internationally as the standard of excellence in the life insurance and financial services business. Sri has been a long-time member of Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, a global independent association of the world's leading life insurance and financial services professionals, demonstrating exceptional professional knowledge, strict ethical conduct, and outstanding client service. Sri has also been a member of New York Life Insurance Company's Executive Council (2010, 2011, 2013, 2014, 2016, 2018), President's Council (2012, 2015, 2017), and Chairman’s Council (2019-2023) all which are based on production with the company.

Nothing is more important to Sri than being an extremely involved and present father to his son Dash, they spend a lot of time together. They enjoy the great outdoors: camping, fishing, parks, and hiking. At home, they spend time together by cooking, gardening, reading and wrestling! They also spend a lot of time with their dogs Charles Barkley and Miss Maggie. Sri’s hobbies are planting, repairs and construction with his hands, tinkering, and traveling, mostly with Dash.

Being a crucial part of Sri’s life, his community service and giving back includes serving on the Board of the Oklahoma City Employee’s Pension, an Associate Board member of the Oklahoma Lawyers for Children, and other local business and community groups. He passes on this mindset to his son; often handing out food, donuts, water, and clothing around the metro to the homeless community. They also help their friends at any opportunity they get!

As the Founder of Financial Literacy Institute, she specializes in financial planning and empowerment through education. She has been a guest speaker on various local radio shows and podcasts, co-produced a documentary, and published several articles.
Over the years, she conducted hundreds of live workshops on financial matters, educating thousands of individuals on how to implement better savings and retirement strategies. 

Daniela captures the mindset of individuals by helping them navigate through the complexities of economic cycles and emphasizes the importance of retirement planning.

As a successful business owner, financial educator and retirement income strategist since 2009, she intimately understands the financial challenges especially women are facing today. Ironically, her own story includes some embarrassing money mistakes and lessons learned the hard way before she joined the financial service industry. 

Daniela, originally from Switzerland, immigrated to the United States in the year 2000 to pursue her dream of becoming an entrepreneur. She loves the natural beauty of living in Southern California, enjoys outdoor adventures and traveling to explore new countries and cultures. She speaks 4 languages fluently, and cares about animals and supports animal welfare causes whenever she can.

She holds various professional designations including:

·    Certified financial education instructor with the National Financial Educators Council (NFEC)

·    Recognized as one of the top 20 Financial Coaches in Los Angeles in 2022

·    Social Security Claiming Strategist

·    Certified Financial Fiduciary®

Website

www.ronaldgelok.com

Phone Number

1.800.467.8152

Addresses

1055 Parsippany Blvd, Suite 305B, Parsippany, NJ 07054

999 Vanderbilt Beach Rd, Suite 200, Naples, FL 34108

Bio:

Ronald (Ron) Gelok is President of Ronald Gelok & Associates. He is an active member of the National Association of Certified Financial Fiduciaries with over 25 years of financial services experience and holds insurance licenses in several states, including New Jersey, Pennsylvania, North Carolina and Florida, as well as Series 6 and 66 securities licenses.

Ron is a licensed New Jersey attorney and a member of the Elder Law and Real Property, Probate & Trust sections of the New Jersey State Bar Association and a much sought after speaker, He has appeared on radio and television discussing a host of financial planning issues. Ron is known for making complex retirement planning issues clear and easy to understand. His clients often find that after working with him, they have moved significantly forward in their planning, simplifying their finances.

He expresses his creative side and commitment to financial education in his Amazon best seller collaborative book with Steve Forbes, “Successonomics,” and his seminal work on retirement strategy co-authored with Thomas J. Smith, JD “Retirement Rescue.” Ron also wrote “Beating the F.E.A.R. Factor: 15 minutes to your ideal Retirement” with radio and television financial personality Adriane Berg. His most recent and most popular book is “Tax Free Owner’s Manual,” which is a guidebook on keeping taxes as low as possible in retirement.

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.