Rick McClanahan has been working in the financial sector for over 15 years, helping clients protect their assets and invest wisely. In fact, he has assisted over 400 retirees to safely invest more than $15,000,000 into secure investments.

He has advised Executive Retirees of IBM, AT&T, Duracel, Springs, and Comporium just to name a few. Rick is the President and Senior Financial Consultant of Legacy First Financial Group, and an expert in helping retirees preserve their assets and increase their income.

After graduating from high school Mr. McClanahan served 8 years on three different ships in the United States Navy and is a proud veteran of Desert Shield and Desert Storm. While serving our country he worked in the finance department where he got his start assisting other service members with their finances. During his time in the military he was also able to complete his undergraduate studies as well marry and begin raising 3 wonderful children.

Mr. McClanahan's philosophy is that every client is different and should be treated as such. More importantly, a good advisor must find out exactly what each client needs and then do the homework to find the solution. Too often advisors try to force clients into certain products or canned solutions just to make a sale. This results in an unsatisfied client with a very happy broker.

Jaris Hansen has been in the retirement planning industry for over 15 years, during which time he has worked with thousands of retirees and pre-retirees in Northern Colorado, all who have had one thing in common: they are trying to navigate the complicated world of Social Security and retirement income. Jaris' expertise helps him to do just that – make the options simple to understand so folks can make the right decisions with confidence.

Jaris is an NSSA Certified Social Security Advisor with the National Social Security Association, a Series 65 registered Investment Advisor Representative, and a licensed insurance producer.

When not working, Jaris and his wife live in Greeley, Colorado with their 5 children and an ever-growing assortment of farm animals. Jaris also spends many hours each week in charitable activities volunteering for his church and spending time in the local schools educating young people about financial literacy through the Junior Achievement organization.

Jaris strives to help his clients Sleep Well At Night, especially when it comes to making their money last through retirement. He realizes that Social Security and income planning, although complex, are integral pieces of the “retirement puzzle” for many people, and Jaris is confident that the time you spend at this workshop will be time well spent.

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/. Jaris Hansen, his firm, and its employees and agents are not affiliated with or endorsed by the Social Security Administration or any other government agency. 

Glen is a comprehensive wealth manager specializing in working with professionals and retirees. He has helped clients with wealth management and advanced estate planning for over 15 years. As a Master Elite IRA advisor with the Ed Slott Group, he is able to provide the most up to date information on the rules and regulations governing IRAs and other retirement accounts. Glen is a member of the Asheville Area Chamber of Commerce, the National Ethics Bureau, and the Better Business Bureau. Monthly, Glen sponsors complimentary educational luncheons where he educates the local community on various financial topics. Additionally, he was featured as a guest speaker on Yahoo Finance where he was invited to discuss inherited IRAs. He is passionate about empowering people with the education and information necessary to make smart decisions with their money.

Attracted to the beauty of the Blue Ridge Mountains, Glen and his wife of 25 years, Irene, reside in Arden, North Carolina. Together they enjoy spending time with their daughter and grandson. Glen is also a Yoga enthusiast who appreciates reading philosophy and embraces activities that promote making the world a better place. He believes in living a life of service, and that is what he is here to do. He is delighted to be working as president of the Asheville Chapter of AFEA where he promotes financial literacy.

Steven L. Crawford, MBA, RFC® is CEO & Managing Partner of FIG Wealth Advisors with 17 years experience in the insurance and financial services industry winning several awards working as a “Foundation Capital and Retirement Specialist”. In addition, Mr. Crawford is a member of the National Ethics Association, National Black MBA Association and Hall of Famer with a youth sports organization (Pembroke Pines Optimist) in Pembroke Pines, Florida. Steve has extensive retirement income planning expertise with a focus on safe money & alternative non-correlated assets planning that secures retirement from stock market related volatility.

Mr. Crawford has been seen on CBS television show “Morning Break,” CBS Local News at 5 Pm, Fox Sports and NBC 6 South Florida. In addition, Steve’s a financial instructor for a non-profit (AFEA) where he teaches retirement & safe money strategies for affluent attendees.  Also, he is a sought after advisor requested to teach estate preservation, retirement income for affluent attendees and business continuation strategies for business owners at various businesses throughout the country.  In addition, he is current co-host of ESPN Charlotte radio show, "Coffee & Cash Flow" with Steven & Anthony which can be heard live every Saturday morning from 7-8 AM.

His motto is to provide refined ‘Foundation Capital and Retirement Plan Solutions’ primarily for a select group of individuals who among other things are looking to elevate the performance of their retirement assets and aspire to a work optional lifestyle. Mr. Crawford does this through a process he’s developed and refined. He calls it TCE: TOTAL CLIENT ENGAGEMENT. This is a process of educating clients about what's really happening with your money in spite of the media or the uncertainties of Washington and Wall Street.

Patti Lerch came to us from the field of engineering, bringing with her an enviable ability to sort, analyze and solve problems.  Licensed in Life, Health and Annuities, as well as Securities Licensed with a 65, an Investment Advisor Representative, an Elite IRA Advisor with Ed Slott, and trained in Estate Planning by the Estate Planning Source, Patti's knowledge, with her background in solving problems, has made her the "go to" person for clients. 

Nora L. Hartquist, CEP® has been a financial and Estate Planning educator in Virginia , Maryland and Louisiana since 1984.  Her informative retirement workshops have been requested and attended by retirees of Fairfax County Public Schools, Orleans Parish Public Schools, Waste Management, Inc., the Federal Government, and the armed services including both the United States Marine Corps and the U. S. Army.  Ms. Hartquist has lectured on financial topics at the University of Mary Washington, Southern University in New Orleans, and George Mason University in Virginia.

Expertise:
Ms. Hartquist creates Life Income-Living Asset Cycle (LI-LAC) plans to replace or supplement income, while reducing exposure to market losses.  This plan is customized according to each individual’s need and risk tolerance, planning for tax efficient income and inflation.  In addition, Ms. Hartquist provides a comprehensive, yet simple to understand, Family Contingency Plan (a retirement “road map”) for each unique situation, pre-planning for incapacitation, loss or reduction of Pension and/or Social Security Income due to  loss of a spouse, etc.  As a Master Elite IRA Advisor Ms. Hartquist provides a Comprehensive IRA Plan to maximize your IRA, minimize taxes and pass it efficiently to your heirs.  Finally, a Comprehensive Estate Plan will help pass your estate quickly and tax efficiently to your heirs.  If you attend one workshop this year looking for ways to protect your capital, don’t miss Nora Hartquist’s workshop!

Certifications:
ChFEBC:  A Chartered Federal Employee Benefit Consultant since 2010, Ms. Hartquist conducts retirement workshops for the Federal Government and creates customized retirement plans for current and retired Federal Employees, assisting with completion of Retirement Packages, as well as planning for the incorporation and tax efficient use of the TSP during retirement.

AFEA:  Chapter President, Stafford, VA, of the American Financial Education Alliance, a non-profit organization dedicated to educating the public on Financial Literacy through complimentary classes held at Universities, Libraries and businesses.   Ms. Hartquist's currently available classes can be found by joining a free membership at myafea.org,  and specifying Chapter 983.

CFF:  As a Certified Financial Fiduciary, and a charter member the National Association of Certified Financial Fiduciaries, Ms. Hartquist adheres to the CFF Code of Conduct and the strict guidelines of the NACFF, and is required to give you advice that is in your best interest, not her own, practicing the Duties of Loyalty, Good Faith, Good Care for her clients, educating them first, using a Holistic Approach, with full disclosure, comparisons of suggested products, full confidentiality and adhering to strict professional practice management.

CEPP:  Certified Estate Planning Professional:  Ms. Hartquist is extremely knowledgeable concerning planning and efficient distribution of assets to heirs.  She is 1 of 9 planners nationwide chosen to serve on The Estate Plan Source Advisory Council, and recipient of the Chairman’s Award for Outstanding Service in Estate Planning. 

CLTC: Certified in Long Term Care:  Ms. Hartquist is uniquely qualified to advise clients on Medicare, Medicaid, Long Term Care coverage, and other alternative planning strategies for incapacitation.

Master Elite IRA Advisor:  Ed Slott’s Advisor Group receives intense, advanced ongoing education in IRA Distribution, taking exams semi-annually to ensure their knowledge is up-to-date with current laws, participating in email alerts and teleconferences on the latest changes to IRA tax laws.

NEA: National Ethics Association:  By joining the National Ethics Association (NEA) Ms. Hartquist has placed herself in a position of scrutiny.  She encourages due diligence of consumers, rather than hiding from it.  To view her National Ethics Association Member’s Profile visit www.ethics.net.

David H. Morgan is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish that, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not just from a legal perspective, a tax perspective, or an investment perspective, but from many integrated fields. For clients, the efficiency and results of David’s holistic approach can be dramatic.

A financial services professional for over 25 years, David has extensive experience guiding clients toward their financial goals. His credentials include an Honors degree from Indiana University, a Master of Financial Services (MSFS) degree from the Institute of Business & Finance, and the designation of Certified Estate Advisor (CEA). He is also certified in various other disciplines, such as annuities, asset allocation, investment funds, and retirement income.

As a Registered Investment Advisor, REAP in Wealth Management, unlike many other financial professionals, has a fiduciary duty to deliver unbiased advice and always serve the clients’ best interest.

“When dealing with clients, or anyone,” David says, “my mantra is ‘to comfort, to strengthen, to guide’ – a philosophy espoused by the famous words of the late minister Dr. W. Frank Harrington.”

Away from work, David serves the community as an elder at his church. He enjoys exercising, spending time with his wife and three sons, and following the St. Louis Cardinals baseball and Indiana University basketball teams.

Glenn W. Mosseller believes that informed people make wise financial decisions. So, Glenn is dedicated to providing educational opportunities throughout the Piedmont Triad. Glenn is a Certified Financial Education Instructor and offers financial courses and workshops to local businesses, Churches and other nonprofit organizations that want to provide financial education to their employees, congregations, donors and patrons. Glenn often provides public financial education courses and workshops at local Libraries, Colleges and Universities. Glenn also offers continuing education classes for CPA’s.

Professionally, Glenn works with an elite team of specialists from across the country who assist tax professionals and business owners increase their business efficiency and reduce tax inefficiencies.

As a fiduciary, Glenn focuses on holistic financial planning that encompasses all aspects of retirement, tax and estate planning. Glenn believes that providing clients with quality advice and service is dependent on developing strong, trusting and lasting relationships.

Glenn is a Registered Financial Consultant and a member of Ed Slott’s Master Elite IRA Advisor Group, an exclusive group of financial advisors from across the country who are dedicated to helping people minimize taxation in their retirement plans. Ed Slott, CPA is known as “America’s IRA Expert” and was named “The Best Source for IRA Advice” by The Wall Street Journal.

Glenn graduated with a BA in Economics and Business from Emory & Henry College. He holds Series 65 credentials and the following insurance licenses: Life and Health, Medicare and Long-Term Care, Property and Casualty. Glenn's work qualifies him for the Million Dollar Round Table, considered the standard of excellence in the financial services industry.

Tim grew up just north of Kearney before moving to Lincoln in 2013 to open a new Stonebridge location. He is a Chartered Retirement Plans Specialist (CRPS®) designee, receiving a thorough education focusing exclusively on retirement planning. Tim currently holds licenses in Life and Annuity (Nebraska), FINRA General Securities (Series 7) with TCM Securities and the Investment Advisor Representative (Series 66) with Retirement Wealth Advisors. Tim is also a member of the Lincoln Chamber of Commerce and the Lincoln Independent Business Association (LIBA). Tim enjoys taking dance lessons with his fiancé Marli, taking his Chinese Shar Pei Merry on long walks, and is an avid sports fan.