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.

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.

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.

 Robert B Williams, CFF, CIC, CIC

 CFF-Certified Financial Fiduciary 

 CWS-Certified Wealth Strategist Practitioner

 CIC-Certified Insurance Counselor

 Financial Planner

Bob is the founder and President of Williams Wealth Management, an Independent Financial Planning, Investments and Insurance firm, based in Apex, NC. Williams Wealth Management was formed to serve families with independent financial planning excellence. With over two decades of experience in the financial services industry, Bob brings a prudent risk-managed approach to helping families work toward achieving their financial planning goals. Bob is an experienced Financial Planner, Investment and Insurance Professional, Certified Wealth Strategist® Practitioner, and Certified Insurance Counselor. In the community, Bob is active with Resurrection Lutheran Church, The Rotary Club and The Carolina Sailing Club. Personally, he enjoys time playing sports with his two sons and family time at home with his lovely wife.

ALAN PORTER

LIFE, HEALTH, ANNUITIES, SERIES 65, AUM, MASTER MENTOR, CFF

I am a retired Army Veteran with over 21 years of service.  I have been married to my Wife Ella for 46 years.  I have two grown children Todd, and Nicole and I have 5 grandchildren.  I am the owner of STRATEGIC WEALTH STRATEGIES where I specialize in TAX FREE Retirement, Protection for the Family and Long-Term Care.  I am a founding member of the AMERICAN TAX PLANNING INSTITUTE, where we emphasis TAX Savings and Planning, Asset Protection, Business Exit Strategies, Estate Planning, and Charitable Gifting.  I am Master Mentor of the Circle of Wealth Program.  I have my Life and Health Insurance Licenses as well as my Series 65.  I am a Nationally Certified Financial Fiduciary.

I have over 32 years’ experience in Mortgage Banking, Real Estate, Insurance, and the Financial Services Industry.  As a Fiduciary, I not only have a moral obligation to pursue the best interests of my clients, I have a legal obligation also.  I currently write Financial Articles for 3 magazines, speak at numerous functions across the United States, and at WEST POINT, where I was selected as Outstanding Speaker for the Leadership Conference there and most recently spoke at the HARVARD FACULTY CLUB in July of 2017.  I am a member of various civic organizations.  I have co-authored two International best-selling books book on Financial Leadership, and I have also co-authored 2 books on Tax Savings Strategies and just completed another book on Strategic Financial Strategies.  I have been quoted or published in over 320 publications across America.  I have been interviewed on ESPN radio, and have been seen in or on ABC, FOX, NBC, CBS and The CW. 

I teach my clients to think outside the box.  My goal is to educate my them on the financial strategies the wealthy and financial industries have been using for years.  I want them to become their own bank, pay themselves instead of financial institutions.  Protection of the family and the safety of your investment is my not only my Professional goal but my personal goal as well.  It is my primary concern.  I strive to understand what is in the hearts and minds of my client, not what is in his or her bank account.  I ask question after question to find out the client’s goals and desires and what is important to them and their family and match that up with a Strategic Financial Strategy that will best suit the clients’ goals and desires!

With a myriad of changes occurring in our industry, a core attribute is adaptability. This is one of the key strengths of P.R.A.I.S. and of its' Principle Owner, Dana Gibson.

P.R.A.I.S is one of the premier Independent Retirement Planning Organizations/General Agencies in the nation. Dana has adapted to the changing needs of clients by enhancing services with full-service consulting based on a holistic, all facets approach to retirement planning & income. With his guidance and commitment to the industry, he’s driven innovation and best-in-class service on multiple fronts for nearly 1,000 clients across the United States. Dana's thought leadership is sought by many, and he frequently serves as a keynote speaker for insurance organizations, regulatory bodies and news media.

Dana is also a founding member of The Masters Institute as well as chapter president of the Society For Financial Awareness (SOFA).

Tony Engrassia founded Wealth Management Strategies, Inc. to provide independent, fee-based financial planning and wealth management to his clients. Tony and his family moved to the Rocky Mount, NC area in 1991, and his deep roots in the community and strong commitment to its people help him offer tax-efficient strategies for preserving and growing family wealth that has a very personal, customized touch for his clients. Tony is also the creator of the Strategic Freedom Process™, a process that helps his clients develop strategies, so they can enjoy greater personal and financial opportunities during retirement.

One of Tony’s primary goals as a Financial Planner is to help his clients manage risks. Many of his clients are at or near retirement, and Tony uses a holistic approach to help them understand the three major risks they’ll face in retirement—market risk, interest rate risk and sequence of return risk. These pieces in hand, together they can map out a retirement plan designed to meet their goals and help ensures they’ll have income distribution for life.

After nearly thirty years of serving clients in the Rocky Mount area, Tony has recently expanded to the Morehead City, NC area as well, and his commitment remains the same—he works with his clients to help ensure they will have income to meet their needs throughout their retirement. He has also gained respect and recognition through his thought leadership as an author of the book Promises Kept and as a financial columnist with the Rocky Mount Telegram. He also gives back to his community through his affiliation with The American Financial Educational Alliance (AFEA), a non-profit financial wellness program, where Tony provides workshops to educate and empower Americans in their financial lives.

Tony attended the University of South Florida where he received a Bachelor’s of Science degree in Psychology and a minor Business Administration. In furthering his professional career, he earned a Chartered Financial Consultant^® (ChFC^®) designation and is a Life Underwriter Training Council Fellow^® (LUTCF^®). Most recently, Tony became a Certified Financial Fiduciary^® (CFF) and also achieved his NSSA Advisor Certificate, this has made Tony qualified to help retirees select the best time to access Social Security Benefits . In addition, Tony has his Series 65 securities license. He also has his life and health insurance licenses. In addition, Tony has been recognized by his peers and been named to the Million Dollar Roundtable for his achievements as an advisor.

Tony has made the Rocky Mount area his home for nearly thirty years. He enjoys outdoors activities including golfing, hunting, fishing, and training hunting dogs. And he loves spending as much time as possible with his wife and three kids. Tony is a practicing catholic and is a 4^th degree knight with the Knights of Columbus.

Cherese L. Spand has thrived in the financial
services industry for over 16 years.
She attended Mercy College in Dobbs Ferry NY.
Her corporate experience along with her
secular experience has moved her to educate
her clients in the areas of Insurance, Tax free
Retirement Planning and Asset Protection.
Cherese’s unique skill set and determination
has set her apart in the Financial Services
arena. Her focus is educating women and

small business owners on the
importance of having a solid financial blueprint. That will prepare them to be Savvy, Healthy & Empowered. 
Cherese is a member of Rotary International.
She sits on the Executive Board for Monroe
County Women’s Commission, And the
Diversity Council for the LKN Chamber of
Commerce. She won Twilight Rotary
Distinguished Rotarian of the year for 2018-2019

Frank Riedel IV is the President and founder of Hurricane Financial Corp. Hurricane Financial, is a company dedicated to helping clients to achieve their financial goals without unnecessary fees or exposure. In his career, Frank has helped clients in many states from coast to coast. Frank has over 20 years of experience in related financial industry areas. Frank is a Certified Estate Planner (CEP) and Retirement Income Strategist. Frank is also recognized as Infinite Banking Concept (IBC) expert and Authorized Practitioner. Frank has been featured in Advisor today magazine and Vanguard magazine. Frank is sought after speaker and educator and an International Best-Selling Author. In 2019 Frank published a book entitled “What Keeps You Awake At Night?” The book has received great reviews as a source of information and education. In 2019 What Keeps You Awake At Night became an Amazon.com International Best Seller.

 Ephesians 2:10

For we are God’s handiwork, created in Christ Jesus to do good works, which God has prepared in advance for us to do.

Frank’s personal message:

It is never too early or too late to attain knowledge or readjust the course you’re on. Having a plan is one thing. Avoiding financial potholes is another. Retirement Income Planning provides a reliable roadmap to your destination. You do not need to risk future to achieve your goals!