As a financial professional with 18 years of experience - including managing multi-billion dollar budgets and financial plans for a private company—I understand the frustration of feeling lost in retirement planning.

 My path began with my own struggle. Like many people, I was diligently saving but had no concrete plan for turning those savings into reliable income. Fed up with generic calculators and lack of personalized guidance, I decided to take matters into my own hands and learn comprehensive retirement strategies.

 Now I help others take charge of their own retirements and I focus on protecting and growing wealth while ensuring clients never run out of income during retirement. Using my personalized process and proprietary Income Forecaster tool, I provide clarity that transforms financial anxiety into confidence.

 Rather than relying on traditional "ride the market" approaches, I help clients create guaranteed income streams, minimize taxes, and protect wealth from market volatility. I show exactly how their money will work for them, creating a clear roadmap to retirement security.

 My mission centers on three core principles:

- Solving real problems with practical solutions

- Creating personalized strategies tailored to each unique situation

- Providing peace of mind to truly enjoy retirement

 My background in managing billion-dollar budgets has equipped me with skills to tackle both big-picture goals and intricate planning details. I believe your story is unique—so is my approach to your financial future.

 If you're seeking more than generic advice, I'm here to help build a retirement plan that truly works for you.

Andre is a Certified Financial Fiduciary® who has worked in the financial arena since 2008. Since then, he has helped protect the assets of hundreds of clients. He has access to a broad diversification of products and services that allow him to offer sound advice on asset protection and growth. Andre is committed to educating his clients and building a long term relationship of success in reaching retirement goals.

Andre served his country several years in the US Army at the Pentagon while stationed at Ft. Myers, VA. From there he completed his Bachelor’s Degree in Computer Science and Business from Troy University.  He makes his home in Lawrenceville, GA with his wife Gail of 28 years and their 2 children.

Hi! I am Margaret Harris. Our family moved to Plymouth in 1977 and lived at the corner of Starkweather and Farmer in Old Village until 2000. From 1994 to 2001 I lived in Chugiak and Eagle River, Alaska and then returned to Michigan. Settled into Plymouth again in 2009 after marrying Charlie Harris. My background as a certified medical assistant has provided me with insights into the world of insurance that have been very helpful! I have had a Life insurance license since 2006. Updated for Health and Medicare in 2020. Certified for Medicare on and off the Marketplace and recently became an RSSA, Registered Social Security analyst.  I work with many carriers to find suitable coverage for your Health, Life, and Medicare plans.   2025 is an awesome year as my granddaughter was born in March!!    My most recent certification is as a CF with NACFF as a Certified Financial Fiduciary®.

Adam Elesie founded Elesie Retirement to provide clients with a truly client-first approach to financial and retirement planning. After working in large corporations, he realized that being a true fiduciary—always acting in the client’s best interest—was impossible when limited to offering only proprietary products. He envisioned a firm that could offer personalized strategies and independent guidance, putting their clients’ needs above all else.

Adam brings 14 years of financial industry experience, during which he has helped thousands of individuals and families plan their retirement journeys. From preparation to taking the leap and navigating the complexities of retirement years, Adam specializes in creating tailored retirement income plans and strategies to meet each client’s unique goals.

Ben is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Fiduciary®. Ben began working with Cornerstone Wealth Planning in 2023. Before joining Cornerstone, he worked in an Advisor support role for Vanguard. Prior to that, he worked in project management and operations for Chick-fil-A and other companies. He desires to help clients achieve their goals and experience a purposeful and peaceful retirement through personalized financial planning.

Ben is a Charlotte native and graduated from The University of North Carolina at Charlotte with a degree in Accounting. Ben and his wife Moriah have one son, Lee, born in 2023. They attend Mercy Church and actively serve in various capacities at the Union County location.

Celeste has been working in the financial industry since 1999. Celeste holds Series 7, 24, and 66 securities licenses as well as life, accident, and health insurance licenses. Celeste holds the Retirement Income Certified Professional, the Certified Financial Fiduciary® designations and is a three time Five Star Wealth Manager award winner 2020-2022.

Alicia G. Pryor, Certified Financial Fiduciary®

CEO, DNA Financial & Associates

Alicia G. Pryor is a Certified Financial Fiduciary® and the CEO of DNA Financial & Associates, where she leads with integrity, transparency, and a deep commitment to putting clients’ best interests first. A retired U.S. Air Force veteran with 22 years of honorable service, Alicia brings the same discipline, ethical standards, and dedication to service into her financial practice.

With a mission to level the financial playing field, Alicia empowers individuals and families through education, guidance, and personalized financial strategies. She specializes in simplifying complex financial concepts, helping clients make informed decisions that align with their goals and values. Whether through one-on-one consultations, workshops, or community seminars, Alicia equips her clients with the tools to mitigate risk, build wealth, and achieve long-term financial security.

Credentials & Professional Designations

Alicia holds multiple industry-recognized certifications, including:

• ✔ Certified Financial Fiduciary® (CFF)
• ✔ Accredited Tax Professional (ATP)
• ✔ Certifying Acceptance Agent (CAA)
• ✔ Licensed Life Insurance Agent

These credentials reflect her commitment to ethical financial stewardship and her ability to provide comprehensive, client-centered financial solutions.

Leadership & Community Engagement

Alicia’s leadership extends beyond her firm. She currently serves as:

• Treasurer, Sisters 4 Sisters Network, Inc.
• Treasurer, Open My Heart Foundation

She is also a founding member of the John Maxwell Team as a certified coach, teacher, and speaker, and serves as president of the National Harbor Chapter of Business Network International. Her entrepreneurial excellence was recognized through her participation in the NASDAQ Milestone Circle program.

Recognition & Awards

Alicia’s impact has earned her numerous honors, including:

• Honorary Doctorate of Christian Leadership, School of the Great Commission Theological Seminary
• 2024 Presidential Lifetime Achievement Award

Personal Commitment

Alicia is a devoted wife, mother of six, grandmother of seven, and great-grandmother. Her personal and professional life is rooted in service, education, and empowerment—making her a trusted partner for those seeking ethical, knowledgeable, and compassionate financial guidance.