Founder and President of Mainstay Financial Group
Annalee Leonard, Founder and President of Mainstay Financial Group, specializes in working with retirees and pre-retirees to preserve their assets and help ensure that their money lasts. Annalee is licensed in insurance and investments and since 1990 has helped many of her clients lower their
income taxes, protect their estate values, and increase their legacy with their IRAs over multiple generations.
In 2009, Annalee was accepted into Ed Slott’s Elite IRA Advisor Group™. As a Master Elite IRA Advisor, Annalee is dedicated to solving the country’s biggest and most complex financial problem - effectively managing the distribution of assets from Individual Retirement Accounts.
Annalee is the host of her own radio show “Winning with Annalee ” and is the author of “It’s More than Returns: Getting to the Heart of Retirement Planning”. She has been interviewed by and quoted in the Wall Street Journal, and on Fox and NBCnews.com. Through affiliation with several hospital
senior affinity groups, she presents Financial Matters, a monthly program on a variety of financial topics relevant to seniors from Mobile, Alabama to Port St. Joe, Florida. She teaches a community education course, Financial Survival for Retirement through Pensacola State College in Florida and Faulkner State Community College in Alabama.
Annalee was named the 2013 Jack Keeter Study Group Advisor of the Year. She is a member of Impact 100 Pensacola, Suncrest Omni Home Health Advisory Board, and is a Board Member of WOMAN, a national mentoring organization for women in the financial field. A native of Louisiana,
Annalee has resided in the Pensacola area since 1990. Her hobbies are golfing, enjoying the beach, travelling in her motor home and caring for her “smile committee” and office entertainers, Beau, Jolie and Bella.
Joan Connell, PhD
Owner of Gore Business Solutions
Gwen Gore is owner of Gore Business Solutions. She retired after 35 years with the government. She spent ten years with the Social Security Administration as a Claims Representative and 25 years with the IRS in forensic auditing as a Revenue Agent and Supervisory Revenue Agent.
Her experience gives her a wide range of Social Security law, tax law, and auditing knowledge and skill. She has a BBA in Finance and is an Enrolled Agent, licensed to practice before the IRS and qualified to prepare your tax return. Gwen also offers trusted services for personal finance management including bill-paying, insurance/Medicare claims and managing accounts, or serving
as trustee for estates. She is a member of the National Association of Enrolled Agents, National Association of Tax Professionals and a member of the Association of Certified Fraud Examiners.
Locally, Gwen is a member of Trinity Presbyterian Church, and serves as Treasurer for the Pensacola Women’s Alliance and Pensacola Symphony Orchestra Guild. Her motto is “I love paperwork, so let me know how I can reduce yours!”
Dr. Ann Payne-Johnson