Konstantinos Grigoriadis, AIF^®CFF^®   

Konstantinos started his career at the International Finance Corporation (IFC, member of the World Bank Group) as Chief Market Analyst, European Emerging Markets and then as Portfolio Manager, Pension Investments at the Treasury of the World Bank. He has also joined U.S. Trust & Co. in New York and Societe Generale Bank & Trust in Luxembourg. Today he is leading the Pension Investments team at DXC Technology’s treasury, managing a $3 billion DC pension plan, and overseeing a $13 billion set of global DB pension plans.

Konstantinos graduated from The American College of Greece with a B.Sc. in Finance, and he earned an MBA in International Finance from the Kogod School of Business, American University, Washington, DC.

Ronald J. Gulaskey was raised in Western Pennsylvania where he obtained a Bachelor of Science at Penn State University. In 1996, Ron moved to Loveland, Ohio where he now resides with his family. Ron has over 30 years of experience as a Registered Investment Advisor and established his own successful retirement planning company, Retire Right Wealth Management.

Retire Right focuses on retirement income planning with established investing strategies, creating lifetime income streams, and protecting assets from long term care Costs. He is very diligent in helping his clients achieve their long-term financial goals by utilizing less risky investment and insurance products available. He understands that his clients are the most important part of his firm, and that personalized service is essential when matching clients with the right financial products and services.

As a Certified Financial Fiduciary®, he believes in honesty, integrity, full disclosure, loyalty, good faith and works hard to exemplify these values in everything he does. This applies personally and professionally. Ron maintains a level of Fiduciary duty to the client. He will act in the best interest of the client and make appropriate product recommendations that best serve the client's needs in order to help them to achieve their long-term financial goals. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performances, reconfirm financial goals, and adjust as economic or lifestyle conditions warrant. Ron continues to educate and train on new services and products available, keeping up with changes and financial trends.

Ron has been happily married to his wife Rebecca for 25 years. She works as a Chemical Engineer for Proctor Gamble. He is the proud father of two children, his son Hunter (16) and his daughter Cadence (20), who is attending The University of Cincinnati.

Credentials Include:

• Certified Financial Fiduciary®
• Series 7 – SIE
• Series 63
• Ohio License #623796
• NPN #7658644
• Securities License #3128546

As a bilingual, licensed insurance professional in Tampa, Florida for nearly 14 years, it has been my passion to provide people with a deep understanding of their employer-sponsored benefits by taking the time to know them well, enabling me to craft the best possible recommendations that are in their best interest for financial success.

Taking a personal interest in others, including those in my Spanish-speaking community, has resulted in families using the benefits they’ve earned, but may not have been clearly explained until our work together. My passion is to also help folks who find themselves on a hamster wheel and/or sinking in debt. We offer a software program that works as a Financial GPS  utilizing AI to cancel interest, pay off mortgages, and credit card debt in 7-9 years (as opposed to the 30-yr mortgage). Simultaneously, we are assisting clients in building their own banks, not necessarily having to borrow from a bank again. We utilize the infinite banking concept for wealth-building using an Indexed Universal Life (IUL) policy -- opposed to a Whole Life plan. 

This drive to connect with others and empower through knowledge led me to become an MPI® Certified Advisor creating a retirement plan on your terms using the exponential growth of Compound Interest.  MPI®(MaximuWem Premium Indexing), is an innovative strategy for retirement income planning applying the power of compound interest to produce secure, robust, and reliable retirement income. Though Einstein may have coined the phrase, “compound interest is the 8th Wonder of the World”... We help families apply the principle.

As a Certified Financial Fiduciary®, I am on a mission to earn the trust of every single client by knowing them, their goals, and their dreams and, ensuring an intelligently built "Full Retirement" strategy is delivered--best practices, every time.  Even though we take your financial future seriously, you may come to learn that I have a great sense of humor, therefore can be lighthearted when the time is right.

A mother of three myself (one a Type 1 diabetic) and, a grandmother of one, our clients’ natural commitment to the future of their children is one I share. This commitment of mine can be seen in my support of the Juvenile Diabetes Research Foundation as well as Cosmopolitan.org, providing life-saving, canine companions to diabetics so they may live independently and safely.

We help you achieve the retirement you deserve (on your terms) and, offer the real opportunity to begin a strategy that will enable families to seriously start building Generational Wealth.

With three decades of experience within the venture capital, corporate America, and individualized planning spheres plus a lifetime of learning, Elizabeth Bennett enjoys educating and assisting clients as they define and map out their financial dreams and set goals for the future. As Principal and Owner at Chesapeake Financial Planning & Tax Services, LLC, she enjoys meeting with clients and reviewing investments as she puts her financial planning and wealth management skills to use. For Beth, helping others become and stay financially educated and secure is the most rewarding facet of her role. Because she has personal experience seeing the drastic difference being educated and having a financial mentor can have on a person's life, she carries a deeply personal commitment to each client she serves. She strives to provide her clients with complete objectivity, transparency, and the most customized strategies. Beth is a fiduciary and CERTIFIED FINANCIAL PLANNER™. She also puts her tax background experience to use as she provides recommendations to minimize individual tax burdens. Beth understands the value of time management and hard work. While she maintained a full-time job, she attended and graduated from Penn State University. She received a bachelor's degree in accounting and was additionally awarded her MBA from Meredith College. Beth is a registered representative and investment adviser representative with Cambridge Investment Research, Inc., and is a member of the Financial Planning Association (FPA). In her free time, Beth enjoys spending quality time with her husband and her son Joey when he is in town. She is an avid fitness enthusiast, beachgoer, and mom to her furry baby, Luie, who accompanies her occasionally to the office.

Andrea L. Hastings
Certified Financial Fiduciary® 
Professional Plan Consultant® 
Investment Adviser Representative

"Doing my absolute best for the client is my focus."

A seasoned partner with Phyllis Mitchell, Andrea Hastings has been serving clients in the financial services industry for 31 years. She has served client needs through the process of individual analysis, education, problem solving and implementation of tailored financial and investment plans for individuals, small businesses, and non-profit organizations.

Andrea takes the time necessary to really understand what is at the core of clients' issues and tailors her plan accordingly.

To Mrs. Hastings, personal service means that she will meet the clients wherever they are, whether an experienced investor or new retirement plan participant. Her attention to detail, as well as her pragmatic conservative approach to investment planning, timing, and placement, provides the all­ important depth and breadth of performing detailed financial analysis and rendering timely and accurate investment advice, always placing the client's needs above her own.

Andrea feels every day is a new opportunity to help individuals and businesses reach their financial goals and dreams by maximizing their financial potential.

She is a graduate of Stevenson University, where she majored in Business Administration. She holds the Professional Plan Consultant™ and Certified Financial Fiduciary designations. She is also a member of the Financial Services Institute (FSI). She is an Investment Advisor Representative and Registered Representative with Cambridge Investment Research, Inc., and also holds insurance licenses in over seven states. Andrea is also a seasoned speaker for civic and business organizations.

Subhani has the Retirement Income Certified Professional (RICP) designation through the American College of Financial Services. Financial experience includes previously working with firms such as Citibank Pakistan, Bancolombia, Jobin.es Spain, and Crown Capital Securities, L.P. Subhani is currently a Wealth Manager of Toro Bravo Investment Advisors, LLC, a Texas state Registered Investment Advisor firm.  

Subhani has been involved in philanthropic organizations like the Ronald McDonald House and United Way.  

Keith serves as President of Maritime Wealth Advisors, LLC. a registered investment advisory firm located in Hanover, MA.  With over sixteen years of experience in the financial services industry, Keith works with his clients to help them achieve their financial goals through careful analysis and the development of long term financial plans that encourage consistent, achievable outcomes.

Keith graduated from the University of New Hampshire where he earned a Bachelor of Science degree in Finance from the Whittemore School of Business and Economics. Keith currently holds FINRA Series 66 securities license and is a member of the Financial Planning Association and Financial Services Institute.

I was born in Dinuba, CA.  As a young man, I swam competitively.  I received my undergraduate degree from Oregon State University in 1974.  I received my MBA from the University of Oregon in 1976, and consider myself a lifelong student.

I started my financial services career in 1983, with tenures at Morgan Stanley, Dean Witter, and Paine Webber. I hold insurance licenses and have passed the Series 3, 7, 8, 24, 63, and 65 examinations.  My career has involved retail sales, recruiting and managing advisors, and wholesaling financial products.  For the last 25 years, I have been an industry educator and speaker.

I’ve been married for 34 years and we have two fantastic, awesome, gorgeous, incredible children. I enjoy working as a mentor in our church’s men’s ministry.  I also work as a board member with Emergency Ministries, an organization that works with our community’s first responders.

My real passion is my clients. My mission is to do the best job possible for them.  That begins and ends with listening.  I listen, listen, listen to my clients so I can develop individual plans to help them create, develop and maintain the lifestyle of their choosing.  My areas of focus include investment selection, retirement income planning, and family wealth management.

Jon A. Law is a seasoned executive with over 40 years of experience in financial services and consulting. He brings a world of expertise with particular strengths in areas such as investment management, financial management, taxes, and college financial aid planning. Jon currently operates a private consulting firm, U Financial , LLC , which he founded in 2007. He has worked with hundreds of clients implementing various financial strategies to improve all areas of financial management.

In addition to his executive career, Jon continues to serve in several boards of directors as well as consulting with many area company owners. Over the last twenty years, Jon has established himself as a thought leader in the field of executive and financial expertise for personal and business owner clients. He is a frequent guest speaker at lectures and has taught many seminars for CPA’s, CFP’s and Insurance Advisors

Jon currently holds the following professional designations, CFP (Certified Financial Planner), CFFC (Chartered Financial Consultant), CFF (Certified Financial Fiduciary), AEP( Accredited Estate Planner)

Tony began his career as a retirement planner in 2001. Since then his business has grown through referrals from many satisfied individuals. Tony is dedicated to developing lasting relationships with his clients and their families. He provides an easy to understand, common sense approach to sometimes complex financial issues. Tony believes education is the key to helping his clients assess their unique financial goals. Tony earned a Bachelor's degree from Bowling Green State University in 1985 after graduating from Bay Village High School.. He was District Sales Manager for a national sales organization prior to entering the financial industry. Tony is happily married to his wife Dana. They have 3 children and reside in North Royalton OH where they are actively involved in the community.

Tony works closely with Financial Independence Group, who provides him with comprehensive product illustrations and current, up-to-date information on the many investment options he offers. He treats every client with respect and integrity and provides them with an independent financial analysis.