Lillian Meyers is both the founder and president of Meyers Financial Services, Inc. She holds a Bachelor's Degree in Finance and has a keen focus on matters of taxation, and business taxation. Ms. Meyers is a graduate of the College for Financial Planning and has often spoken at Sonoma Valley company meetings, student workshops, Women in Business seminars, seniors' organizations, church groups, and more. In addition, she has appeared for interviews with newspapers, radio, and magazines, sharing her insight as a financial planning specialist.

Ms. Meyers has earned the following titles and certifications:

• CERTIFIED FINANCIAL PLANNER™ Professional
• Certified Divorce Financial Analyst™
• Enrolled Agent
• Pension consultant
• Licensed insurance agent
• Registered Investment Advisor

Ms. Meyers also is a proud member of the following associations and organizations:

• The Financial Planning Association
• California Society of Enrolled Agents
• National Association of Enrolled Agents
• DAR Daughters of the American Revolution
• Soroptimist International of Sonoma Valley
• Soroptimist International of the Americas
• IMPAC100 Sonoma 

Brent M Weisenborn CFF is the founding partner, President, and CEO of Fiduciary Trust Private Wealth Counsel.

Brent has been in the investment management business for over 37 years and is a Certified Financial Fiduciary. His practice focuses on high net worth clients and Trust.

He managed $2 Billion in Trust Assets for nine years. In that capacity, he served as Chief Investment Officer, member of the Trust and Investment Policy Committee as well as Head of the Trust Department.

Brent served as Vice President of NASDAQ Group in New York and London as well as President and CEO of its subsidiary Agora-X LLC.

In 1987 Brent founded and was CEO of Security Investment Company of Kansas City, an institutional and high net worth Broker-Dealer and NASDAQ Market Maker.

In 1998 he was elected to the NASDR (now called FINRA) District NO. 4 Committee and served as Chairman from 1999-to 2000. He also was elected to the National Small Firm Advisory Board.

In response to the 2009 financial crisis, Brent was asked to testify before the US Congress and help draft legislation to promulgate new rules designed to bring more transparency to the markets.

Brent Weisenborn received a BBA in Finance and Economics from the Hankamer School of Business at Baylor University.

After Baylor Brent was with the Kansas City Chiefs.

Brent is an FAA multi-engine, instrument-rated Commercial Pilot.

Industry Positions

• Testified before US Congress for FINREG Bill
• Lobbied for Dodd-Frank, US Senate - co-wrote derivatives section
• Recommended to the President by US Senators Bond and Roberts for CFTC Commissioner

Past Memberships:

• Board Member - Bankers & Investors.
• Member - Chicago Board of Trade.
• Member - Kansas City Board of Trade.
• Board of Directors of The Kansas City Board of Trade from 1996 to 1998.
• Director of the Kansas City Securities Association.
• President of the Kansas City Traders Association.
• Member - Securities Industry Association’s Trading Committee.

Julia Andrews is a Certified Financial Fiduciary^® and a Behavior Financial™ Advisor with Monarch Wealth & Retirement Strategies.  Although new to the advisory world, she brings with her over 20 years of experience in the Financial Services Industry. As financial professionals, Julia and her team are committed to helping people create solutions for their retirement assets by holistically creating a financial plan to understand risk tolerance, time horizon and goals, together they work to develop a program that carefully balances investment strategies with preserving principal.

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.