Contributor

Adrianna Stasiuk is a Partner with Aaron Wealth Advisors, an independent and national shared family office. In this role, she acts as a personal CFO for a select group of wealthy families, providing holistic family office services. One of the most rewarding things about her work is forming deep client relationships. “Issues of money tend

Lisa Bertagna began her banking career while still a college student, not realizing how much she’d end up loving the industry. Today, with more than 30 years of experience in financial services, she leads Fifth Third Private Bank in Chicago, overseeing a team that serves high-net-worth and ultra-high-net-worth individuals, families, and businesses. “In Chicago, the

As Senior Vice President and Team Lead of Fifth Third Bank’s Guardianship and Special Needs Trust Services in Chicago, Priscilla Rodriguez brings more than 25 years of experience to a field where financial expertise meets deep compassion. Her career has been built around protecting the financial interests of minors, disabled children, and disabled adults—clients whose

At a young age, F.J. Phillips witnessed the devastating effects that can result from a lack of financial planning, and he takes a personal interest in each of his clients to make sure that doesn’t happen to them. Phillips joined Merrill Lynch Wealth Management in 1997, and his expertise in comprehensive, multi-generational wealth management and

Jenn Ross Shepard brings more than 30 years of experience in wealth management and financial planning, helping her clients navigate the opportunities and challenges that come with significant wealth. “Too often, people feel constrained by their wealth and the fear that a poor decision will lead to negative outcomes. I want to change the dynamic