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ELIZABETH ESAREY, CPA; JESSICA B. DEBOLD, CFP®, EA: GOLDSTONE FINANCIAL GROUP

Jessica B. DeBold, a Certified Financial Planner ™ (CFP) and Enrolled Agent (EA) with Goldstone Financial Group, grew up running numbers with her father, who ran a family-owned business. “As a child, I remember him talking to me about their 401(k) plan and how he encouraged his employees to participate. He used an old financial

JENN BARRY,CFA, CFP®: CHIEF ADMINISTRATIVE OFFICER, AARON WEALTH ADVISORS

Jenn Barry, Chief Administrative Officer at Aaron Wealth Advisors, is a champion of connection and collaboration. “I served as a trusted resource to institutional money managers for 25 years. When I became an advisor, my focus shifted to helping people in their personal lives,” explains Barry, who works with the CEO and President at Aaron

ADRIANNA STASIUK: PARTNER, INVESTMENT ADVISOR, AARON WEALTH ADVISORS

In her role as Partner and Investment Advisor at Aaron Wealth, Adrianna Stasiuk provides comprehensive wealth management services to the individuals and families with whom she works. Stasiuk is proud to hold both a B.A. and an MBA from the University of Notre Dame’s Mendoza College of Business. Further instrumental to her development and growth

LISA BERTAGNA: DIRECTOR, FIFTH THIRD PRIVATE BANK

Lisa Bertagna leads a wealth management team who serve high-net-worth and ultra-high-net-worth individuals, families, and businesses to help them meet their financial goals. She has built a full Fifth Third Private Bank team on the North Shore in Northbrook and leads a team located in downtown Chicago. Fifth Third Private Bank has over 160 years

REBECCA JUHANT: DIRECTOR OF STRATEGIC CLIENT DEVELOPMENT, FIFTH THIRD PRIVATE BANK

One of Rebecca Juhant’s favorite things about her role at Fifth Third Private Bank is working with entrepreneurial business owners. “I enjoy being a trusted advisor, assisting the business owner down the journey of thinking through their priorities—from tax mitigation and philanthropic goals to family governance—and the best timing to implement various strategies,” explains Juhant,

BDH WEALTH ADVISORS: WILLIAM DUNCAN, MANAGING DIRECTOR; RYAN DUNDON, ASSOCIATE VICE PRESIDENT; TODD BAUMAN, MANAGING DIRECTOR; DAVID HELFAND, MANAGING DIRECTOR

As Managing Director, William Duncan helps to set the overall strategy for BDH Wealth Advisors and managing client portfolios. As a Private Wealth Advisor, he helps clients with financial planning and keeps them informed about the markets, economic conditions, and portfolio performance. Duncan has been helping clients to achieve their goals for more than 26

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