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JAY MENTON: PARTNER, SENIOR WEALTH ADVISOR & TEAM LEADER, CURI RMB CAPITAL

As Partner, Senior Wealth Advisor, and Team Leader with Curi RMB Capital, Jay Menton offers an analytical approach to client service. “We bring deep and comprehensive team-based financial planning customized to our clients’ circumstances into every engagement—incorporating this information into portfolio construction, asset allocation, risk management, and exposure,” says Menton, who has an MBA from

F. J. PHILLIPS: SENIOR VICE PRESIDENT, WEALTH MANAGEMENT ADVISOR, KILBORN PHILLIPS & ASSOCIATES, MERRILL LYNCH WEALTH MANAGEMENT

Ask F.J. Phillips the secret to his success in wealth management and he’ll tell you it’s important to work hard, work smart, and work patiently. “A fruitful career is no different than long-term investing. Control your risk, control your emotions, and be patient,” explains Phillips, who became interested in a career in financial planning after

FRANK SCHROEDER: FOUNDER & CEO, CAMPUS 2 CAREER TRANSITION SERVICES

It was at the height of the 2009 financial crisis that Frank Schroeder founded Campus 2 Career Transition Services (“C2C”) to help parents protect their most precious investment—their children. “I recognized the need for this high value, high touch service,” explains Schroeder, who serves as CEO of what has blossomed into a successful enterprise. “The

ANTHONY CHIARITO: ANTHONY CHIARITO & ASSOCIATES, AMERICAN FAMILY INSURANCE

After 12 years as a Futures Trader at the Chicago Mercantile Exchange, Oak Brook resident Anthony Chiarito took a leap of faith in 2008 to open a new American Family Insurance agency in Westmont that has empowered him to assist clients during life’s most challenging moments. “Transitioning into my agency career allowed me to tap

SERGIO GIANGRANDE: SENIOR MORTGAGE ADVISOR, PREFERRED RATE

Sergio Giangrande is a Senior Mortgage Advisor with more than 22 years of experience helping clients finance their dream homes. A love of real estate and finance has made him an expert in residential mortgage lending—with experience originating both purchase and refinance transactions and extensive knowledge of loans ranging from Conventional and Jumbo to government

CHRISTOPHER PATTERSON, CFP®: BRANCH MANAGER, FIRST VICE PRESIDENT/INVESTMENTS, STIFEL

Christopher Patterson, Branch Manager at Stifel, says his 27 years of success in finance is proof that a hard work ethic always pays off. “I was working six days, 50 to 60 hours a week, when I first got into the industry in my mid-20s while also starting a family,” says Patterson, who raised two

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