DOLLARS & SENSE

JWC Media’s Money Issue features the top wealth managers, estate planners, and insurance experts that serve our readers. High-net-worth residents and business owners trust the experts found in this guide to manage their assets, help them achieve their financial goals, and secure the futures of upcoming generations.

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STEVEN ESPOSITO: YELLOWSTONE WEALTH MANAGEMENT

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LISA BERTAGNA, REGIONAL DIRECTOR II OF PRIVATE BANKING: FIFTH THIRD BANK

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SUSAN MILANAK, FINANCIAL ADVISOR: MORGAN STANLEY

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MICHAEL KATZ, CFA®, MANAGING DIRECTOR & COLLEEN MCCAFFERY, MANAGING DIRECTOR: TRUIST WEALTH

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JAN-PETER BREUGELMANS, MANAGING DIRECTOR, SENIOR WEALTH ADVISOR & CHRISTOPHER S. SMULSKI, MANAGING DIRECTOR, SENIOR WEALTH ADVISOR: TRUIST WEALTH

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JENN BARRY, CFA, INVESTMENT ADVISOR: AARON WEALTH ADVISORS

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ADRIANNA STASIUK, INVESTMENT ADVISOR: AARON WEALTH ADVISORS

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TOM KILBORN, MANAGING DIRECTOR, WEALTH MANAGEMENT ADVISOR: KILBORN PHILLIPS & ASSOCIATES, MERRILL LYNCH WEALTH MANAGEMENT

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

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