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Features | Aug. 2024

MONEY MATTERS

By Contributor

PRODUCED & EDITED BY KEMMIE RYAN
WORDS BY SHERRY THOMAS
PHOTOGRAPHY BY IAN MCLEOD & KATRINA WITTKAMP
STYLING BY THERESA DEMARIA
HAIR & MAKEUP BY FRANCES TSALAS, LEANNA ERNEST, MARGARETA KOMLENAC, & RONNIE PRINCE
EDITORIAL ASSISTANT: CHEYANNE LENCIONI

JWC Media’s annual finance issue features leading wealth managers, estate planners, and insurance experts who help us build the lives we dream of. Whether you’re a young family charting your children’s higher education goals or a retirement-aged couple that seeks to secure the future of the next generation, the experts profiled in this section have garnered a national reputation for helping high-net-worth residents and business owners achieve short and long-term financial goals. When money matters, these are the professionals to turn to.


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STEVEN ESPOSITO
PRESIDENT & MANAGING DIRECTOR YELLOWSTONE WEALTH MANAGEMENT

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ANTHONY PELLEGRINO
FOUNDER & CEO
GOLDSTONE FINANCIAL GROUP

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ELIZABETH ESAREY, CPA
JESSICA B. DEBOLD, CFP®, EA

GOLDSTONE FINANCIAL GROUP

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

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ADRIANNA STASIUK
PARTNER, INVESTMENT ADVISOR
AARON WEALTH ADVISORS

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LISA BERTAGNA
DIRECTOR
FIFTH THIRD PRIVATE BANK

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REBECCA JUHANT
DIRECTOR OF STRATEGIC CLIENT DEVELOPMENT
FIFTH THIRD PRIVATE BANK

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ANTHONY CHIARITO
ANTHONY CHIARITO & ASSOCIATES
AMERICAN FAMILY INSURANCE

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William Duncan, Ryan Dundon
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Todd Bauman, David Helfand

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

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SERGIO GIANGRANDE
SENIOR MORTGAGE ADVISOR PREFERRED RATE

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

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

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WILLIAM R. WHITE,CFP®, CIMA®, CPFA®
MANAGING DIRECTOR/INVESTMENTS PORTFOLIO MANAGER – SOLUTIONS PROGRAM
WRW WEALTH MANAGEMENT GROUP STIFEL

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MATT PEQUET & DAVE PEQUET
MPI WEALTH MANAGEMENT, LLC.

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

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FRANK SCHROEDER
FOUNDER & CEO
CAMPUS 2 CAREER TRANSITION SERVICES

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