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Features | Aug. 2025

PROTECTING YOUR FUTURE

By Contributor

PRODUCED BY KEMMIE RYAN
PHOTOGRAPHY BY JAMES GUSTIN, IAN MCLEOD, MARIA BERRE PONCE, & KATRINA WITTKAMP
STYLING BY THERESA DEMARIA
HAIR & MAKEUP BY DORIA DEBARTOLO & LEANNA ERNEST

From high-net-worth wealth managers and finance executives to a fourth-generation leader of an insurance company that’s more than a century old, Sheridan Road’s annual North Shore Money issue is proud to showcase the professionals who help us all build and protect our investments. As you move through the stages of life, whether you’re just starting a family and saving for your children’s education or looking ahead to retirement and estate planning, the experts profiled in the pages ahead are renowned nationally for their financial acumen and track record for success. They’re the ones you’ll want to turn to when it comes to investing wisely and securing your family’s future.

87 Steven Esposito
STEVEN ESPOSITO
88 Natalie Stone
NATALIE STONE
89 Jenn Barry
JENN BARRY, CFA, CFP®
90 Adrianna Stasiuk
ADRIANNA STASIUK
91 Lisa Bertagna
LISA BERTAGNA
92 Priscilla Rodriguez
PRISCILLA RODRIGUEZ
93 F.j. Phillips
F. J. PHILLIPS
94 Jenn Ross Shepard
JENN ROSS SHEPARD, CFA, CFP®, CPWA®

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the latest

Culture

NEWSWORTHY: AUGUST 2025

The Garden Set Main
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THE DO LIST: LUXE LIFE

34 Lagos Luna Pearl Necklace, Razny.com Main
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SHORE VS. CITY: KELSEY POEHLMANN

36 Kelsey Poehlmann With Betty And Beau. Poehlmann Is Wearing Michael Kors, Neiman Marcus Michigan Avenue 3 Main
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Cooks' Tour Co Chairs Christine Morse Wearing Tanya Taylor And Courtney Jack Wearing Ann Mashburn, Bunny & Babe Main
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