Each sponsor plays a vital role in empowering professionals across the industry and strengthening the future of care. We thank them for their investment in meaningful dialogue, connection, and community.
Josh Liberati holds a bachelor’s degree in finance from Baldwin Wallace (2020). He joined Northwestern Mutual as an intern in 2018, discovering a passion for inspiring others through financial planning. Focused on gratitude and commitment, he serves physicians, sales professionals, consultants, and business owners with strategic financial planning, specializing in tax-efficient strategies, risk management, and wealth accumulation. Josh continually advances his financial industry expertise, earning FINRA SIE, Series 6, and Series 63 registrations after rejoining Northwestern Mutual in 2021. As Growth & Development Director, he guides new advisors and seeks to positively impact young professionals. Outside work, Josh enjoys traveling with his wife Ana, walking their goldendoodle Duke, playing golf, or cheering for his favorite team, the Pittsburgh Steelers.
Wes Trillow attended Case Western University to study finance. He began his journey with Northwestern Mutual in 2016 and has been ambitiously climbing the ladder since, achieving his CERTIFIED FINANCIAL PLANNER™ certification, CLU®, and ChFC®. Joining forces with his partner Ayo Coleman, they have formed a complementary partnership as Wes specializes in complex financial and investment planning. While managing our growing team and mentoring new advisors, Wes is able to fulfill his passion for guiding and pushing others to excel. Wes and his wife, Carley, enjoy spending quality time with one another and their French Bulldog, Paul. If Wes isn’t working, he is most likely to be found at a golf course with his friends and co-workers, or dedicating time to further his education.
Wes Trillow attended Case Western University to study finance. He began his journey with Northwestern Mutual in 2016 and has been ambitiously climbing the ladder since, achieving his CERTIFIED FINANCIAL PLANNER™ certification, CLU®, and ChFC®. Joining forces with his partner Ayo Coleman, they have formed a complementary partnership as Wes specializes in complex financial and investment planning. While managing our growing team and mentoring new advisors, Wes is able to fulfill his passion for guiding and pushing others to excel. Wes and his wife, Carley, enjoy spending quality time with one another and their French Bulldog, Paul. If Wes isn’t working, he is most likely to be found at a golf course with his friends and co-workers, or dedicating time to further his education.
