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.
Regina, with over 15 years of experience in healthcare operations and marketing, understands the challenges of delegation firsthand. Through her engaging keynotes, masterclasses, and consulting, she delivers actionable strategies that help business owners break free from daily bottlenecks and step into their role as visionary leaders. Her expertise has made her a sought-after speaker at industry conferences, where she captivates audiences with real-world insights, practical frameworks, and transformational delegation techniques that drive measurable success.
Carshawn, a graduate of Euclid High School in 2010, continued his education at Notre Dame College in Lyndhurst, Ohio, before beginning his automotive career in Painesville, Ohio, as a salesperson with Ganley Chrysler Dodge Jeep Ram. He quickly excelled in sales, demonstrating a natural ability to connect with customers and deliver results, which led to his promotion to Finance and Insurance Manager in 2013.
Simone Woods is a registered nurse, mother of three, and founder of Urbane Vodka, the first full-flavored overproof vodka. In 2017, she started crafting small batches of vodka in mason jars in her home kitchen, which quickly turned into an obsession. She saw an opportunity to create a sophisticated, high-quality overproof vodka and decided to turn her passion into a business. Today, Urbane is a thriving brand, offering a unique and refined drinking experience.
Daniel, began his journey in business at just 13 years old after reading Rich Dad Poor Dad, which sparked his belief in working hard and valuing delayed gratification. His first venture was a vending machine business, where he and his brother invested in multiple machines and operated them for many years, eventually using the profits to fund their start in real estate investing.
Jason Van Horn is a former U.S. Navy Senior Chief Petty Officer turned financial advisor and Growth and Development Director at Northwestern Mutual. Over a distinguished 21-year military career, Jason advanced eight times. Earning a reputation for leadership, discipline, and service. After retiring in 2021, he transitioned to financial services, where he leads one of the top-performing practices in his region.