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Professional Member Directory
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Complete Listing
1042 Rollover/QRP Investment
AAP Compliance
Accounting
Audit & Tax Compliance
Bank Management (Consultant to)
Board Member
Business Transitions
Capital Expenditure Financing
Capital Markets Services
Co-op Design
Co-op Legal
Communication
Compensation
Corporate Governance
Cyber Security and Risk Management
Cyber and Crime Insurance
Defend DOL or IRS Audits
Directors & Officers Liability Insurance
ERISA Matters
ESOP Administration
ESOP Buyout
ESOP Financing
ESOP Legal
ESOP Litigation
ESOP Plan Design
Employee Benefit Plans
Employee Practices Liability Insurance
Employment Law
Equity Compensation
Equity Investment
Estate Planning
Executive Search/Recruiting
Fairness Opinion
Feasibility Studies
Fiduciary Insurance
Fiduciary Issues
Financial Planning
Health Insurance
Investment Banking
Labor (Consultant to)
Leadership Development
Lending
Management (Consultant to)
Monetization Lending
Organizational Development
Ownership Culture
Repurchase Obligation
Repurchase Obligation Software
Risk Management (for protecting ESOP account values)
Succession Planning
Sustainability Studies
Training
Transaction Planning
Treasury Management Solutions
Trustee
Valuation
Working Capital Strategies
Complete Listing
Adamy Valuation, Inc.
Nick Adamy
Grand Rapids, MI
Click for Full Listing
616-284-3700
Apple Growth Partners (now EIDE BAILLY see listing below)
Davin Gustafson
Matt Silla
Beachwood, OH
Click for Full Listing
216-674-3800
BakerHostetler
Susan Lubow
Stacy Wilhite
Columbus, OH
Click for Full Listing
614-228-1541
BakerHostetler
Ann Caresani
Cleveland, OH
Click for Full Listing
216-861-6294
Barnes Wendling CPAs, Inc.
Floyd Trouten, III
Cleveland, OH
Click for Full Listing
216-566-9000 ext. 3312
Blue & Co.
Walt Eckert
Brenda Wamala
Westerville, OH
Click for Full Listing
614-222-1372
Blue & Co.
Brad Minor
Mike Staton
Thomas Wagner
Carmel, IN
Click for Full Listing
317-428-6841
Blue Ridge ESOP Associates
Thomas Roback, Jr.
Charlottesville, VA
Click for Full Listing
434-979-5500
Blue Ridge ESOP Associates
Pete Shuler
Columbus, OH
Click for Full Listing
614-656-1833
Chartwell Financial Advisory, Inc.
Tina Langlois
Philadelphia, PA
Click for Full Listing
215-279-8558
Chartwell Financial Advisory, Inc.
Greg Fresh
Minneapolis, MN
Click for Full Listing
612-230-3125
CliftonLarsonAllen LLP
Kelly Unger
Akron, OH
Click for Full Listing
330-376-0100
CliftonLarsonAllen LLP
Ben Lochbihler
Maumee, OH
Click for Full Listing
419-794-2005
ComStock Advisors, Inc.
Nickolas Sypniewski
Lori Wilhelmy
Cincinnati, OH
Click for Full Listing
513-813-4101
Contractor Strategy Consultants
Brigid Huber
Loveland, OH
Click for Full Listing
513-910-8542
Critchfield Critchfield & Johnston LTD
Christopher J. Pycraft
Wooster, OH
Click for Full Listing
330-264-4444
EIDE BAILLY
Eric Flickinger
Akron, OH
Click for Full Listing
330-867-7350
EIDE BAILLY
Davin Gustafson
Matt Silla
Beachwood, OH
Click for Full Listing
216-674-3800
EIDE BAILLY LLP
Kirk Lindemann
Travis Lance
Fargo, ND
Click for Full Listing
701-239-8500
EIDE BAILLY LLP
DesMoines, IA
Click for Full Listing
515-244-0266
ESI Equity
Craig Olinger
Delafield, WI
Click for Full Listing
262-646-6490
ESOP Plus
Dean Scoular
Rochester, NY
Click for Full Listing
888-840-6830
Fifth Third Bank
Steven Kuhn
Nick Jevic
Cincinnati, OH
Click for Full Listing
513-604-7872
GBQ Capital Advisors
Brian Bornino
Joe Borowski
Craig Hickey
Drew Dixon
Columbus, OH
Click for Full Listing
614-221-1120
GBQ Capital Advisors
Eric Dollin
Indianapolis, IN
Click for Full Listing
317-423-9306
GreatBanc Trust Company
Tracy Woolsey
Steve Ryan
Terese Krafcheck
David Van Ness
Lisle, IL
Click for Full Listing
630-810-4500
Highland Consulting Associates, Inc.
Richard Veres
Kevin Mahon
Kyle McNamara
Cleveland, OH
Click for Full Listing
440-808-1500
Integrated Retirement Plan Solutions, LLC
Adrienne Knauer
Cleveland, OH
Click for Full Listing
216-912-5970
J.P. Morgan
Andrew Kulesza
Cincinnati, OH
Click for Full Listing
513-985-5779
J.P. Morgan
Regina Carls
Chicago, IL
Click for Full Listing
312-732-8118
Lazear Capital Partners
Shawn Ely
Brecksville, OH
Click for Full Listing
216-280-7399
Lazear Capital Partners LTD
Ted Lape
Columbus, OH
Click for Full Listing
614-221-1701
Levenfeld Pearlstein, LLC
Kristy Britsch
Pittsburgh, PA
Click for Full Listing
312-448-1724
Maloney + Novotny LLC
David O. Reyes
Peter J. Chudyk
Chris Villari
Cleveland, OH
Click for Full Listing
216-363-0100
McDonald Hopkins LLC
Carl Grassi
Dale Vlasek
John Wirtshafter
Jason Faust
Patrick Berry
Cleveland, OH
Click for Full Listing
216-348-5400
McGohan Brabender
Michael McGrath
Independence, OH
Click for Full Listing
216-298-0808
Meaden & Moore, LTD
Michelle Buckley
Hillary Kastelic
Cleveland, OH
Click for Full Listing
216-241-3272
Menke & Associates, Inc.
Phillip DeDominicis
Click for Full Listing
410-885-2531
Morgan, Lewis & Bockius LLP
Brian Hector
Chicago, IL
Click for Full Listing
312-324-1000
PCE Investment Bankers
Eric Zaleski
Hoffman Estates, IL
Click for Full Listing
847-239-2466
PCE Investment Bankers
Paul Vogt - 678-641-4760
Kyle Wishing - 404-994-4186
Atlanta, GA
Click for Full Listing
PCE Investment Bankers
Daniel Cooper
Ridgewood, NJ
Click for Full Listing
585-698-3548
Pilot Hill Advisors LLC
Robert Massengill
Summit NJ
Click for Full Listing
973-241-5783
Porter Wright Morris & Arthur LLP
Greg M. Daugherty
Columbus, OH
Click for Full Listing
614-227-2000
Prairie Capital Advisors, Inc.
Tim Jamison
Louisville, KY
Click for Full Listing
502-644-0777
Prairie Capital Advisors, Inc.
Dan Callanan
Columbus, OH
Click for Full Listing
614-768-7301
Prairie Capital Advisors, Inc.
Dave Horvath
Oakbrook Terrace, IL
Click for Full Listing
630-413-5578
Praxis Consulting Group
Jon Sweigart
Matt Hancock
Philadelphia, PA
Click for Full Listing
215-753-0303
Principal Financial Group
Joel Davis
Excelsior, MN
Click for Full Listing
651-302-8218
Rea & Associates
Paul Weisinger
Columbus, OH
Click for Full Listing
216-573-2300
SCJ Fiduciary Services
Kjersti Cory
Smithfield, KY
Click for Full Listing
217-577-5447
SES ESOP Strategies
Sean Matthew
Bala Cynwyd, PA
Click for Full Listing
215-508-7705
Squire Patton Boggs (US) LLP
Carl Draucker
Joseph Yonadi
Caitlin Steiner
Cleveland, OH
Click for Full Listing
216-479-8500
Strategic Talent Partners
Bill Frommelt, 612-810-7194
Hopkins, MN
Click for Full Listing
612-375-8900
THE 4:8 GROUP
Robert A. Bove
Avon, OH
Click for Full Listing
440-985-1141
THE MGM Group Inc.
Mark Mills
Cleveland, OH
Click for Full Listing
216-464-7481
THOMPSON HINE LLP
David Whaley
Cincinnati, OH
Click for Full Listing
513-352-6681
TI-TRUST, Inc.
Kimberly Serbin
Quincy, IL
Click for Full Listing
217-228-8058
Tucker Ellis LLP
Scott Stitt - 614-358-9304
Peter Jones - 614-358-9308
Columbus, OH
Click for Full Listing
614-358-9717
Tucker Ellis LLP
Ronald Stansbury - 216-696-5812
Corine Corpora - 216-696-5581
Chelsea Mikula - 216-696-2476
Cleveland, OH
Click for Full Listing
216-592-5000
Waldheger Coyne LPA
Mary Giganti
Cleveland, OH
Click for Full Listing
440-835-0600
Walter Haverfield LLP
Alex Kuzmik
Cleveland, OH
Click for Full Listing
216-619-7883
Walter | Haverfield LLP
Tim Jochim
Columbus, OH
Click for Full Listing
614-246-2152
Workplace Development, Inc. - A Blue Ridge Company
Cathy Ivancic
Akron, OH
Click for Full Listing
330-896-7285
Zabarsky & Associates, Inc.
Florence Zabarsky
Strongsville, OH
Click for Full Listing
440-572-4950