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Professional Member Directory
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Complete Listing
1042 Rollover/QRP Investment
AAP Compliance
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Bank Management (Consultant to)
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Business Transitions
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Labor (Consultant to)
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Organizational Development
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Repurchase Obligation Software
Risk Management (for protecting ESOP account values)
Succession Planning
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Training
Transaction Planning
Treasury Management Solutions
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Valuation
Working Capital Strategies
ESOP Buyout
Adamy Valuation, Inc.
Nick Adamy
Grand Rapids, MI
Click for Full Listing
616-284-3700
BakerHostetler
Susan Lubow
Stacy Wilhite
Columbus, OH
Click for Full Listing
614-228-1541
BakerHostetler
Ann Caresani
Cleveland, OH
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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
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614-222-1372
Blue & Co.
Brad Minor
Mike Staton
Thomas Wagner
Carmel, IN
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317-428-6841
Chartwell Financial Advisory, Inc.
Tina Langlois
Philadelphia, PA
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215-279-8558
Chartwell Financial Advisory, Inc.
Greg Fresh
Minneapolis, MN
Click for Full Listing
612-230-3125
ComStock Advisors, Inc.
Nickolas Sypniewski
Lori Wilhelmy
Cincinnati, OH
Click for Full Listing
513-813-4101
ESOP Plus
Dean Scoular
Rochester, NY
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888-840-6830
Fifth Third Bank
Steven Kuhn
Nick Jevic
Cincinnati, OH
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513-604-7872
GreatBanc Trust Company
Tracy Woolsey
Steve Ryan
Terese Krafcheck
David Van Ness
Lisle, IL
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630-810-4500
Integrated Retirement Plan Solutions, LLC
Adrienne Knauer
Cleveland, OH
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216-912-5970
Lazear Capital Partners LTD
Ted Lape
Columbus, OH
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614-221-1701
Levenfeld Pearlstein, LLC
Kristy Britsch
Pittsburgh, PA
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312-448-1724
Maloney + Novotny LLC
David O. Reyes
Peter J. Chudyk
Chris Villari
Cleveland, OH
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216-363-0100
Menke & Associates, Inc.
Phillip DeDominicis
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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
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847-239-2466
PCE Investment Bankers
Paul Vogt - 678-641-4760
Kyle Wishing - 404-994-4186
Atlanta, GA
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PCE Investment Bankers
Daniel Cooper
Ridgewood, NJ
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585-698-3548
Pilot Hill Advisors LLC
Robert Massengill
Summit NJ
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973-241-5783
Porter Wright Morris & Arthur LLP
Greg M. Daugherty
Columbus, OH
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614-227-2000
Prairie Capital Advisors, Inc.
Tim Jamison
Louisville, KY
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502-644-0777
Prairie Capital Advisors, Inc.
Dan Callanan
Columbus, OH
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614-768-7301
Prairie Capital Advisors, Inc.
Dave Horvath
Oakbrook Terrace, IL
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630-413-5578
Principal Financial Group
Joel Davis
Excelsior, MN
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651-302-8218
SES ESOP Strategies
Ed Renenger
Bala Cynwyd, PA
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610-478-2238
Squire Patton Boggs (US) LLP
Carl Draucker
Joseph Yonadi
Caitlin Steiner
Cleveland, OH
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216-479-8500
THOMPSON HINE LLP
David Whaley
Cincinnati, OH
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513-352-6681
Tucker Ellis LLP
Scott Stitt - 614-358-9304
Peter Jones - 614-358-9308
Columbus, OH
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614-358-9717
Tucker Ellis LLP
Ronald Stansbury - 216-696-5812
Corine Corpora - 216-696-5581
Chelsea Mikula - 216-696-2476
Cleveland, OH
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216-592-5000
Waldheger Coyne LPA
Mary Giganti
Cleveland, OH
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440-835-0600
Walter Haverfield LLP
Alex Kuzmik
Cleveland, OH
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216-619-7883
Walter | Haverfield LLP
Tim Jochim
Columbus, OH
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614-246-2152