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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
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Defend DOL or IRS Audits
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ERISA Matters
ESOP Administration
ESOP Buyout
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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
Succession Planning
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
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614-222-1372
Blue & Co.
Brad Minor
Mike Staton
Thomas Wagner
Carmel, IN
Click for Full Listing
317-428-6841
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
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
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
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317-423-9306
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
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
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
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PCE Investment Bankers
Daniel Cooper
Ridgewood, NJ
Click for Full Listing
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
Click for Full Listing
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
Praxis Consulting Group
Jon Sweigart
Matt Hancock
Philadelphia, PA
Click for Full Listing
215-753-0303
Principal Financial Group
Joel Davis
Excelsior, MN
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651-302-8218
Rea & Associates
Paul Weisinger
Columbus, OH
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216-573-2300
SES ESOP Strategies
Ed Renenger
Bala Cynwyd, PA
Click for Full Listing
610-478-2238
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
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612-375-8900
THE 4:8 GROUP
Robert A. Bove
Avon, OH
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440-985-1141
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
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
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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