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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
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
616-284-3700
Click for Full Listing
Apple Growth Partners
Davin Gustafson
Eric Flickinger
Matthew Silla
Beachwood, OH
216-674-3800
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BakerHostetler
Susan Lubow
Columbus, OH
614-228-1541
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BakerHostetler
Ann Caresani
Jonathan Drake
Cleveland, OH
216-861-6294
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Barnes Wendling CPAs, Inc.
Floyd Trouten, III
Cleveland, OH
216-566-9000 ext. 3312
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Blue & Co.
Robert Evans
Westerville, OH
614-259-0597
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Blue & Co.
Brad Minor
Mike Staton
Carmel, IN
317-428-6841
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Blue Ridge ESOP Associates
Thomas Roback, Jr.
Kelly Fergus
Charlottesville, VA
434-979-5500
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Blue Ridge ESOP Associates
Pete Shuler
Columbus, OH
614-656-1833
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Chartwell Financial Advisory, Inc.
Tina Langlois
Philadelphia, PA
215-279-8558
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Chartwell Financial Advisory, Inc.
Greg Fresh
Minneapolis, MN
612-230-3125
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CliftonLarsonAllen LLP
Dane Mayle
Akron, OH
330-376-0100
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ComStock Advisors, Inc.
Nickolas Sypniewski
Lori Wilhelmy
Cincinnati, OH
513-813-4101
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Critchfield Critchfield & Johnston LTD
Christopher J. Pycraft
Wooster, OH
330-264-4444
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Dinsmore & Shohl LLP
Ben Wells
Maxwell W. Gerwin
Peter Draugelis
Cincinnati, OH
513-977-8554
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EIDE BAILLY LLP
Kirk Lindemann
Fargo, ND
701-239-8500
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ESI Equity
Craig Olinger
Delafield, WI
262-646-6490
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ESOP Plus
Rob Brown
Dean Scoular
Kathleen Weber
Rochester, NY
888-840-6830
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Fifth Third Bank
Steven Kuhn
Nick Jevic
Cincinnati, OH
513-534-0867
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Frost Brown Todd LLC
Carl Lammers
Alison Stemler
Kaitlin Hizny
Louisville, KY
502-589-5400
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GBQ Capital Advisors
Brian Bornino
Joe Borowski
Craig Hickey
Drew Dixon
Columbus, OH
614-221-1120
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GBQ Capital Advisors
Eric Dollin
Indianapolis, IN
317-423-9306
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Gilmore Jasion Mahler, LTD
Ben Lochbihler
Maumee, OH
419-794-2000
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GreatBanc Trust Company
Tracy Woolsey
Steve Ryan
Terese Krafcheck
Lisle, IL
630-810-4500
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Highland Consulting Associates, Inc.
Richard Veres
Kevin Mahon
Kyle McNamara
Cleveland, OH
440-808-1500
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Integrated Retirement Plan Solutions, LLC
Adrienne Knauer
Cleveland, OH
216-912-5970
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J.P. Morgan
Andrew Kulesza
Cincinnati, OH
513-985-5779
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J.P. Morgan
Regina Carls
Chicago, IL
312-732-8118
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KeyStone Search
Bill Frommelt, 612-810-7194
Mike Frommelt
Minneapolis, MN
612-375-8900
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Krieg DeVault LLP
Alexander Mounts
Thomas Stafford
Fenton Strickland
Indianapolis, IN
317-636-4341
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Lazear Capital Partners LTD
Ted Lape
Columbus, OH
614-221-1701
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Levenfeld Pearlstein, LLC
Kristy Britsch
Pittsburgh, PA
312-476-7569
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Maloney + Novotny LLC
David O. Reyes
Peter J. Chudyk
Chris Villari
Cleveland, OH
216-363-0100
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McDonald Hopkins LLC
Carl Grassi
Dale Vlasek
Cleveland, OH
216-348-5400
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Meaden & Moore, LTD
Michelle Buckley
Hillary Kastelic
Cleveland, OH
216-241-3272
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Menke & Associates, Inc.
Phillip DeDominicis
410-885-2531
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Mills Potoczak & Company
Mark Mills
Cleveland, OH
216-464-7481
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Morgan, Lewis & Bockius LLP
Brian Hector
Chicago, IL
312-324-1000
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Murray Insurance Associates, Inc.
Patrick Dixon
Lancaster, PA
717-205-0268
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PCE Investment Bankers
Eric Zaleski
Hoffman Estates, IL
847-239-2466
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PCE Investment Bankers
Paul Vogt - 678-641-4760
Kyle Wishing - 615-293-1967
Atlanta, GA
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PCE Investment Bankers
Daniel Cooper
Ridgewood, NJ
585-698-3548
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Pilot Hill Advisors LLC
Robert Massengill
Summit NJ
973-241-5783
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Porter Wright Morris & Arthur LLP
Greg M. Daugherty
Columbus, OH
614-227-2000
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Prairie Capital Advisors, Inc.
Tim Jamison
Louisville, KY
502-644-0777
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Prairie Capital Advisors, Inc.
Dan Callanan
Columbus, OH
614-768-7301
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Prairie Capital Advisors, Inc.
Tom DeSimone
Oakbrook Terrace, IL
630-413-5578
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Praxis Consulting Group
Jon Sweigart
Jennie Msall
Philadelphia, PA
215-753-0303
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Principal Financial Group
Joel Davis
Excelsior, MN
651-302-8218
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Rea & Associates, Inc.
Paul Weisinger
Cleveland, OH
216-573-2330
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Rossi Business Transition Solutions
Daniel J. Rossi
Youngstown, OH
3307466572
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SCJ Fiduciary Services
Kjersti Cory
Smithfield, KY
217-577-5447
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SES ESOP Strategies
Ed Renenger
Bala Cynwyd, PA
610-478-2238
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Squire Patton Boggs (US) LLP
Carl Draucker
Joseph Yonadi
Caitlin Steiner
Cleveland, OH
216-479-8500
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Stout
Matthew Hricko
Cleveland, OH
216-373-2960
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THE 4:8 GROUP
Robert A. Bove
Avon, OH
440-985-1141
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THOMPSON HINE LLP
David Whaley
Cincinnati, OH
513-352-6681
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TI-TRUST, Inc.
Kimberly Serbin
Quincy, IL
217-228-8058
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Tucker Ellis LLP
Scott Stitt - 614-358-9304
Peter Jones - 614-358-9308
Columbus, OH
614-358-9717
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Tucker Ellis LLP
Ronald Stansbury - 216-696-5812
Corine Corpora - 216-696-5581
Chelsea Mikula - 216-696-2476
Cleveland, OH
216-592-5000
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UBS Financial Services Inc.
Leslie Lauer
Atlanta, GA
877-794-1042
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UBS Financial Services Inc.
Leslie Lauer
Columbus, OH
614-442-6263
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Waldheger Coyne LPA
Mary Giganti
Cleveland, OH
440-835-0600
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Walter | Haverfield LLP
Tim Jochim
Ryan Coady
Columbus, OH
614-246-2152
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Westfield Bank
Dan Bender
Brecksville, OH
440-746-8163
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Workplace Development, Inc. - A Blue Ridge Company
Jim Bado
Findlay, OH
419-427-2435
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Workplace Development, Inc. - A Blue Ridge Company
Cathy Ivancic
Akron, OH
330-896-7285
Click for Full Listing
Zabarsky & Associates, Inc.
Florence Zabarsky
Strongsville, OH
440-572-4950
Click for Full Listing