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Professional Member Directory
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Complete Listing
1042 Rollover/QRP Investment
AAP Compliance
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BakerHostetler
Susan Lubow
Stacy Wilhite
Columbus, OH
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614-228-1541
BakerHostetler
Ann Caresani
Cleveland, OH
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216-861-6294
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
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612-230-3125
ESOP Plus
Dean Scoular
Rochester, NY
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888-840-6830
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
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
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