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Annual Ohio Employee Ownership Conference
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1042 Rollover/QRP Investment
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Valuation
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ESOP Administration
Beyster Institute
Martin Staubus
Mitchell Miller
La Jolla
,
CA
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Blue Ridge ESOP Associates
Thomas Roback, Jr.
Kelly Fergus
Charlottesville
,
VA
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Crowe
Pete Shuler
Lori Stuart
Columbus
,
OH
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FuturePlan by Ascensus
Tina Fisher
Chattanooga
,
TN
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FuturePlan by Ascensus
Doug Cannon
Valparaiso
,
IN
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GreatBanc Trust Company
John Hommel
Anne Umlauf
Gary Greenwald
Kjersti Cory
Lisle
,
IL
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Horizon Trust & Investment Management
Tracy E. Woolsey
Michigan City
,
IN
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Integrated Retirement Plan Solutions, LLC
Adrienne Knauer
Cleveland
,
OH
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Levenfeld Pearlstein, LLC
Kristy Britsch
Pittsburgh
,
PA
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Meaden & Moore, LTD
Michelle Buckley
Hillary Kastelic
Cleveland
,
OH
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Menke & Associates, Inc.
Phillip DeDominicis
Chesapeake City
,
MD
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Morgan, Lewis & Bockius LLP
Brian Hector
Chicago
,
IL
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Principal Financial Group
Joel Davis
Minnetonka
,
MN
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TI-TRUST, Inc.
Dawn Goestenkors
Philadelphia
,
PA
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Tucker Ellis LLP
Ronald Stansbury
Corine Corpora
Chelsea Mikula
Cleveland
,
OH
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Tucker Ellis LLP
Scott Stitt
Columbus
,
OH
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Walter | Haverfield LLP
Tim Jochim
Columbus
,
OH
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Walter | Haverfield LLP
Russell C. Shaw
Petra Bradbury
Cleveland
,
OH
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Zabarsky & Associates, Inc.
Florence Zabarsky
Strongsville
,
OH
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