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Estate Planning
Adamy Valuation, Inc.
Nick Adamy
Grand Rapids, MI
616-284-3700
BakerHostetler
Ann Caresani
Cleveland, OH
216-861-6294
BakerHostetler
Susan Lubow
Stacy Wilhite
Columbus, OH
614-228-1541
Blue & Co.
Walt Eckert
Westerville, OH
614-222-1372
Blue & Co.
Brad Minor
Mike Staton
Thomas Wagner
Justin Schwartz
Carmel, IN
317-428-6841
Brady Ware & Company
Bob Evans
Brian Denlinger
Columbus, OH
614-885-7407
CLA "CliftonLarsonAllen LLP"
Ben Lochbihler
Maumee, OH
419-794-2005
Critchfield Critchfield & Johnston LTD
Christopher J. Pycraft
Wooster, OH
330-264-4444
EIDE BAILLY LLP
Kirk Lindemann
Fargo, ND
701-239-8500
EIDE BAILLY LLP
Travis Lance
Billings, MT
406-896-2437
EIDE BAILLY LLP
Matt Silla
Beachwood, OH
216-674-3745
EIDE BAILLY LLP
Eric Flickinger
Akron, OH
330-315-7801
Fifth Third Bank
Steven Kuhn - 513-534-0867
Nick Jevic - 513-604-7872
Cincinnati, OH
GBQ Capital Advisors
Brian Bornino
Joe Borowski
Craig Hickey
Drew Dixon
Columbus, OH
614-221-1120
GBQ Capital Advisors
Eric Dollin
Indianapolis, IN
317-423-9306
Highland Consulting Associates, Inc.
Richard Veres
Kevin Mahon
Kyle McNamara
Cleveland, OH
440-808-1500
Huntington Bank
Kevin Ward
Cincinnati, OH
513-310-0961
Integrated Retirement Plan Solutions, LLC
Adrienne Knauer
Cleveland, OH
216-912-5970
Levenfeld Pearlstein, LLC
Kristy Britsch
Pittsburgh, PA
312-448-1724
Maloney + Novotny LLC
David O. Reyes
Peter J. Chudyk
Chris Villari
Cleveland, OH
216-363-0100
McDonald Hopkins LLC
Jason Faust
Chicago, IL
312-280-0111
McDonald Hopkins LLC
Patrick Berry
Cleveland, OH
216-348-5400
Morgan Stanley
Victoria Hayward
Columbus, OH
614-473-2459
Pease Bell CPAs
Alex Kuzmik
Akron, OH
330-666-4199
Pease Bell CPAs
Grady McMichen
Cleveland, OH
216-348-9600
Prairie Capital Advisors, Inc.
Dan Callanan
Columbus, OH
614-768-7301
Prairie Capital Advisors, Inc.
Tim Jamison
Louisville, KY
502-644-0777
Rea
Paul Weisinger
Cleveland, OH
216-573-2330
THOMPSON HINE LLP
David Whaley
Cincinnati, OH
513-352-6681
Tucker Ellis LLP
Chelsea Mikula
Cleveland, OH
216-696-2476
Tucker Ellis LLP
Scott Stitt - 614-358-9304
Peter Jones - 614-358-9308
Columbus, OH
UBS Financial Services, Inc.
Joshua Young
Brenda Bennett
David Shaver
New Albany, OH
614-939-2214
Waldheger Coyne LPA
Mary Giganti
Cleveland, OH
440-835-0600
Walter | Haverfield LLP
Tim Jochim
Columbus, OH
614-246-2152
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