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Professional Member Directory
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Complete Listing
1042 Rollover/QRP Investment
AAP Compliance
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Repurchase Obligation
Apple Growth Partners (now EIDE BAILLY see listing below)
Davin Gustafson
Matt Silla
Beachwood, OH
Click for Full Listing
216-674-3800
Barnes Wendling CPAs, Inc.
Floyd Trouten, III
Cleveland, OH
Click for Full Listing
216-566-9000 ext. 3312
Blue Ridge ESOP Associates
Thomas Roback, Jr.
Charlottesville, VA
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434-979-5500
Blue Ridge ESOP Associates
Pete Shuler
Columbus, OH
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614-656-1833
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
EIDE BAILLY
Eric Flickinger
Akron, OH
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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
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701-239-8500
EIDE BAILLY LLP
DesMoines, IA
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515-244-0266
GreatBanc Trust Company
Tracy Woolsey
Steve Ryan
Terese Krafcheck
David Van Ness
Lisle, IL
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630-810-4500
Integrated Retirement Plan Solutions, LLC
Adrienne Knauer
Cleveland, OH
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216-912-5970
Pilot Hill Advisors LLC
Robert Massengill
Summit NJ
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973-241-5783
Principal Financial Group
Joel Davis
Excelsior, MN
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651-302-8218
SCJ Fiduciary Services
Kjersti Cory
Smithfield, KY
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217-577-5447
SES ESOP Strategies
Ed Renenger
Bala Cynwyd, PA
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610-478-2238
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
Zabarsky & Associates, Inc.
Florence Zabarsky
Strongsville, OH
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440-572-4950