Advisory Committee on Finance Issues

Chair

Scott Adamson
Arent Fox, LLP

Peter Aliferis
Pendo Advisors, LLC

Keith Apton
The Capital ESOP Group/UBS Financial Services, Inc.

Chuck Bachman
Menke & Associates, Inc.

David Bales
STOUT

Marc Baluda
Greenberg Traurig LLP

Chad Bell
Marcum LLP

Cara Benningfield
FORVIS MAZARS

Sarah Bothner
The Capital ESOP Group/UBS Financial Services, Inc.

Peter Briggs
Shareholder Strategies, Inc.

Clifford Canavera
Canavera Financial Group, LLC

Regina Carls
J.P. Morgan

Alan Carlyle
First Financial Bank 1

Phillip Chou
AmbroseAdvisors, LLC

Tom Clarke
PNC Bank

Jacob Cook
BDO Capital Advisors

Doug Dell
KeyBank

Tom DeSimone
Prairie Capital Advisors, Inc.

Michael Fischer
Chartwell Financial Advisory

Mark Flinchum
Katz, Sapper & Miller

Mark Fournier
STOUT

Nicholas Francia
The Capital ESOP Group/UBS Financial Services, Inc.

TJ Genz
ESI Equity

Kaveh Gilanshah
The Capitol ESOP Group/UBS Financial Services, Inc.

Richard Glassman
ESOP Plus - Schatz Brown Glassman LLP

Michael Harden
AmbroseAdvisors, LLC

Chase Hoover
Acuity Advisors

Matthew Hricko
STOUT

Kreg Jackson
Houlihan Lokey

Nick Jevic
Fifth Third Bank

Mary Josephs
Verit Advisors, LLC

Daniel Kaczmarek
Chartwell Financial Advisory

Katie Kimble
Fundamental Income

John Kober
Morgan, Lewis & Bockius LLP

Michael Kouyoumdjian
Roorda, Piquet & Bessee, Inc. CPAs

Joseph Labetti
Prairie Capital Advisors, Inc.

Dillon Lewchuk
Paralign Capital Partners

Brian Lowe
First Financial Bank 1

David Macdonald
Woodforest Financial Group

Joseph Marx
Principal

Shaun McGehee
Prairie Capital Advisors, Inc.

Catherine Mericka
RBC Wealth Management

Lee Palmer
Wells Fargo

Gregg Peters
Macatawa Strategies

Marcus Piquet
AmbroseAdvisors, LLC

Leo Politz
Servantex Holding Company Inc

Adam Reeder
Empire Valuation Consultants, LLC

Curt Rubinas
RBC Wealth Management

Mark Russell
SES ESOP Strategies

Ginny Saloom
PNC Bank

Amy Schuster
PNC Bank

Sandy Shoemaker
Shoemaker Consulting LLC

Sandra Smith
Atlantic Management Company, Inc.

James Steiker
SES ESOP Strategies

William Stewart
PCE Investment Bankers

Kevin Suchecki
Synovus Bank

Matthew Sullivan
Freedom Industries, Inc.

David Surbeck
Polsinelli, PC

Brian Sweeney
Redpath and Company, Ltd.

Witold Telezynski
Futureplan by Ascensus

Melissa Thomas
SCJ Fiduciary Services

Jon Thomason
FORVIS MAZARS

David Thrush
Doeren Mayhew

Leah Turnbull
BMO

James Walrack
First American Bank

Bill Wilson
Moss Adams LLP

Joshua Young
UBS Financial Services

Michael Zermeño
Roorda, Piquet & Bessee, Inc. CPAs