Advisory Committee on Finance Issues

Chair

Peter Aliferis
Managing Director
Pendo Advisors

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

Chuck Bachman
Senior Corporate Counsel
Menke & Associates, Inc.

Cara Benningfield
Partner
FORVIS MAZARS

Sarah Bothner
Senior Wealth Strategy Associate
The Capital ESOP Group/UBS Financial Services, Inc.

Peter Briggs
Managing Director
Shareholder Strategies, Inc.

Clifford Canavera
President
Canavera Financial Group, LLC

Regina Carls
Managing Director, Natl Head ESOP Advisory Group
J.P. Morgan

Alan Carlyle
Managing Director
First Financial Bank

Phillip Chou
Senior Managing Director
AmbroseAdvisors, LLC

Tom Clarke
Director, ESOP Solutions
PNC Bank

Jacob Cook
Director, ESOP Advisory
BDO Capital Advisors

Doug Dell
Executive Director
J.P. Morgan

Tom DeSimone
Managing Director
Prairie Capital Advisors, Inc.

Matthew Drake
Partner
BaseRock Partners

Thomas Dudley
Director
ButcherJoseph & Co.

Mark Fournier
Managing Director
STOUT

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

TJ Genz
Managing Partner
ESI Equity

Richard Glassman
Partner
ESOP Plus LLP, Attorneys at Law

Michael Harden
Senior Managing Director
AmbroseAdvisors, LLC

Jim Hilderbrandt
Wealth Advisor
J.P. Morgan

Chase Hoover
Managing Director
Acuity Advisors

Kreg Jackson
Managing Director
Houlihan Lokey

Brian Jenkins
Managing Director - ESOP 1042
J.P. Morgan

Anlai Jiao
Associate VP
Prudent Fiduciary Services LLC

Mary Josephs
Founder & CEO
Verit Advisors, LLC

Daniel Kaczmarek
Managing Director
Chartwell Financial Advisory

Katie Kimble
Managing Director
Monarch Investment Partners

Michael Kouyoumdjian
Managing Shareholder
Roorda, Piquet & Bessee, Inc. CPAs

Joseph Labetti
Vice President
Prairie Capital Advisors, Inc.

Will Lee
Managing Director
Applied Economics

Dillon Lewchuk
Director & Partner
Paralign Capital Partners

Brian Lowe
Associate Commercial Relationship Manager
First Financial Bank

David Macdonald
Managing Director - Head of ESOP Lending
East West Bank

Joseph Marx
VP Consulting
Principal

Shaun McGehee
Managing Director
Prairie Capital Advisors, Inc.

Michael Moyer
Client Service Officer
GreatBanc Trust Company

Lee Palmer
Relationship Manager
Wells Fargo

Marcus Piquet
Managing Shareholder
AmbroseAdvisors, LLC

Michael Podkulski
Managing Director
J.P. Morgan

Kyle Priebe
Sr. Associate
SES ESOP Strategies

Adam Reeder
Manager
Empire Valuation Consultants, LLC

Curt Rubinas
Managing Director
RBC Wealth Management

Mark Russell
Head, Finance Group
SES ESOP Strategies

Ginny Saloom
Managing Director
PNC Bank

Amy Schuster
SVP, ESOP Advisory
PNC Bank

Sandra Smith
Managing Director
Chartwell Financial Advisory

James Steiker
Chairman
SES ESOP Strategies

William Stewart
Managing Director
PCE Investment Bankers

Dan Stocker
President/CEO
Van Buren Bancorporation

Kevin Suchecki
Vice President, Middle Market Banking
Synovus Bank

Matthew Sullivan
CFO
Freedom Industries, Inc.

David Surbeck
Shareholder
Polsinelli, PC

Brian Sweeney
Partner
Redpath and Company, LLC

Witold Telezynski
Assist Director - Consulting Operations
Principal

Melissa Thomas
CEO
SCJ Fiduciary Services

David Thrush
Principal
Doeren Mayhew

James Walrack
Executive Vice President
First American Bank

Mark Weisheipl
Director
BDO Capital Advisors

Bill Wilson
Assurance Senior Manager
Baker Tilly US, LLP

Joshua Young
Financial Advisor
Corporate Liquidity Planning Group

Michael Zermeño
Shareholder
Roorda, Piquet & Bessee, Inc. CPAs