The ESOP Association
Advisory Committee on Finance Issues
Committee Members
Chair
Rebecca Glasgow
RBC Wealth Management
Scott Adamson
Arent Fox, LLP
Peter Aliferis
Pendo Advisors, LLC
Keith Apton
The Capital ESOP Group/UBS Financial Services, Inc.
Marc Baluda
Greenberg Traurig LLP
Chad Bell
Marcum LLP
Cara Benningfield
FORVIS
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
Donna Caruso
Windham Brannon, P.C.
Phillip Chou
AmbroseAdvisors, LLC
Tom Clarke
PNC Bank
Doug Dell
KeyBank
Tom DeSimone
Prairie Capital Advisors, Inc.
Mark Flinchum
Katz, Sapper & Miller
Mark Fournier
STOUT
Nicholas Francia
The Capital ESOP Group/UBS Financial Services, Inc.
Richard Glassman
ESOP Plus - Schatz Brown Glassman LLP
Erin Goldfarb
Moss Adams LLP
Lisa Hague
Stokastique LLC
Michael Harden
AmbroseAdvisors, LLC
Susan Hoesly
Verit Advisors, LLC
Chase Hoover
Acuity Advisors
Kreg Jackson
Houlihan Lokey
Nick Jevic
Fifth Third Bank
Mary Josephs
Verit Advisors, LLC
Daniel Kaczmarek
Chartwell Financial Advisory
Sean Kelleher
First Financial Bank 1
John Kober
Morgan, Lewis & Bockius LLP
Michael Kouyoumdjian
Roorda, Piquet & Bessee, Inc. CPAs
Leslie Lauer
RBC Wealth Management
David Macdonald
Woodforest Financial Group
Dan Markowitz
Boulay PLLP
Joseph Marx
Principal
William Merten
Winston & Strawn LLP
Jason Muhme
Northwest Bank
Lee Palmer
Wells Fargo
Marcus Piquet
AmbroseAdvisors, LLC
Adam Reeder
Empire Valuation Consultants, LLC
Curt Rubinas
RBC Wealth Management
Mark Russell
SES ESOP Strategies
Ginny Saloom
PNC Bank
Amy Schuster
PNC Bank
Kenneth Serwinski
Prairie Capital Advisors, Inc.
Sandy Shoemaker
Shoemaker Consulting LLC
Sandra Smith
Atlantic Management Company, Inc.
James Steiker
SES ESOP Strategies
Matthew Sullivan
Freedom Industries, Inc.
Brian Sweeney
Redpath and Company, Ltd.
Tristan Tahmaseb
ButcherJoseph & Co.
Witold Telezynski
Futureplan by Ascensus
Melissa Thomas
SCJ Fiduciary Services
David Thrush
Doeren Mayhew
Hannah Tullous
Mobilia Consulting
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