Professional Council Members
Alan S. Acker, Esq.
Office of Alan S. Acker
Robert H. Albert, Sr., Esq.
Kagay, Albert, Diehl & Groeber
Misty H. Aldrich, Esq.
Campbell Hornbeck Chilcoat & Veatch LLC
Jerry O. Allen, Esq.
Bricker & Eckler, LLP
Harry W. Archer
CFP, ChFC, CLU, REBC, RHU
NettWorth Financial Group
Brian S. Artz, Esq.
Artz & Dewhirst, LLP
Jacintha Balch, Esq.
Balch Law
Charles H. Ballou, CFP
Raymond James Financial Services
James H. Balthaser, Esq.
Thompson Hine LLP
Robert B. Barnett, Jr., Esq.
Carlile Patchen & Murphy LLP
Philip B. Bartlett, JD, CPA
KPMG Peat Marwick LLP
Donald L. Beckett, Esq.
Porter Wright Morris & Arthur LLP
Bruce D. Bernard, JD, CPA
Rea & Associates, Inc.
Thomas J. Bonasera, Esq.
Dinsmore & Shohl LLP
Donald E. Bouffard, Jr.
Crowe, Chizek and Company LLP
Paul J. Breen, CPA
Professional Planning Consultants
Donna Buckley
The Huntington National Bank
James L. Budros, Jr., CFP
Budros, Ruhlin & Roe, Inc.
Stephen Cartwright
Sweney Cartwright & Co.
Joseph Casselli
Joseph Casselli & Associates
August A. Cenname
Merrill Lynch
Sheila A. Clark, Esq.
Clark & Lowe, LLC
Andrew Coen, MT, CPA
Norman, Jones, Enlow & Co.
I. David Cohen, CLU, ChFC, LUTC
The American College
T. J. Conger, CPA
John Gerlach & Company
Darci L. Congrove, CPA
GBQ Partners LLP
Richard E. Connolly, J.D.
Ward Connolly & Hodges
Joseph D. Cordiano
Merrill Lynch
Edward J. Cox, Jr., Esq.
Cox, Stein & Pettigrew Co., L.P.A.
Thomas W. Curry, CLU, ChFC
Curry & Co.
Jonathan D. Dargusch
JP Morgan
Robert T. Deitrick
Deitrick and Associates
R. H. Dillon, CFA
Diamond Hill Capital Management, Inc.
Patrick J. Dugan, Esq.
Squire, Sanders & Dempsey LLP
Harvey Dunn, Esq.
Schottenstein Zox & Dunn Co., LPA
Robert R. Dunn, Esq.
Bailey & Cavalieri LLC
Sean P. Dunn, JD
Sean P. Dunn & Associates
Jonathon S. Eesley
Bernstein Global Wealth Management
Harold C. Elliott
BNY Mellon Wealth Management
J. Richard Emens, Esq.
Chester Willcox & Saxbe LLP
Edward W. Erfurt, III, Esq.
Office of Edward W. Erfurt
R. Rader Feamster, Jr., CFP
Robert W. Baird & Company, Inc.
James B. Feibel, Esq.
William S. Fein, Esq.
Thompson Hine LLP
Victor J. Ferguson, Esq.
Vorys Sater Seymour and Pease LLP
Frederick L. Fisher, Esq.
Law Office of Frederick L. Fisher
Lloyd E. Fisher, Jr., Esq.
Porter Wright Morris & Arthur LLP
James G. Flaherty
James G. Flaherty, Attorney
Michael J. Ford, Jr.
Clenzo B. Fox, Esq.
Office of Clenzo B. Fox
Robert L. Fox
A.G. Edwards & Sons, Inc.
Donald E. Garlikov
The Garlikov Companies
Jack G. Gibbs, Jr., Esq.
Law Office of Jack G. Gibbs, Jr.
Thomas P. Giusti, CPA
Schneider Downs & Co., Inc.
Robert L. Gorman
Smith Barney
Myron C. Grauer, JD
Capital University Law School
William T. Grové
UBS Financial Services, Inc.
Paul A. Gydosh, Jr., CFP
Kensington Wealth Partners, LTD
Sandra K. Haines, CFP
Ameriprise Financial Inc.
R. Matthew Hamilton, CFP
Hamilton Capital Management
Paul A. Hanke, Esq.
Porter Wright Morris & Arthur LLP
James A. Hardgrove, Esq.
James A. Hardgrove, Co. LPA
Robert D. Hays, JD
Morgan Stanley Smith Barney
Edward C. Hertenstein, Esq.
Roetzel & Andress
George M. Hoffman, Esq.
George M. Hoffman, LLC
Bryan K. Hogue, Esq.
Carlile Patchen & Murphy LLP
Damon P. Howarth
Park National Corp.
C. Lawrence Huddleston, Esq.
Dundon & Huddleston LLP
David L. Humphrey, Esq.
Zaino & Humphrey LPA
Liam J. Hurley
MS, CFP, CIMA, EA
Summit Financial Strategies, Inc.
Frederick M. Isaac, Esq.
Isaac Brant Ledman & Teetor
Charles M. Jarrett, CFP, CLU, ChFC
Merrill Lynch
Garry W. Jenkins, JD
Ohio State University Moritz College of Law
Wayne A. Jenkins, Esq.
Dinsmore & Shohl LLP
David Johnston
Johnston Investment Consultants, Inc.
Linda L. Kay
WesBanco Bank, Inc.
Charles J. Kegler, Esq.
Kegler, Brown, Hill & Ritter
Robert S. Keidan, CFP
Keidan Financial Consultants
Charles A. Kerwood, III, CFP
Waller Financial Planning Group, Inc.
Russell W. Kessler, Esq.
Kessler & Ballenger Co., LPA
Lori L. Kimm, Esq.
Chester Willcox & Saxbe LLP
J. Anthony Kington, Esq.
Chester Willcox & Saxbe LLP
Thomas R. Kromer
Deloitte Tax LLP
Kathleen E. Lach, CFM
UBS Financial Services, Inc.
William M. Lane, Esq.
Lane, Alton & Horst LLC
Mark B. LaPlace, CPA
GBQ Partners LLC
Gordon F. Litt, Esq.
Bricker & Eckler, LLP
Jeffrey R. Loehnis, CFP
Hamilton Capital Management
Roger A. Lossing, CPA, CFP, JD
National City Bank
Harlan S. Louis, Esq.
Bailey & Cavalieri LLC
John C. Lucas, Esq.
Lucas, Prendergast, Albright, Gibson, & Newman
Ronald G. Lykins, CPA
Ron Lykins & Company
Daniel L. Mann, Jr., Esq.
Office of Daniel L. Mann
Richard J. Martin, CFP
The Steinhaus Financial Group, Inc.
Douglas P. Mayr, CPA
Cohen & Company
George R. McCann, Esq.
Fry, Waller & McCann
C. Granger McKinney, Managing Director - Investments
Wells Fargo Advisors LLC
Mark A. McLeod, Esq.
McLeod Law Office
William J. McLoughlin, Esq.
Metz & Bailey
Robert D. Meyers, Mananging Director - Investments
Wells Fargo Advisors LLC
Timothy B. Michaels, CPA
Deloitte Tax LLP
Martha G. Miller, JD
JPMorgan Private Client Services
Sharon L. R. Miller, Esq.
Blaugrund, Herbert & Martin, Inc.
Anthony F. Mollica, CRF, ASA, CBA
Anthony F. Mollica & Associates, Inc.
Karen M. Moore, Esq.
Bricker & Eckler, LLP
Douglas S. Morgan, Esq.
Calfee Halter & Griswold LLP
Robert V. Morris, II, Esq.
Metcalf Duren Morris Starkey & Waid LLC
William A. Morse, Esq.
Law Office of William A. Morse
Richard R. Murphey, Jr., Esq.
Squire, Sanders & Dempsey LLP
Craig S. Myers, JD
Myers Financial Services LLC
Dennis R. Newman, Esq.
Isaac Brant Ledman & Teetor
Erik Niermeyer, First Vice President - Investments
Wells Fargo Advisors LLC
Richard H. Oman, Esq.
Vorys Sater Seymour and Pease LLP
Mark J. Palmer, JD
The Joseph Group, Inc.
Matthew D. Palmer, CFP
The Joseph Group, Inc.
Theodore W. Paris, Jr. (Ted)
JPMorgan
Richard V. Patchen, Esq.
Carlile Patchen & Murphy LLP
Michael H. Perrini
Robert W. Baird & Company, Inc.
Michael A. Petrecca, CPA
PricewaterhouseCoopers LLP
Clark P. Pritchett, Jr., Esq.
Rance, Pritchett, Brantner, Keller & Ely Co. LPA
Thomas C. Puleri
Merrill Lynch
Thomas J. Riley, Esq.
Hahn, Loeser & Parks
Paul D. Ritter, Jr., Esq.
Kegler, Brown, Hill & Ritter
Robert M. Roach, CLU, ChFC
Northwestern Mutual Life
T. Calloway Robertson, III
Fifth Third Bank
Barry R. Robinson, Esq.
Baker & Hostetler
William K. Root, Esq.
Resch and Root, LLC
Ronald L. Rowland, Esq.
Vorys Sater Seymour and Pease LLP
Rodger Schellhaas, CPA
Kagay & Schellhaas, CPAs
John D. Schuman, JD, CPA
Budros, Ruhlin & Roe, Inc.
Edward M. Segelken, Esq.
Porter Wright Morris & Arthur LLP
Mark D. Senff, Esq.
Baker & Hostetler
John L. Shockley, Esq.
Shockley & Naylor C., LPA
Lisa G. Shuneson, CPA
Whalen & Company
Thomas J. Sigmund, Esq.
Kegler, Brown, Hill & Ritter
Mr. Fredric L. Smith, Esq.
Squire, Sanders & Dempsey LLP
Beth K. Sparks, CFP
Raymond James & Associates, Inc.
H. Grant Stephenson, Esq.
Porter Wright Morris & Arthur LLP
John R. Stewart
Ferris, Baker Watts, Incorporated
David A. Swift, Esq.
Vorys Sater Seymour and Pease LLP
Mary Ten Eyck Taylor, Esq.
John Terakedis, Esq.
Schottenstein Zox & Dunn Co., LPA
Mark E. Vannatta, Esq.
Schottenstein Zox & Dunn Co., LPA
Sam J. Vogel, CFP
A.G. Edwards & Sons, Inc.
Larry Waller, CLU, ChFC, CFP
Waller Financial Planning Group, Inc.
Kevin A. Walsh, Senior Vice President - Investments
Wells Fargo Advisors LLC
Todd A. Weber, Esq.
Chester Willcox & Saxbe LLP
Lee A. Wendel, Esq.
Squire, Sanders & Dempsey LLP
Richard D. Wetzel, Jr., Esq.
Crabbe, Brown & James
Thomas R. Whitney, JD
The Delaware County Bank and Trust Company
Charles E. Wigton, III, JD
Park National Corp.
David C. Will
BNY Mellon Wealth Management
Roderick H. Willcox, Esq.
Chester Willcox & Saxbe LLP
Beatrice E. Wolper, Esq.
Chester Willcox & Saxbe LLP
R. Douglas Wrightsel, Esq.
Wrightsel & Wrightsel
Edward J. Yen
Merrill Lynch
Michael J. Zaino, Esq.
Zaino & Humphrey LPA
Michael C. Zid, Senior Vice President - Investments
Wells Fargo Advisors LLC