Full Schedule

Ashleigh Newlin (she/her/hers) – Chartwell Financial Advisory

Tina M. Langlois, n/a – Chartwell Financial Advisory

Alex Moss, MPPM (he/him/his) – Praxis Consulting Group

Joe Garza – CCC Group Inc.

Kim Blaugher, n/a – Beyster Institute

Pete Stavros (he/him/his) – KKR

Brian Khorsand – Khorsand ESOP Advisory, Inc.

Nikita Agarwal, CVA – Ventura ESOP Fidcuciary Services

Ivy Wan-Beltejar, ASA, CFA – Empire Valuation Consultants

Jade Palermo – Empire Valuation Consultants

Howard L. Kaplan (he/him/his) – Kaplan Financial Group

Rick Pearl, n/a (he/him/his) – Faegre Drinker Biddle & Reath

Ted Becker (he/him/his) – McDermott Will & Emery

Chris Cooper, n/a – Ohio Employee Ownership Center/Kent

Timothy Garbinsky, n/a (he/him/his) – National Center for Employee Ownership

Steve Storkan – Employee Ownership Expansion Network

Lindsay Isaac (she/her/hers) – National Center for Employee Ownership

Roy Messing – EOX

Steve Baker (he/him/his) – The Great Game of Business

Rich Armstrong (he/him/his) – The Great Game of Business

John Williams, n/a – Elucidate Resources LLC

Cathy Ivancic, n/a (she/her/hers) – Blue Ridge Associates - Workplace Development Communication

Pete J. Shuler, n/a (he/him/his) – Blue Ridge ESOP Associates

Barbara M. Clough, QPA, QKC, QKA (she/her/hers) – Blue Ridge ESOP Associates

Scott Freund, QPA, QKC – Blue Ridge ESOP Associates

Cathy Maddox

Cecilia Garcia

Barbara M. Clough, QPA, QKC, QKA (she/her/hers) – Blue Ridge ESOP Associates

Paul Grove – AXIA Consulting, Inc.

Justin Browder – AXIA Consulting

Pim Jager, n/a – Scott Insurance

Abby Zipoy

Kaity Burke, CPSM – Morrison-Maierle

Kailey Pratt (she/her/hers) – NMR Group Inc.

Colin Potter (he/him/his) – Mower

Ann M. Caresani, Attorney – BakerHostetler

Kevin Ward

Allison Wilkerson, JD (she/her/hers) – McDermott Will & Emery

Lance Studdard – The ERISA Fiduciary Group, LLC

John Penewitt, CPA (he/him/his) – LJA Engineering, Inc.

Melisa Gillis, M.Ed., PCC – Gillis Consulting

Mark Stailey – UNH Browne Center

Ben Winters – Web Industries, Inc.

Susan K. Bunz – Stellar Industries

Hillary L. Hughes, CFA (she/her/hers) – Prairie Capital Advisors, Inc.

Lynn Archer, JD (she/her/hers) – GreatBanc Trust Company

Ramona Rodriguez-Brooks, n/a (she/her/hers) – National Center for Employee Ownership

Grace Dawson (she/they) – National Center for Employee Ownership

Lindsay Isaac (she/her/hers) – National Center for Employee Ownership

Robert F. Schatz, n/a (he/him/his) – ESOP Plus®: Schatz Brown Glassman LLP

John P. Murphy – Atlantic Management Company, Inc.

David Moeller, n/a – Inside Edge Commercial Interior Services

Jessie Damm – Inside Edge Commercial Interior Services

Tarry Johnson – Inside Edge Commercial Interior Services

Chuck Bachman, n/a (he/him/his) – Menke & Associates

Dawn Goestenkors (she/her/hers) – Ti-Trust, Inc.

Ted Becker (he/him/his) – McDermott Will & Emery

Chris Kentra – Burke, Warren, MacKay & Serritella, P.C.

Blake Roter (he/him/his) – Burke, Warren, MacKay & Serritella, P.C.

Sam Boustred, n/a (he/him/his) – Scott Bader

Michael D. Hodgson (he/him/his) – Gripple Limited

Dan Markowitz, CPA – Boulay

Chris Buch, JD (he/him/his) – Vedder Price

Timothy A. Jamison – Prairie Capital Advisors, Inc.

Steve Ryan, n/a (he/him/his) – GreatBanc Trust Company

Scott Freund, QPA, QKC – Blue Ridge ESOP Associates

Sebastian Bennage, n/a – Sargent

Herbert R. Sargent – Sargent

Jesse D. Tyler (he/him/his) – Hypertherm Associates

Chris Nemeth, n/a – McDermott Will & Emery

Kris McFeely (she/her/hers) – Campbell & Company

Kara Eagens – Campbell & Company

Rosita Choy (she/her/hers) – Rosita Choy Consulting

Peter Aliferis, n/a – Pendo Advisors, LLC

Kjersti Cory – SCJ Fiduciary Services

Brian Hector – Morgan Lewis & Bockius

Henry Ventura, CFA, ASA – Prairie Capital Advisors, Inc.

Stephen C. James, Independent Trustee – SCJ Fiduciary Services

Loren Rodgers (he/him/his) – National Center for Employee Ownership

Grace Dawson (she/they) – National Center for Employee Ownership

Justin King, AM-BV, MBA – Ryan Valuation

Sheryl Lewis, MBA (she/her/hers) – ROI Communication

Kelly L. Scott, MS HR OD (she/her/hers) – ROI Communication, Inc.

Jose M. Jara, Esq. (he/him/his) – Fox Rothschild, LLP

Kjersti Cory – SCJ Fiduciary Services

Wil Becker, n/a – Chartwell Financial Advisory

Michael Voves – Dorsey & Whitney LLP

Dorothyanna Coffey, MS (she/her/hers) – The Omni Family of Services

Christopher Moynihan, Licensed Clinical Social Worker (he/him/his) – Omni Family of Services

Stephanie A. Crockett (she/her/hers) – Mower

Mindy Wheeler, n/a (she/her/hers) – Markey's

Mark Miller – Markey's

Jeannine Pendergast, CPA (she/her/hers) – Spinnaker Trust

Tabitha M. Croscut, n/a – Devine, Millimet & Branch, P.A.

Steven B. Greenapple, J.D. (he/him/his) – SES ESOP Strategies, a Stevens & Lee Company

Christine M. Hurt, CPA, MBA – Ayers Saint Gross, Inc.

Stephanie Olexa, PhD, MBA (she/her/hers) – Lead to the Future, LLC

Michael Biviano – BAMCO

Terese Krafcheck, CEBS, AIF – GreatBanc Trust Company

Susan Osterberg – Smith Seckman Reid, Inc.

Tim Priddy – SSR

Chris Staloch – Chartwell Financial Advisory

Avery M. Chenin, JD (he/him/his) – SCJ Fiduciary Services

Phillip Chou – AmbroseAdvisors, LLC

Will R. Rodriguez, CPA/ABV, CVA – Vision Point Capital, Inc.

Phillip Hayes, MBA/CVA – Berman Hopkins CPA

Gil Hantzsch, PE (he/him/his) – MSA Professional Services, Inc.

Eric Strickland, MBA – 3LS, Inc.

tracy E. Woolsey – GreatBanc Trust Company

Nataki Gregory, n/a (she/her/hers) – CT3

Brian Khorsand – Khorsand ESOP Advisory, Inc.

Sheryl Bayani-Alzona, Attorney (she/her/hers) – Employee Benefits Law Group, PC

Kendra Shipmon – CT3 Education Inc.

Joy Treadwell