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Financial Planning Association of Northeast Ohio
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Board of Directors

Lauren R. Lippert, CPA, CFP®
mailto:llippert@mai.capital

Lauren R. Lippert, CPA, CFP®

President

MAI Capital Management LLC
6050 Oak Tree Blvd Suite 500
Independence, OH 44131
(216) 920-4850

Financial Planning Association of Northeast Ohio
Scott Brihn
mailto:scottb@PinnacleAdvisors.com

Scott Brihn

President Elect, Pro Bono Director

Pinnacle Wealth Planning Services, Inc.
6 W 3rd Street, #100
Mansfield, OH 44902
(419) 526-5226

Financial Planning Association of Northeast Ohio
Kayla Stowe, CFP®, CRPC®
mailto:KStowe@nmswealthmanagement.com

Kayla Stowe, CFP®, CRPC®

Chair, Past President

NMS Wealth Management
121 South Street
Chardon, OH 44024
(440) 510-1901

Financial Planning Association of Northeast Ohio
Bob Casarona, CFP®
mailto:bcasarona@sequoia-financial.com

Bob Casarona, CFP®

Treasurer

Sequoia Financial Group
6095 Parkland Blvd., Suite 210
Cleveland, OH 44124
(440) 473-1115

Financial Planning Association of Northeast Ohio
Tyler M. Colton, CPA/PFS, CFP®
mailto:tyler.colton@mai.capital

Tyler M. Colton, CPA/PFS, CFP®

Advocacy Director

MAI Capital Management LLC
6050 Oak Tree Blvd Suite 500
Independence, OH 44131
(216) 920-5147

Financial Planning Association of Northeast Ohio
Rich Kammer
mailto:richk@pinnacleadvisors.com

Rich Kammer

Director

Pinnacle Advisors
6 West Third Street Suite 100
Mansfield, OH 44902
(419) 526-5226

Financial Planning Association of Northeast Ohio
Mac McLaughlin, CFP®
mailto:MMcLaughlin@wellspringadvisorsllc.com

Mac McLaughlin, CFP®

Partnership Director

Wellspring Financial Advisors
5900 Landerbrook Dr., Suite 100
Cleveland, OH 44124
(216) 367-0680

Financial Planning Association of Northeast Ohio

Kimberly Murphy, CFP®
mailto:kmurphy@stratosadvisors.com

Kimberly Murphy, CFP®

Director

Park Edge Advisors, LLC
2360 West 11th Street
Cleveland, OH 44113
(440) 578-7505

Financial Planning Association of Northeast Ohio
Jim Perrine, CFP®
mailto:jim.perrine@mai.capital

Jim Perrine, CFP®

Membership Director

MAI Capital Management LLC
6050 Oak Tree Blvd, Suite 500
Independence, OH 44131
(216) 920-4800

Financial Planning Association of Northeast Ohio
Alexander Rupert, CFP®
mailto:arupert@sequoia-financial.com

Alexander Rupert, CFP®

Director

Sequoia Financial Group
3500 Embassy Pkwy, Ste 100
Akron, OH 44333
(330) 374-1040

Financial Planning Association of Northeast Ohio
Jake Smail, CFP®
mailto:jaketssmail@gmail.com

Jake Smail, CFP®

NexGen Director

Demming Financial Services
13 New Hudson Rd
Aurora, OH 44202
(330) 562-2122

Financial Planning Association of Northeast Ohio
Lauren Smigelski
mailto:admin@fpa-neo.org

Lauren Smigelski

Chapter Executive

FPA of Northeast Ohio
2001 Crocker Road, Suite 510
Westlake, OH 44145
(216) 298-9095

Financial Planning Association of Northeast Ohio

Past Presidents Listing

View all past presidents of the Financial Planning Association of Northeast Ohio.

Upcoming Events

July 29, 2026

Summer Networking Social 2026

August 20, 2026

Summer Webinar: August 2026 – Net Unrealized Appreciation (NUA)

September 10, 2026

September 2026 Quarterly Meeting

November 17, 2026

November 2026 Quarterly Meeting

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Lauren Smigelski
Chapter Executive
FPA of Northeast Ohio

2001 Crocker Rd., Ste. 510
Westlake, OH 44145
(216)-298-9095
admin@fpa-neo.org

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