Bob Casarona, CFP®

Bob Casarona, CFP®

President

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

Kayla Stowe, CFP®, CRPC®

Kayla Stowe, CFP®, CRPC®

President Elect, Membership Director

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

Kimberly Murphy, CFP®

Kimberly Murphy, CFP®

Chair, Past President

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

Mark Van Drunen, CFP®

Mark Van Drunen, CFP®

Treasurer

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

Kurt M. Thomas, CFP®, CLU®

Kurt M. Thomas, CFP®, CLU®

Secretary

J.L. Thomas & Company, Inc.
1500 Chester Avenue
Cleveland, OH 44114
(216) 241-2300

Scott Brihn

Scott Brihn

Pro Bono Director

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

Zach Gerber

Zach Gerber

NexGen Director

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

Lauren R. Lippert, CPA, CFP®

Lauren R. Lippert, CPA, CFP®

Director

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

Alexander Rupert, CFP®

Alexander Rupert, CFP®

Director

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

Elizabeth Scheiderer, CFP®

Elizabeth Scheiderer, CFP®

Director

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

Jake Smail

Jake Smail

Director

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

Lauren Smigelski

Lauren Smigelski

Chapter Executive

FPA of Northeast Ohio
1120 Chester Avenue, Suite 470
Cleveland, OH 44114
(216) 298-9095