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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 16, 2026

Summer Webinar: July 2026 – The Mortgage Edge: What Every Advisor Should Know

July 22, 2026

NexGen: Guardians Game 2026

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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Contact Us

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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