[email protected]
6125 Memorial Drive
Dublin, OH 43017
Phone: (614) 357-0934

Jason Click holds a B.S. in Business/Finance from The Ohio State University, Fisher College of Business and has obtained his Certified Financial Planner™ certification. He has extensive investment experience and brings over 18 years of industry experience to his position. He has served in various management roles and financial advisory capacities throughout his career, and is currently a member of the firm’s executive management team. As well as being an instructor for State Treasurer’s CPIM training, State Auditor’s training, and various educational seminars, Jason is also a published contributor to industry publications.

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6125 Memorial Drive
Dublin, OH 43017
Phone: 440-662-8268

Eileen Stanic is a Senior Public Funds Advisor with Meeder Investment Management. She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. Over the years, she has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen is a graduate of Cleveland State University where she was the recipient of the Wall Street Journal Award. She is a Certified Treasury Professional (CTP) and a member of AFP, the Association for Financial Professionals. Based in the greater Cleveland area, Eileen is also member of the CFA Institute and the CFA Society of Cleveland. 

Since 1974, Meeder Investment Management and its affiliates have provided comprehensive investment solutions to its clients. Meeder provides various investment advisory services to state and local governments in Ohio, as well as administrative and participant services to both STAR Ohio and STAR Plus.

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3931 South Dixie Drive
Dayton, Ohio 45439
Phone: 513-469-3076

As of 2019, Justin has been an Employee Benefits Consultant at McGohan Brabender (MB), educating his clients and their workforce on maximizing productivity and profitability by becoming better health care consumers. Prior to joining MB, Justin worked in finance and accounting, serving as Assistant Finance Director for local government, a Senior Financial Analyst, an Auditor, and Tax Preparer. Justin is licensed in Ohio as a CPA and School Treasurer, holding a Bachelor's Degree in Accountancy and Finance and a Master's Degree in Accountancy, both from Wright State University. Justin utilizes his knowledge outside of his office hours by serving on his local school district's Finance Committee and Levy Committee.

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323 W. Lakeside Ave.
Suite 200
Cleveland, OH 44113
Phone: 216-685-1039

Sara M. Costanzo is a shareholder in the Cleveland office of Weltman, Weinberg & Reis Co., L.P.A., where her responsibilities include managing multiple practice groups, one of which is government collections and litigation.  She also handles a variety of complex consumer and commercial collections. Sara earned her bachelor’s degree in business administration and public relations from Heidelberg College, her law degree from Cleveland-Marshall College of Law and her M.B.A. degree from Cleveland State University. She is a member of the Ohio State and Cleveland Metropolitan Bar Associations. Sara is chair of the Board of Directors of the NE Ohio Division of the March of Dimes.  She is a member of the Heidelberg School of Business - Business Executive Advisory Board, Berg Business Board, as well as the Strongsville Education Foundation as a Trustee.  She is also a member of the Municipal Finance Officers Association and the Cleveland-Marshall College of Law Alumni Association, and was recognized by Crain's Cleveland Magazine as a Top 40 Under 40; as well as by Cincinnati Magazine in 2005, 2006 and 2011 as an Ohio Rising Star.

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150 Erie Court
Amherst, OH 44001
Phone: 614.427.3827

Tom is founder, President and CEO of Bonefish Systems. Mr. Mitchell has spent 18 years in the financial services sector holding numerous technology and business roles in large banks and insurance companies. Tom is a recognized technology leader in the financial industry where his experience in such areas as Data Warehousing and Information Management, Platform and Operational Support, Vendor Management, Governance, Data Enterprise Architecture, CRM, and Software Development and Engineering Integration have provided him with a very diverse background and thorough understanding of the financial industry.

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515 MOORE RD
STE 2
AVON LAKE, OHIO 44012
Phone: 614-427-3827

Clint is Vice President of Fiduciary Responsibility and Financial Controls at Bonefish Systems.  For the past 30 years Clint has worked in the financial services industry as an Investment Officer and Portfolio Manager working with cities, municipalities, school districts and government agencies all across Ohio and Pennsylvania.  Clint has also served as Chief Compliance Officer where he was responsible for establishing internal financial controls, identifying and mitigating risks and maintaining a disciplined oversight of the firm’s compliance procedures.

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10 West Broad Street
Suite 2300
Columbus, OH 43215
Phone: (614) 559-7287

As a member with the firm, Catherine divides her time between a traditional labor practice and employment work.  Her labor practice includes working with clients to improve labor relations and resolve labor disputes; creating and assisting with corporate campaigns and representation elections; helping companies stay union-free; handling unfair labor practice charges; representing companies through the labor arbitration process; and negotiating collective bargaining agreements.

Catherine's employment practice includes employment litigation; wage and hour litigation; discrimination, harassment, and retaliation investigations and litigation; drafting and litigating employment contracts; creating and implementing corporate training programs; advising and assisting companies in negotiating the WARN Act; drafting and enforcing workplace policies; and serving as counsel on all aspects of employer-employee relations.

Catherine has represented companies in federal and state courts and before the Equal Employment Opportunity Commission, Ohio Civil Rights Commission, the National Labor Relations Board, and the Pennsylvania Human Rights Commission.

While in law and business schools at the College of William and Mary, Catherine served on the William & Mary Law Review, was a founding member of both the Student Intellectual Property Society and the Child Law Advocacy Society, served as a Civil Procedure teaching assistant, and worked as a consultant for a Fortune 500 global defense and technology company. Catherine joined FBT in 2007 as an associate in the labor and employment department.

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30 West Spring Street
Columbus, OH 43215
Phone: (614) 466-7090

Susan Willeke is an accomplished government - relations professional with more than 20 years’ experience in public affairs, communication and public speaking.  Susan joined the Ohio Ethics Commission in 2005 as the Education and Communications Manager where she oversees and conducts educational and communication outreach.  In that position, Susan presents approximately 200 speeches annually, develops information strategies regarding agency programs and represents the Ethics Commission to Ohio citizens, the media and the Ohio legislature.  Prior to joining the Commission, Susan served in the communications office at the Ohio Environmental Protection Agency and as a legislative aide in the Ohio House of Representatives.   

Susan is a Summa Cum Laude graduate of Ursuline College in Pepper Pike, Ohio.  In 2011, she was selected to present at TEDx Columbus, a conference for “Ideas Worth Sharing” and identified as one of Central Ohio’s “Leading Thinkers and Doers.”

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4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494

Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains. 

Prior Experience
•  Baird Public Investment Advisors, Director and Portfolio Manager
•  Seasongood Asset Management, LLC, Chief Investment Officer 
•  Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager 

Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S.  Ryan’s speaking topics include:  Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.

Education

Master of Business Administration, Xavier University

Bachelor of Science in Accounting, University of Kentucky

Certifications

Chartered Finance Analyst (CFA)

Series 7, 24, 65 (inactive)

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84 Della Drive
Bloomingdale, OH 43910
Phone: (740) 512-6393

Alyssa Kerker is a graduate of the Franciscan University of Steubenville with a Bachelor’s of Science degree in Accounting as well as a Master’s Degree in Business Administration.  Prior to starting her career at The City of Steubenville, Mrs. Kerker retains positions with the mortgage broker industry and a public accounting firm. Her first position at the City of Steubenville was an account clerk and she quickly moved to Senior Accounting Administrator and later Finance Director. Although her passion is government, Alyssa resigned from her position at The City of Steubenville after 15 years to stay home with her 4 children.  Soon thereafter she gained a part time teaching position at Franciscan University of Steubenville where she teaches MBA and undergraduate accounting courses as well as develops online course for the Accounting and Masters program at the college.  

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4310 E 5th Ave
Columbus, Ohio 43219
Phone: 614-338-4795

Stacie is a State Accounting Manager 3 for the Ohio Office of Budget and Management (OBM). In her current role, she serves as the lead in Ohio’s Enterprise Grants efforts to include the implementation of an Enterprise Grants Management System and coordinating a grants management community of practice. Stacie previously worked for the Ohio Department of Public Safety, Ohio Emergency Management Agency as an Administrative Officer over the Administration Division. In her role, she was responsible for Finance and Grants Administration. Other experience includes work as an Assistant Auditor for the Ohio Auditor of State and an Internal Auditor for the Ohio Department of Public Safety. She has a Bachelor of Science in Accounting from The Ohio State University and a Master’s in Business Administration from Ashland University. She is a member of the National Grants Management Association and the Central Ohio Chapter of the Association of Government Accountants.

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525 Vine St
Cincinnati, OH 45202
Phone: 614-331-9079

Don Boian, an accomplished technology leader and award-winning information security expert, is the CyberSecurity Outreach Director for Huntington Bank. In this capacity, he works with customers and commercial clients to raise awareness of Information Security threats and vulnerabilities. He is also responsible for fostering closer partnership with government organizations that work in the cybersecurity space. Prior to this role, Boian served as Huntington’s Chief Information Security Officer for over 2 years.
Prior to joining Huntington, Boian spent 30 years at the National Security Agency and retired as a Defense Intelligence Senior Executive working both offensive and defensive cyber operations.
Active in the cyber security community, Boian serves on the board of the National Technology Security Coalition. He has received numerous service awards including the Chairman Joint Civilian Service Commendation Award, Dr. Louis Tordella Award, Meritorious Civilian Service Award, National Intelligence Meritorious Unit Citation, and the Joint Meritorious Unit Award. Mr. Boian is also a cyber security consultant for the U.S. Department of Energy.
Boian received his MS in electronic engineering from Johns Hopkins University and holds a bachelor’s degree in electrical engineering from The Ohio State University.

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440 Polaris Parkway
Suite 400
Westerville, OH 43082
Phone: (614) 583-8338

Ashley began her insurance career in at Arthur J. Gallagher & Company as an account executive and later held a marketing role at Philadelphia Insurance Companies.  She joined the Huntington team in 2012 as a marketing specialist and in 2014 Ashley accepted the role of marketing manager for the Commercial Lines Department.  She specializes in the areas of cyber liability and professional liability and spends time educating clients about their cyber risks both in individual placement discussions and cyber presentations across the agency footprint.

Ashley earned her Bachelor of Science in Finance from Miami University in Oxford, Ohio.  She also holds her Chartered Property Casualty Underwriter (CPCU), Registered Professional Liability Underwriter (RPLU), Associate in Risk Management (ARM) and Associate in Commercial Underwriting designations (AU).

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8534 Yankee Street
Suite 2B
Dayton, OH 45458
Phone: 5132626947

Kevin F. Nye, the Software Solutions regional account manager for Indiana and Northern Ohio, has a proven ability to listen to customers, – in both the public and private sectors – understand their needs and align strategies, tactics and products to help them achieve goals.  Based in Lebanon, Ohio, Software Solutions is a leader in ERP systems for governmental agencies. Nye develops new customer relationships, assists with software installation and follows up with clients to ensure that the software is utilized to its fullest capabilities.  Nye previously served as Director of Marketing for Appraisal Research Corporation, a leading governmental mass appraisal company in Ohio and Indiana.   He served as a support and implementation specialist for Solana, a leader in ERP software for entities that supply services for the developmentally disabled. He served six years as Henry (Ohio) County Auditor where he shifted the operating budget with a 5% carryover to a nearly 60% carryover while keeping operating expenses flat. Nye also was voted on to Patrick Henry Local School Board, serving two years as president. He began his financial services career as a bookkeeper for Homier and Sons, a large farm implement dealership in Continental and Payne, Ohio.  Nye earned his Bachelor of Business Administration Degree in Accounting from the University of Toledo in 1991. He resides in northwest Ohio with his wife, Krista, and they have three adult children, Taylor, Zach and Abby.  

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PO Box 230
Vermillion, OH 44089
Phone: (216) 215-7753

Mr. Sudsina, CEO of Sudsina & Associates, LLC, provides financial advisory and deal structuring services, plays an active role in the preparation of official statements for clients and regularly prepares issuers for credit rating presentations. His most critical role, however, is providing pricing and structuring oversight to ensure on-market pricing with the most flexible terms for clients' financings. He has served as financial advisor or lead banker to nearly 50 cities, counties, schools and special districts in Ohio and Pennsylvania. Overall, he has participated in more than 300 financings amounting to over $3 billion in par value.

Mike is one of only two Certified Independent Public Financial Advisors in the State of Ohio, a certification bestowed upon only highly qualified professionals by the National Association of Independent Public Financial Advisors (NAIPFA). He has published articles on the topic of municipal finance and lectured to numerous academic and professional organizations. He has served on the Debt Policy Committee of the Association of Public Treasurers of the U.S. and Canada, is a member of that organization of of the Government Finance  Officers Association, the Cleveland Chapter of the Municipal Finance Officers Association, the Association of School Business Officials and Sudsina & Associates is a firm member of NAIPFA. Mike has served on NAIPFA's Board of Directors and currently serves as the organizations Treasurer.

Mr. Sudsina formed Sudsina & Associates in 2002, after 10 years with A.G. Edwards' Cleveland Public Finance group and as head of Fifth Third Securities Cleveland Public Finance practice. Prior to his investment banking career, he held positions with Price Waterhouse, the City of Cleveland's Finance and Economic Development Departments and the firm of Deloitte & Touche. He received his B.S. in Business Administration from The Ohio State University and MBA, with a concentration in finance, from Cleveland State University, holds a CPA certificate and has passed a variety of securities exams.

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PO Box 230
Vermilion, OH 44089
Phone: (440) 773-5090

Mr. Szanto has over 40 years of experience in municipal and regional government and public finance. He has acted as Municipal Advisor or Senior Managing Investment Banker for hundreds of clients raising over $30 billion in tax-exempt obligations since 1981.  Stephen is proactive in rating agency, rating agency surveillance and insurance company presentations for his clients.  He has been involved with many rating agency upgrades.  Stephen has served as Municipal Advisor since 2000 for all types of issuers.  As such, he provides oversight on all aspects on both competitive and negotiated underwritings.  Mr. Szanto is certified by and serves on various committees of the National Association of Municipal Advisors.

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PO Box 230
Vermilion, OH 44089
Phone: (216) 288-3983

Michael Prcela has moved to Sudsina & Associates from previous biography.

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PO Box 230
Vermillion, OH 44089
Phone: (440) 320-7656

Mr. Van Wagnen provides analytical support for all clients including debt service structuring, actively assisting in the preparation of official statements and credit rating presentation and market research in advance of pricing and post-pricing. 

Prior to joining Sudsina & Associates Greg worked in various roles at JP Morgan Chase.  There he ran the technology aspect of their Wealth Management trading desk. He has also served as a risk management analyst for the JP Morgan Institutional Bond department where corporate client accounts ranged from $100 million to $12 billion.  He has spent time in multiple equity research roles in Columbus and Chicago and in a more analytical role he researched trading slippage costs of different brokers.  Between undergraduate and graduate school Greg worked as an accountant for JP Morgan Chase’s mortgage department.

Greg received a Bachelor of Science in Business Administration, Finance, and Economics from The Ohio State University and went on to attain a Master of Finance degree, also at OSU.  He is continuing his education in the Chartered Financial Analyst program and is planning to sit for the MSRB’s Series 50 exam.  Before attending college Greg worked at his family’s Cleveland based school bus and coach bus company running their payroll department and filling their general accounting needs.  Greg has also has passed the new Series 50 Pilot Exam for Municipal Advisors.

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1100 Superior Ave., #1350
Cleveland, Ohio 44114
Phone: 216-239-5507

A knowledgeable financial mentor with over 21 years of experience who strives to help individuals achieve financial wellness and retire with dignity and peace of mind with income that will last a lifetime.  Scott assists plan fiduciaries with understanding their role and responsibilities and putting together an organized plan to help ensure their retirement plan runs efficiently.

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105 WESTPARK RD
CENTERVILLE, OH 45459
Phone: 614-761-8600

Julie has worked at Safeguard for the past 4 years. Along with her experience within Safeguard and handling client’s check needs and other financial documents, she also worked within the financial industry for 4 years.