Professional Advisor Network
Professional Advisor Leadership Council (PALC)
For more than twenty years, the Professional Advisor Leadership Council has convened a cohort of the most accomplished advisors in their respective fields to enhance their knowledge about charitable giving and to learn more about how to better support causes in our community. PALC is a group of approximately 30 professionals serving rotating three-year terms, who practice in the disciplines of law (estate planning, M&A, succession planning), accounting, financial planning, wealth advising and insurance. Nominations for the new PALC class are only received from current and former PALC members and are now being accepted through April 30.
PALC members are among the most accomplished practitioners in their respective fields. They meet several times each year to learn more about the community, CICF and its services for advisors and clients.
PALC members enhance their knowledge of charitable giving, CICF and the impact CICF donors have on Central Indiana and beyond. Nominated by their peers, members serve rotating three-year terms.
Former PALC members remain connected by serving as PALC Alumni.
Now Accepting PALC Nominations
Nominations for the new PALC class are now being accepted through April 30.
Current members of Our Professional Advisor Leadership Council
Leslie Appel Maher
Gregory & Appel
Tom Bayer, CPA
Sikich, LLP
Jeff Bodkin, CPA
BKD, LLP
Bruce Bittner, JD,
Church, Church, Hittle & Antrim
Meredith Carbrey, CFP,
Bedel Financial Consulting, Inc.
Mychal Eagleson, CFP, AIF, ChSNC
An Exceptional Life Financial
Lizzie Evans, CFP
Evans May Wealth
Russ Ford, CFP
Wayfinder Financial
Eddie Gill
Wise Financial
Carol Greer, JD
Greer Law, P.C.
Kevin Hampton
Diamond Capital Management
Brett R. Headley
J.P. Morgan Private Bank
Laurie D. Johnson, JD,
Boje, Benner, Becker, Markovich & Hixon, LLP
Marya E. Jones, JD,
IU Health Foundation
Matthew Lewis, JD
STAR Financial Bank
Andy Manchir, ASA, CMA, CEPA
Katz, Sapper & Miller, LLP
Marcus Miller, CPA, CFP
Deerfield Financial Advisors, Inc.
Jennifer Norton, JD
Norton Estate Planning & Elder Law Firm, LLC
Jason Noyan
J.P. Morgan Private Bank
Robert Phillips, CFA, CFP, CPA
Spectrum Management Group
Rodney Retzner, JD
Krieg DeVault, LLP
Rafael Sanchez, JD
Old National Bank
Kyle Sanders
Legacy Consultants Group
Tanya Stewart Overdorf, JD
Tanya S. Overdorf, P.C.
Peter Ten Eyck, JD
Hackman Hulett LLP
Ryan Thomas, CFP, CPA
Column Capital Advisors, LLC
Rebecca Thompson Boyle
Lessonly
Elizabeth Timme, JD
Ice Miller LLP
Seema Parikshak Verma, CPA, CGMA
BGBC Partners, LLP
Vincent Viveros, CFP
Charles Schwab Private Client Investment Advisory
Julia Weaver, JD, LLM,
The Trust Company of Oxford at Oxford Financial Group, Ltd
Professional Advisor Leadership Council Alumni
PALC Alumni are former members of our Professional Advisors Leadership Council. PALC Alumni members seek to continue their advocacy as ambassadors for CICF while using their professional expertise to further the impact of philanthropy in our community.
Current PACL Alumni
Kevin M. Alerding, JD
Ice Miller, LLP
Elaine E. Bedel, CFP
Bedel Financial Consulting, Inc.
Evan Bedel, CFP
Bedel Financial Consulting, Inc.
Bradley Bell, CPA
BGBC Partners, LLP
Timothy J. Bender, JD, CFP
Fidelity Investments
Debora A. Bennett, CFP
Oxford Financial Group, Ltd
Angela M. Berg, JD
The National Bank of Indianapolis
Mark Bernstein, CPA
Katz, Sapper & Miller, LLP
Keenan Blanchford, CLU
Northwestern Mutual Financial Network
Kristine Bouaichi, JD
Ice Miller, LLP
Annette Brogden, JD
Brogden Law Firm
Brian Cooke, CIMA
Cooke Financial Group of Wells Fargo Advisors
E. Davis Coots, JD
Coots Henke & Wheeler, PC
Trent Cowles, CIMA
Merrill Lynch
Kevin Clasen, CFP, CLU, ChFC, MSFS, CHSNC
WestPoint Financial Group
Brad Coughill, CFP
Deerfield Financial Advisors, Inc.
John Cremer, JD
Cremer & Cremer
Brendan Crews
New York Life Insurance Company
Anne Hamilton Curry, JD
Mallor Grodner Attorneys
William Dale, JD
Dale & Eke, PC
Ellen Deeter, JD, CFP, CTFA
Dale & Eke, PC
Jeffrey S. Dible, JD
Frost Brown Todd, LLC
Peter Donahoe, JD, MBA, CPA
Donahoe Irvin, P.C.
Bradley Dougherty, JD
Barnes & Thornburg, LLP
John M. Duffy
Morgan Stanley Smith Barney
Greg Duncan, JD
Bingham Greenebaum Doll, LLP
Brian Eagle, JD
Eagle & Fein
Matt Eckert, CFP
Avalon Wealth Advisory
Jan Edmondson, CFRM
Susan Elser, CFP
Elser Financial Planning, Inc.
Robert W. Elzer, JD
Faegre Drinker Biddle & Reath, LLP
P. Richard Evans, CFP
Valeo Financial Advisors, LLC
Robert H. Everitt, JD
Sean Fahey, JD
Hall Render Killian Heath & Lyman, PC
Nick Fohrer, CFP
Valeo Financial Advisors, LLC
Amy D. Frizzell, CFP, AAMS
BKD Wealth Advisors, LLC
Kristin G. Fruehwald, JD
Barnes & Thornburg LLP
Brant O. Gardner, JD
Faegre Drinker Biddle & Reath, LLP
John A. Gardner, JD
Faegre Drinker Biddle & Reath, LLP
Gina M. Giacone, JD
Ice Miller LLP
Michael Giannamore, CFP, CPA, JD
MGA Professional Corporation
Nadine S. Givens
PNC Wealth Management
Amy Griman, JD
Fifth Third Investment Advisors
Derek C. Hamilton, JD
Elser Financial Planning
Jerry Hammel, CPA
Blue & Co., LLC
Anne Hensley Poindexter, JD
Campbell Kyle Proffitt
Marc A. Hetzner, JD
Krieg Devault, LLP
Ivan Hoffman, CFP
Fi3 Financial Advisors, LLC
Jack G. Hittle, JD
Church, Church, Hittle & Antrim
William J. Holwager, JD
Holwager, Byers and Caughey
William M. Howell, CPA, CFP
Howell Financial Advisors
Brad Hulse, CFP
Morgan Stanley
Justin Kassanits, CPA, CFP
Column Capital Wealth Management
Susie Keaton, CPA
Somerset CPAs, P.C.
Donna Kellison, CPA, PFS
Blue & Co., LLC
Diane Hubbard Kennedy, JD
John Kerr, CFP
Edward Jones Investments Westfield
Richard Kissel, JD
Taft Stettinius & Hollister LLP
Kenneth Klabunde, CFP
Precedent Asset Management
Aaron Klopfenstein
Ronald Blue & Co., LLC
David W. Knall
Stifel Nicolaus & Company, Inc.
Pamela K. Koehler, JD
Kohler Law, LLC
Michael J. Langdon
Lawrence E. Lawhead, JD
Barnes & Thornburg, LLP
Robert Lazard, CPA
Crowe Horwath, LLP
Louis Lazaron, JD, CFP
Northwestern Mutual Wealth Management
Charles A. Liles
Charles A. Liles & Associates, Inc.
Diane L. Liptack, JD
Cremer & Cremer
L. Robert Lowe, Jr.
Susan Maginn Christ, CLU
Maginn Wealth Advisors
Eric A. Manterfield, JD
Krieg DeVault LLP
Michael J. Mathews, CLU, CFP, ChFC
Northwestern Mutual Financial Network
Roger Mattingly
Jane B. Merrill, JD
Nelson & Frankenberger
Karen Mersereau, MST, CPA/PFS, CFP
Oxford Financial Group, LTD
Beverly Brooks Miller
CLU, AEP, CAP
Marcy Molter, CPA
McGladrey, LLP
Sean Obermeyer, JD
Fifth Third Private Bank
Ann M. O’Hara, JD
Ice Miller
William R. Owen, Jr., CPA, CFP
BGBC Partners, LLP
Kevin Petrow, CPA
Petrow Vincent & Kane, P.C.
T. Ray Phillips, IV, CFBS, AEP
The Family Business Legacy Company, LLC
Nancy C. Pitt, JD, CFP
Financial Partners Group
William M. Pope, JD
Barnes & Thornburg, LLP
Sarah J. Randall, JD
Church, Church, Hittle & Antrim
Mike Rasor, CPA
L. M. Henderson & Company
Chad Reed, CFP, CPA
Valeo Financial Advisors, LLC
Peter N. Reist, CPA/PFS, AIF
Oxford Financial Group, LTD.
April Risk Arnett, JD
Faegre Drinker Biddle & Reath, LLP
Steven Robinson, JD
Robinson & Farthing, LLC
Ronald Salatich, JD
Wooden & McLaughlin, LLP
Diane R. Sargeant, JD
Cox Sargeant & Burns, P.C.
Elizabeth Schlueter, JD
Schlueter Legal Services, LLC
Richard D. Seaver, CFP
Valeo Financial Advisors, LLC
Beth Sease, JD
Burrus & Sease, LLP
William B. Sharkey
PricewaterhouseCoopers, LLP
J. Gregory Shelley, JD
Bose McKinney & Evans, LLP
Sara E. Smith, CPA
Sara E. Smith CPA Group, LLC
Jon F. Spadorcia, JD
Hall Render Killian Heath & Lyman
Thomas Sponsel, CPA/ABV, CFF
Sponsel CPA Group, LLC
Susan Steel, CFP, AEP
Deerfield Financial Advisors, Inc.
Lisa A. Stone, JD
Lorelei Tolson, CPA/PFS, CFP, CEPA, CIMA
Oxford Financial Group, Ltd
John C. Trott, CFP
Valeo Financial Advisors, LLC
Karin L. Veatch, JD
JPMorgan Asset Management
Andrew Vento, JD
Ice Miller, LLP
Dennis Voelkel, JD
Thrasher Buschmann & Voelkel, P.C.
Elaine Waterhouse Wilson, JD
Barnes & Thornburg, LLP
Leo G. Watson, Jr.
Spectrum Management Group
Mark E. Wise, CLU, ChFC, CASL
Northwestern Mutual – Wise Financial
Gordon D. Wishard, JD
C. Daniel Yates, JD – Cornerstone Chair
Bose McKinney & Evans, LLP
Jeffrey J. Yu, CPA, CFP
Column Capital Advisors, LLC