Professional Advisor Leadership Council

Partnering With Advisors

CICF’s Professional Advisor Leadership Council (PALC) is a select group of volunteers who represent the most accomplished charitable advisors in our community. They come together several times each year to learn about the charitable sector in central Indiana, refine their craft and network with their peers. They also help CICF improve our relationships with professional advisors by providing information about technical charitable issues and demonstrating how we can engage more of their colleagues in charitable advising. PALC members are practicing professionals from the estate planning, accounting, investment, insurance, and financial services industries. They are nominated by their peers and serve rotating three-year terms.  Upon completion of their term, PALC members stay connected by serving on CICF's Cornerstone Council.

2013 PALC Members

Keenan Blanchford, CLU
Northwestern Mutual

Jeffrey S. Dible, JD
Frost Brown Todd, LLC

Susan Elser, CFP
Elser Financial Planning, Inc.

John A. Gardner, JD
Faegre Baker Daniels, LLP

Anne Hamilton, JD
Kroger, Gardis & Regas, LLP

Derek C. Hamilton, JD
PNC Wealth Management

Mark Hetzner, JD
Kreig DeVault LLP

William M. Howell, CPA, CFP
Howell Financial Advisors

Donna Kellison, CPA/PFS
Blue & Co., LLC

John Kerr, CFP, AAMS
Edward Jones

Richard O. Kissel, II, J.D.
Taft Stettinius & Hollister LLP

Charles A. Liles
Charles A. Liles & Assoc., Inc.

Susan Maginn Christ, CLU
Maginn Wealth Advisors

Jane B. Merrill, JD
Nelson & Frankenberger

Marcy Molter, CPA
McGladrey LLP

William R. Owen, Jr., CPA, CFP
BGBC Partners LLP

T. Ray Phillips, IV, CFBS, AEP, ChFC,
The Family Business Legacy Company LLC

William M. Pope, JD
Barnes & Thornburg LLP

Sarah J. Randall, JD
Church, Church, HIttle & Antrim

Peter N. Reist, CPA/PFS, AIF
Oxford Financial Group, LTD.

Richard D. Seaver, CFP
Valeo Financial Advisors, LLC

J. Greg Shelley, JD
Bose McKinney & Evans LLP

Sara E. Smith, CPA
Sara E. Smith CPA Group, LLC

Jon Spadorcia, JD
Hall Render Killian Heath & Lyman, P.C.

Andrew Vento, JD
Ice Miller

Mark Wise, CLU, ChFC
Northwestern Mutual Financial Network

Jeffrey J. Yu, CPA, CFP - PALC Chair
Column Capital Advisors, LLC