An excellent council

in our corner.

The Cornerstone Advisory Council is comprised of former members of our Professional Advisors Leadership Council. Its purpose is to recognize the positive impact of the advice, counsel, and service of these advisors, while serving as a tribute to the tremendous contributions and valuable professional relationships formed during their tenure. The Cornerstone Council 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 and former members include the following:


Kevin M. Alerding, JD
Ice Miller LLP
Elaine E. Bedel, CFP
Bedel Financial Consulting, Inc.
Timothy J. Bender, JD
Mallor Grodner Attorneys
Debora A. Bennett, CFP
Oxford Financial Group, Ltd
Angela M. Berg, JD
The National Bank of Indianapolis
Keenan Blanchford, CLU
Northwestern Mutual Financial Network
E. Davis Coots, JD
Coots Henke & Wheeler PC
Brad Coughill, CFP
Deerfield Financial Advisors, Inc.
Jeffrey Curtis, CPA
The Watermark Group
Louis E. Daugherty
Ellen M. Deeter, JD
Jeffrey S. Dible, JD
Frost Brown Todd LLC
John M. Duffy
UBS Financial Services, Inc.
Brian Eagle, JD
Eagle & Fein
Jan Edmondson, CFRE
Susan Elser, CPF
Elser Financial Planning, Inc.
Robert W. Elzer, JD
Faegre, Baker & Daniels, LLP
P. Richard Evans, CFP
Valeo Financial Advisors, LLC
Robert H. Everitt, JD
Kristin G. Fruehwald, JD
Brant O. Gardner, JD
Faegre Baker Daniels LLP
John A. Gardner, JD
Faegre Baker Daniels LLP
Gina M. Giacone, JD
Ice Miller LLP
Michael Giannamore, CFP, CPA, JD
MGA Professional Corporation
Nadine S. Givens
PNC Wealth Management
Geoffrey P. Gooch, CPA **
Amy Griman, JD
Fifth Third Investment Advisors
Derek C. Hamilton, JD
Elser Financial Planning
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
Diane Hubbard Kennedy, JD **
Attorney at Law
Donna Kellison, CPA, PFS
Blue & Co., LLC
John Kerr, CFP
Edward Jones Investments Westfield
Kenneth Klabunde, CFP
Precedent Asset Management
Aaron Klopfenstein
Ronald Blue & Co., LLC
David W. Knall
Stifel Nicolaus & Company, Inc.
Pamela K. Koehler, JD
Hall Koehler P.C.
Michael J. Langdon
Langdon Shaw Associates, Inc.
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., JD
Bose McKinney & Evans, LLP
Susan Maginn Christ, CLU
Maginn Wealth Advisors
Mike Manion
Woodley Farra Manion Portfolio Management, Inc.
Eric A. Manterfield, JD
Michael J. Mathews, CLU, CFP, ChFC
Northwestern Mutual Financial Network
Roger Mattingly **
Hilliard Lyons
Jeanne McMains
Galbraith & McMains, P.C.
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
Peggy Monson
Ann M. O’Hara, JD
Church Church Hittle & Antrim
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
Financial Partners Group
Mike Rasor, CPA
L. M. Henderson & Company
Diane R. Sargeant, JD
Cox Sargeant & Burns, P.C.
Elizabeth Schlueter, JD
Oxford Financial Group, Ltd.
Richard D. Seaver, CFP
Valeo Financial Advisors, LLC
William B. Sharkey
PricewaterhouseCoopers, LLP
J. Gregory Shelley, JD
Bose McKinney & Evans LLP
Jon F. Spadorcia, JD
Hall Render Killian Heath & Lyman
Lisa A. Stone, JD **
Lorelei Tolson, CPA/PFS, CFP, CEPA, CIMA
Oxford Financial Group, Ltd
John C. Trott, CFP
Valeo Financial Advisors, LLC
Elaine Waterhouse Wilson, JD **
Barnes & Thornburg, LLP
Leo G. Watson, Jr.
Spectrum Management Group
Gordon D. Wishard, JD
C. Daniel Yates, JD - Cornerstone Chair
Bose McKinney & Evans LLP

** CGP Advisory Council (previous version of PALC)