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 members of Cornerstone council (AS OF MARCH 2016)

Kevin M. Alerding, JD
Ice Miller LLP

Elaine E. Bedel, CFP
Bedel Financial Consulting, Inc.

Timothy J. Bender, JD, CFP
Fidelity Investments

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.

Anne Hamilton Curry, JD
Mallor Grodner Attorneys

Jeffrey Curtis, CPA
The Watermark Group

Ellen Deeter, JD, CFP, CTFA
Dale & Eke PC

Jeffrey S. Dible, JD
Frost Brown Todd LLC

John M. Duffy
Morgan Stanley Smith Barney

Brian Eagle, JD
Eagle & Fein

Jan Edmondson, CFRM

Susan Elser, CFP
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
Barnes & Thornburg LLP

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

Amy Griman, JD
Fifth Third Investment Advisors

Derek C. Hamilton, JD
Elser Financial Planning

Marc A. Hetzner, JD
Krieg Devault, LLP

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

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

Diane Hubbard Kennedy, JD

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

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

Mike Manion
Woodley Farra Manion Portfolio Management, Inc.

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

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

Diane R. Sargeant, JD
Cox Sargeant & Burns, P.C.

Elizabeth Schlueter, JD
Schlueter Legal Services, LLC

Richard D. Seaver, CFP
Valeo Financial Advisors, LLC

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

Lisa A. Stone, JD

Lorelei Tolson, CPA/PFS, CFP, CEPA, CIMA
Oxford Financial Group, Ltd

John C. Trott, CFP
Valeo Financial Advisors, LLC

Andrew Vento, JD
Ice Miller LLP

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