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.

Nominations for the new PALC class are typically accepted annually in April.

 

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