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Indianapolis, IN

Advisors

Our experienced team of financial advisors is dedicated to helping you steward your wealth with wisdom, integrity, and purpose.

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Senior Advisors
Advisors
Private Wealth

Meredith Blessing

Manager, People Operations

Indianapolis, IN
Bio
Meredith Blessing
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Tim Bowman

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
Indianapolis, IN
Bio
Tim Bowman
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Bryan Chapman

Sr. Financial Advisor

CFP®
Greenwood, IN
Bio
Bryan Chapman
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Brent Dunn

Sr. Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Brent Dunn
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Everyday Steward

Mike Evans

Sr. Financial Advisor

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Mike Evans
Indianapolis, IN
Everyday Steward
Senior Advisor
Advisors
Everyday Steward

Scott Goldsmith

Sr. Financial Advisor, Sr. Partner

CKA®
CPA/PFS
Indianapolis, IN
Bio
Scott Goldsmith
Indianapolis, IN
Everyday Steward
Senior Advisor
Advisors
Private Wealth

Michael Graber

Sr. Private Wealth Advisor, Sr. Partner

CPA/PFS
Indianapolis, IN
Bio
Michael Graber
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Corey S. Harper

Sr. Private Wealth Advisor, Partner

CFP®
CPA
Indianapolis, IN
Bio
Corey S. Harper
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Ryan Harter

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Ryan Harter
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Layne D. Hoekema

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CPA/PFS
CWS®
Indianapolis, IN
Bio
Layne D. Hoekema
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Jeff Huitsing

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Jeff Huitsing
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth
Sports & Entertainment

Scott Kiesel

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Scott Kiesel
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Aaron Klopfenstein

Central Region Managing Director, Sr. Private Wealth Advisor, Sr. Partner

CFP®
Indianapolis, IN
Bio
Aaron Klopfenstein
Indianapolis, IN
Private Wealth
Senior Advisor
Regional Directors
Private Wealth

Sean Mansell

Director of Operations, Sr. Partner

CFA®
CFP®
Indianapolis, IN
Bio
Sean Mansell
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Everyday Steward

Sarah McKaig

Sr. Financial Advisor

CFP®
CKA®
CSA®
Indianapolis, IN
Bio
Sarah McKaig
Indianapolis, IN
Everyday Steward
Senior Advisor
Advisors
Private Wealth

John D. Miley III

Sr. Private Wealth Advisor, Sr. Partner

CPA/PFS
Indianapolis, IN
Bio
John D. Miley III
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Paul O'Bold

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Paul O'Bold
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Amanda Phillips

Private Wealth Advisor

CAP®
CFP®
CKA®
Indianapolis, IN
Bio
Amanda Phillips
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Scott Pothoven

Sr. Private Wealth Advisor, Partner

CFP®
Indianapolis, IN
Bio
Scott Pothoven
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Craig Westrick

Sr. Private Wealth Advisor, Sr. Partner

CWS®
Greenwood, IN
Bio
Craig Westrick
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Amy Wilson

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Amy Wilson
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Janine L. Zeltwanger

Sr. Private Wealth Advisor, Partner

CPA/PFS
Indianapolis, IN
Bio
Janine L. Zeltwanger
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Tim Bowman

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
Indianapolis, IN
Bio
Tim Bowman
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Bryan Chapman

Sr. Financial Advisor

CFP®
Greenwood, IN
Bio
Bryan Chapman
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Brent Dunn

Sr. Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Brent Dunn
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Everyday Steward

Mike Evans

Sr. Financial Advisor

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Mike Evans
Indianapolis, IN
Everyday Steward
Senior Advisor
Advisors
Everyday Steward

Scott Goldsmith

Sr. Financial Advisor, Sr. Partner

CKA®
CPA/PFS
Indianapolis, IN
Bio
Scott Goldsmith
Indianapolis, IN
Everyday Steward
Senior Advisor
Advisors
Private Wealth

Michael Graber

Sr. Private Wealth Advisor, Sr. Partner

CPA/PFS
Indianapolis, IN
Bio
Michael Graber
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Corey S. Harper

Sr. Private Wealth Advisor, Partner

CFP®
CPA
Indianapolis, IN
Bio
Corey S. Harper
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Layne D. Hoekema

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CPA/PFS
CWS®
Indianapolis, IN
Bio
Layne D. Hoekema
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Jeff Huitsing

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Jeff Huitsing
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth
Sports & Entertainment

Scott Kiesel

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Scott Kiesel
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Aaron Klopfenstein

Central Region Managing Director, Sr. Private Wealth Advisor, Sr. Partner

CFP®
Indianapolis, IN
Bio
Aaron Klopfenstein
Indianapolis, IN
Private Wealth
Senior Advisor
Regional Directors
Private Wealth

Sean Mansell

Director of Operations, Sr. Partner

CFA®
CFP®
Indianapolis, IN
Bio
Sean Mansell
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Everyday Steward

Sarah McKaig

Sr. Financial Advisor

CFP®
CKA®
CSA®
Indianapolis, IN
Bio
Sarah McKaig
Indianapolis, IN
Everyday Steward
Senior Advisor
Advisors
Private Wealth

John D. Miley III

Sr. Private Wealth Advisor, Sr. Partner

CPA/PFS
Indianapolis, IN
Bio
John D. Miley III
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Scott Pothoven

Sr. Private Wealth Advisor, Partner

CFP®
Indianapolis, IN
Bio
Scott Pothoven
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Craig Westrick

Sr. Private Wealth Advisor, Sr. Partner

CWS®
Greenwood, IN
Bio
Craig Westrick
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Janine L. Zeltwanger

Sr. Private Wealth Advisor, Partner

CPA/PFS
Indianapolis, IN
Bio
Janine L. Zeltwanger
Indianapolis, IN
Private Wealth
Senior Advisor
Advisors
Private Wealth

Meredith Blessing

Manager, People Operations

Indianapolis, IN
Bio
Meredith Blessing
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Ryan Harter

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Ryan Harter
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Paul O'Bold

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Paul O'Bold
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Amanda Phillips

Private Wealth Advisor

CAP®
CFP®
CKA®
Indianapolis, IN
Bio
Amanda Phillips
Indianapolis, IN
Private Wealth
Advisor
Advisors
Private Wealth

Amy Wilson

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Amy Wilson
Indianapolis, IN
Private Wealth
Advisor
Advisors
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