Business Directory
Wealth Management Solutions
 
Shepherd Financial
Steve Wylam
111 Congressional Boulevard, Suite 100
Carmel, IN 46032
Phone: (317) 975-5033
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Bronze Member
Member Since: 2022

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Old National Bank
Lisa Stark
1430 South Range Line Road
Carmel, IN 46032
Phone: (317) 705-7700
Fax: (317) 705-7701
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2003

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Insurance Services, Investment Services, Commercial Lending, Retirement Planning, Private Banking Services, Mortgage Companies/Brokers
Old National Bank - 116th Street
Hayley Lowe
9765 E. 116th Street
Fishers, IN 46037
Phone: (317) 596-8400
Fax: (317) 596-8401
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2002

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Investment Services, Insurance Services, Commercial Lending, Retirement Planning, Private Banking Services, Mortgage Companies/Brokers
Old National Bank - 96th & Gray
Lisa Stark
4805 E. 96th Street
Indianapolis, IN 46240
Phone: (317) 818-8835
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2003

See Also Banks/Credit Unions/Savings and Loans, Financial Services, Insurance Services, Investment Services, Commercial Lending, Retirement Planning, Private Banking Services, Mortgage Companies/Brokers
Old National Bank - Geist
Julie Newby
9901 Fall Creek Road
Indianapolis, IN 46256
Phone: (317) 841-1600
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2003

See Also Banks/Credit Unions/Savings and Loans, Commercial Lending, Financial Services, Investment Services, Mortgage Companies/Brokers, Private Banking Services, Retirement Planning
Old National Bank - Noblesville
Jason Peters
15941 Cumberland Road
Noblesville, IN 46060
Phone: (317) 776-7530
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Leadership Investor
Old National (ONB) is a community bank with a 185-year old tradition of partnering locally to improve the lives of those where we live and work. In 2018, our staff donated nearly 73,000 volunteer hours to improve our local communities.

For eight consecutive years, we’ve been recognized as one of the World’s Most Ethical Companies, and one of only two U.S.-based banks to earn the recognition. With nearly $20 billion in assets, ONB is a top 100 bank, providing comprehensive Commercial and Personal banking services, wealth management, investment and capital markets services. Old National has 30 local branches and 190 in our five-state footprint, including Wisconsin, Minnesota, Michigan, Indiana and Kentucky. NASDAQ: ONB
Member Since: 2003

See Also Banks/Credit Unions/Savings and Loans, Commercial Lending, Financial Services, Insurance Services, Investment Services, Mortgage Companies/Brokers, Private Banking Services, Retirement Planning, Accounting Services
Whitinger & Company LLC
Richard Crist
10735 Sky Prairie Street, Suite 100
Fishers, IN 46038
Phone: (317) 841-6009
Fax: (317) 841-4777
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Gold Member
Member Since: 2011

See Also Accounting Services, Tax Preparation Services, Payroll Services, Investment Services
Aaron Wealth Advisors - Chicago
Cindy Gibson
515 N. State Street, Suite 1770
Chicago, IL 60654
Phone: (312) 506-5780
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Silver Member
Member Since: 2023

See Also Financial Services, Investment Services
Aaron Wealth Advisors - Indianapolis
Cindy Gibson
275 Veterans Way Suite 110
Carmel, IN 46032
Phone: (312) 506-5772
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Silver Member
Member Since: 2023

See Also Financial Services, Investment Services
Aaron Wealth Advisors - Newport Beach
Cindy Gibson
520 Newport Center Dr., Suite 100
Newport Beach, CA 92660
Phone: (949) 942-1201
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Silver Member
Member Since: 2023

See Also Financial Services, Insurance Services
C. H. Douglas & Gray Wealth Management
Chris Douglas
7040 N College Ave
Indianapolis, IN 46220
Phone: (317) 843-8300
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Silver Member
Member Since: 2018

See Also Investment Services, Retirement Planning