Ameriprise Financial

Ameriprise Financial has more than 110 years of history helping clients plan for retirement. We have more than 2.8 million individual, business and institutional clients, and more than $446 billion in owned, managed and administered assets as of Dec. 31, 2006.??We offer and distribute a broad array of investment and insurance protection products and services that help our clients stay on track toward their financial goals and dreams. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our more than 10,000 knowledgeable advisors who help clients prepare for the future.

Contact: Joe Mitchell
317-853-1100 x 311

Contact: Jason Andrews
317-810-5348

Bingham Greenebaum Doll

Our attorneys are knowledgeable in estate planning, individual, business and estate tax planning, estate administration, probate, guardianship, health care planning, and the use of various trusts, including testamentary, living, qualified personal residence, life insurance, grantor retained interest, charitable lead and charitable remainder trusts.

Contact: Jim Reed

Contact: Christi Anderson

Contact: Timothy Bender

Contact: Derek Hamilton
317-635-8900

Central Indiana Community Foundation

CICF serves as your trusted philanthropic advisor, helping you facilitate all forms of charitable giving and adding value to your clients' relationships. CICF is your "one stop shop" for information and expertise on meaningful ways to invest and distribute charitable contributions.

Contact: Rob MacPherson
317.634.2423

Morningstar, Inc.

Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor's practice. It features robust portfolio management and performance reporting, advanced research capabilities, sophisticated investment planning, and intuitive customer relationship management (CRM) tools for batch reporting and secure communications using the Client Web Portal.

Contact: Chris DeMale
312-696-6055