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ASH BROKERAGE - PLATINUM PARTNER 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802 (800) 589-3000 ​ ​ Mike McGlothlin, CFP, CLU, ChFC, LUTCF Executive Vice President

NAIFA-INDIANA LEADERSHIP 2024 BOARD OF TRUSTEES PRESIDENT Jeremy Stackhouse, CLU, LTCP, ChFC New York Life 1800 South Street Lafayette, IN 47904 260-687-9721 Email PRESIDENT-ELECT Kyle Cyr Cyr Ins. & Financial Services 6317-A Constitution Dr. Fort Wayne, IN 46804 260-456-4405 Email SECRETARY/TREASURER Zary Lete, LUTCF, CLTC Callistus Smith Agency, Inc. 3415 Paoli Pike Floyds Knobs, IN 47119 812-944-7711 Email IMMEDIATE PAST PRESIDENT Daniel Stallings Stallings Wealth Management 2900 N. Oakwood Ave. Muncie, IN 47304 317-752-0894 Email EXECUTIVE DIRECTOR Sandy Gray NAIFA-Indiana 1717 E. 116th St., Ste. 104 Carmel, IN 46032 317-844-6268 Email CLASS OF 2023 TRUSTEE Christopher Barnthouse, MBA, CLTC Northwestern Mutual 600 E. 96th, Ste 100 Indianapolis, IN 46240 317-819-0575 Email TRUSTEE Penny Gruener APPS 7007 Graham Rd., Ste. 120 Indianapolis, IN 46220 317-842-7155 Email TRUSTEE August (Jim) Hardee A. M. Hardee & Association 14074 Trade Center Drive, #114 Fishers, IN 46038 317-750-3575 Email TRUSTEE Vacant CLASS OF 2024 TRUSTEE Connie Marcum Marcum Benefit Group 1444 Horn Street, Suite 102 Clarksville, IN 47129 812-206-7105 Email TRUSTEE Sherrie Kramer The Sanders Agency 614 E Ireland Road South Bend, IN 46614 574 - 255-1875 Email TRUSTEE T. Ray Phillips, CFBS, AEP, ChFC Family Business Legacies 900 E. 96th St., Ste 300 Indianapolis, IN 46240 317-208-6312 Email TRUSTEE Mallie Reeder Senior and Employer Benefits 959 East Fourth Street Marion, IN 46952 765-382-3036 Email AT LARGE MEMBERS AT LARGE MEMBER Thomas R. Gearhart , CLU, ChFC Northwestern Mutual 211 S. Washington Street Marion, IN 46952 765-662-0411 Email AT LARGE MEMBER Brad Wethington , CLU, ChFC , RHU Lifetime Financial Growth 9000 Keystone Crossing, Ste. 300 Indianapolis, IN 46240 317-571-2365 brad.wethington@lfgco.com Email AT LARGE MEMBER Joe Cerda , MBA, CLU, LILI MassMutual Brokerage 900 E. 96th St., #300 Indianapolis, IN 46240 317-705-8105 Email LOBBYIST Jon M. Zarich, JD PO Box 459 Fishers, IN 46038 317-844-6268 Em ail 2024 COMMITTEE CHAIRS ANNUAL MEETING / BANQUET Vacant AHIA Mallie Reeder Senior and Employer Benefits 959 East Fourth Street Marion, IN 46952 765-382-3036 Email APIC / FEDERAL & STATE LEGISLATORS Non-publ ished Contact us for further information 317.844.6268 Email COMMUNICATIONS Christopher Barnthouse, MBA, CLTC Northwestern Mutual 600 E. 96th, Ste 100 Indianapolis, IN 46240 317-819-0575 Email DIVERSITY Vacant ​ FINAN CE Kyle Cyr Cyr Ins. & Finan cial Services 6317-A Constitution Dr. Fort Wayne, IN 46804 260-456-4405 Email GOLF OUTING Joe Cerda , MBA, CLU, LILI MassMutual Brokerage 900 E. 96th St., #300 Indianapolis, IN 46240 317-705-8105 Email GOVERNMENT AFFAIRS August (Jim ) Hardee A. M. Hardee & Association 14074 Trade Center Drive, #114 Fishers, IN 46038 317-750-3575 Email IFAPAC Connie Marcum Marcum Benefit Gro up 1444 Horn Street, Suite 102 Clarksville, IN 47129 812-206-7105| Email LILI Zary Lete, LUTCF, CLTC Callistus Smith Agency, Inc. 3415 Paoli Pike Floyds Knobs, IN 47119 812-944-7711 Email MEMBERSHIP ​ Kyle Cyr Cyr Ins. & Financial Services 6317-A Constitution Dr. Fort Wayne, IN 46804 260-456-4405 Email NOMINATIONS / FIELD PRACTICES Daniel Stallings Stallings Wealth Ma nagement 2900 N. Oakwood Ave. Muncie, IN 47304 317-752-0894 Email PROFESSIONAL GROWTH & LUTC Vac ant SPONSORSHIPS Vacant ​ YAT Mallie Reeder Senior and Employer Benefits 959 East Fourth Street Marion, IN 46952 765-382-3036 Email

PHOTOS OF EVENTS & MEMBERS Select the item below that you would like to view/print: ​ 2024 Al Cyr Day on the Hill 2023 National Leadership Conference 2023 S ummit 2023 State Golf Outing 2022 National Leadership Conference 2022 Summit 2022 State Golf Outing 2021 State Golf Outing

NAIFA National's NAIFA LIVE Webinar The monthly NAIFA Live webinars are a valuable benefit to NAIFA members and are available to you through Virtual Attendance. (Please note that CE is not available through the National broadcasts . NAIFA-Indiana will re-broadcast these sessions at a later date as part of their 2nd Thursday broadcasts. These re-broadcasts will offer CE credits . ) ​ To find out more about NAIFA Live and to reserve a spot in the next broadcast, visit the NAIFA Live website and select the desired session. ​ To find out more about Virtual Attendance , click here for info on how to use Zoom Webinar . ​ Note: NAIFA Live is available only to NAIFA members and is FREE . Be sure to make the following selections: Virtual: Attend virtually from your computer or mobile device " under Attendee Type Do NOT select "Face to Face: Attend at either the host location or a watch party site" " NAIFA Live " and " SAVE & FINALIZE REGISTRATION " under Attendee Selections

2024 Calendar of Events Here are the meetings scheduled for NAIFA-Indiana and SFSP Central Indiana members including CE meetings. Please use this calendar to save the date for these meetings. Details will be provided as they are confirmed. You may want to download or print this pdf file.

ASSOCIATION STAFF Association Headquarters: P.O. Box 459, Fishers, IN 46038 1717 E. 116th St., Ste. 104, Carmel, IN 46032 317-844-6268 State Executive Director Sandy Gray sandyg2012@naifa-indiana.org Accounting Administrator Mary Beaver maryb100@naifa-indiana.org Part-time Admin. / IT & Digital Comm. Sherman Crouch shermanc100@naifa-indiana.org

NAIFA-Indiana Meet & Greet This event is for NAIFA-Indiana members and 1 guest each, and for state legislators and 1 guest each. ISAHU members and guests may attend for $50 per person. Reservations must be made in advance . ​ Register now for this event . ​ Add to my calendar . Note the times of this event. It occurs on the first day after changing back to Standard time. Don't be too early! ​

NAIFA-Indiana Annual Meeting and Summit 2018 Tuesday & Wednesday, June 6-7, 2017 Oakwood Resort - Syracuse, IN Summit 2018 was held on June 6-7 at the Oakwood Resort in Syracuse, IN. A big THANK YOU to everyone involved, from the countless hours of planning and arranging, to every participant in the event. Please enjoy the following video recap of the event: Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Summit 2019 will be held on October 2-3 at the Horizon Convention Center in the revitalized downtown district of Muncie, IN. Make your plans today to attend .

Indiana State Representatives Lori Goss-Reaves & Kyle Pierce 2023 Thank you to Indiana Representatives Lori Goss-Reaves (IN HD-31) and Kyle Pierce (IN HD-36) for providing a Legistative Update for NAIFA-ECI. Below is a pictures of the attendees with the Representatives. ​ Visit Representative Goss-Reaves' Indiana House website here . ​ Visit Representative Pierce's Indiana House website here . ​ Pictured (l-r) are David Welsheimer, Sam Campbell, Tom Gearhart, Rep. Lori Goss-Reaves (IN HD-31), Michelle Walker, John Lozar, Nick McKinley, Kyle Wurtzel, Daniel Stallings (NAIFA-IN President), Mylon Logan, and Rep. Kyle Pierce (IN HD-36)

Foundation Home About Foundation Dollars for Scholars Education Grants Make a Contribution Leadership FOUNDATION FOR EDUCATION Contact us at: Indiana Financial Services Foundation For Education P.O. Box 459, Fishers, IN 46038 Phone: 317-844-6268 Email: sandyg2012@naifa-indiana.org Copyright © 2024 Indiana Financial Services Foundation For Education, All Rights Reserved