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Congratulations to Chris Cooke, Co-Chief Executive Officer, Partner, and Wealth Advisor at Cooke Financial Group, on his appointment to the 500 Festival Board of Directors for the 2026–2027 term.

The @500festival has been part of Indianapolis for nearly 70 years, bringing people together through traditions and experiences that extend well beyond race weekend. Its work also supports youth and community programs that make a lasting impact across Indiana.

Chris has been connected to the 500 Festival through Cooke Financial Group’s involvement with the organization over the past several years. We’re proud to see him bring his experience and perspective to the Board and serve an organization that means so much to our community.

Please join us in congratulating Chris on this opportunity to serve Indianapolis and the 500 Festival. Wealth advisor smiling at camera

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Who handles your accounts if something happens to your financial advisor?

Every client should ask this question.

If your advisor unexpectedly becomes unavailable, you should know who will step in and how your financial plan and investments will continue to be managed.

A strong continuity plan means you are not left trying to figure out what comes next during a challenging situation.

At Cooke Financial Group, our team-based approach means clients have continuity beyond a single advisor. More than one person understands your financial picture and can help when needed. Our team has more than 250 years of combined industry experience.

It may not be the first question you think to ask when choosing a wealth advisor. But it’s an important one. Wealth management team around board room table

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Brian Cooke and Chris Cooke and were named to the 2026 Forbes America’s Top 250 Wealth Advisors list for the ninth consecutive year.

The @forbes ranking, developed by @shookresearch, evaluates advisors using both quantitative and qualitative factors. The process considers more than assets and production, including client experience, best practices, client impact, and an advisor’s approach to working with clients.

Nine consecutive years on the list reflects the consistency Brian and Chris bring to their work and the relationships they have built with clients over decades.

Congratulations to Brian and Chris on this meaningful recognition.

Chris Cooke and Brian Cooke (2018-2026): Forbes America's Top 250 Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials. Two wealth advisors smiling at camera

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Plan for what matters.

For us, that means more than building a financial plan. It means understanding what matters most to each client and helping them make decisions around those priorities.

As an independent, fee-based wealth management firm, we have the flexibility to put advice first. Our fiduciary standard requires us to act in our clients’ best interests and put their needs ahead of our own.

That is what “Plan for what matters” means to us. Advice built around your goals, your priorities, and your life. Wealth management team smiling at camera

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To know where you are going, you must first understand where you are today.

During our 2026 Team Retreat, we took time to reflect on our history, align around our strategy, and discuss how we continue improving the experience we provide to clients.

Founder John D. Cooke joined us to share why he started Cooke Financial Group in 1969 and the principles that continue to guide us today. From the beginning, our focus has been on building relationships and providing advice that helps clients make better decisions.

As we continue to grow, staying connected to that foundation is essential. Creating lasting relationships has always been at the center of what we do, and it is a commitment we will continue to carry forward.

Thank you to our entire team for your engagement and participation. One team. One mission.

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Brian Cooke, Tammy Williams, and Chris Cooke were named to the 2026 Forbes Best-In-State Wealth Advisors list.

@forbes Best-In-State ranking, compiled by @shookresearch, is based on both quantitative and qualitative factors. It evaluates advisors on more than performance, including how they help clients navigate volatility, stay disciplined, and avoid emotional decision-making.

This recognition reflects the standard we hold ourselves to every day. It comes from our approach to long-term planning around the people, priorities, and goals that matter most to the families and institutions we serve.

(Not indicative of advisor’s future performance. Your experience may vary. Chris Cooke and Brian Cooke (2018-2026), Tammy Williams (2025-2026): Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials.) Wealth advisors smiling at camera.

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Our team enjoyed attending the AC Golf Classic VIP Night in advance of next week’s charity golf outing.

The evening brought together sponsors, supporters, and community partners to celebrate the impactful work of @acwish8’s annual charity event and @teacherstreasuresindy.

Margaret Sheehan and the entire Teachers’ Treasures team work tirelessly to provide free school supplies to Marion County teachers serving students in need. We're proud to be part of an initiative that empowers educators and supports local kids.

What made the night even more memorable was special guest Adam Schefter joined us virtually and shared inspiring stories from his career as a sports reporter and writer.

#ACGolfClassic26 Members of the Cooke Financial Group team attending a VIP night for sponsors ahead of an annual golf outing supporting a local organization

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We spent time this week in Louisville, Kentucky at the Sanctuary Wealth Investment Management Symposium (IMS).

The sessions focused on what's changing and what actually matters. A few takeaways we’re bringing back:

• Access is expanding. New investment opportunities are available, but selectivity matters more than ever.
• Technology is raising the bar. Better tools are improving decision-making, but they don’t replace discipline.
• Conversations are shifting. Clients want clarity and context, not more data or predictions.

Congratulations to Adam Malamed and the @sanctuarywealth team on hosting another insightful event for our Partner Firms. Cooke Financial Group wealth management team members attend 2026 Sanctuary Wealth Investment Management Symposium in Louisville.

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Brian Cooke and Chris Cooke were named to @barrons 2026 Top 1500 Financial Advisors list.

Six consecutive years of national recognition reflects our team's commitment to:

◆ Thoughtful advice.
◆ Consistent execution.
◆ Long-term trust.

(Chris Cooke and Brian Cooke (2026): Barron's Top 1500 Financial Advisors, created by Barron's. Presented in March 2026 based on data provided as of 09/2025. Chris Cooke and Brian Cooke (2021-2025): Barron's Top 1200 Financial Advisors, created by Barron's. Most recently presented in March 2025 based on data provided as of 09/2024. No fee was paid to be included in the ranking. A fee was paid to hold out in marketing materials. Not indicative of advisor's future performance. Your experience may vary.) Brian Cooke and Chris Cooke from Cooke Financial Group make Barron’s 2026 Top 1500 Financial Advisors list.

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Earlier this month, we attended the 18th and final Celebration of Caring Gala at Lucas Oil Stadium.

Eighteen years. One last night. $4.2 million raised for @peytonchildrens (PMCH).

Peyton was an excellent emcee as always. Special guests Dallas Clark, David Letterman, and Riley Green made it an evening to remember.

We've been proud sponsors of the @stvincentin Foundation and this gala for many years. Grateful we got to be there for the last one.

Thank you to everyone who made this event what it was, year after year. Cooke Financial Group attends 18th and final Celebration of Caring Gala at Lucas Oil Stadium.

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This morning, our team volunteered at the Humane Society for Hamilton County (HSHC).

We spent two hours on our feet sanitizing and restocking various containers.

The @hamiltonhumane team does this and so much more every single day. They show up with energy, heart, and a willingness to make a difference.

In 2025, they received approximately 4,000 animals and had a placement rate of 97%.

We’re grateful to support a mission that helps save lives, educate communities, and complete families. Thank you to Rebecca Stevens and the entire HSHC team for all they do. Cooke Financial Group volunteers at the Humane Society for Hamilton County (HSHC).

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Five of our wealth advisors were recognized as 2025 Five Star Wealth Managers: Chris Cooke, Brian Cooke, Lisa Grimes, Kevin McCurdy, and Tammy Williams.

Each has earned this award multiple times, reflecting their continued focus on serving clients with care and integrity. Congratulations to this outstanding group on another well-earned recognition.

(* Not indicative of advisor’s future performance. Your experience may vary. Chris Cooke, Brian Cooke, Lisa Grimes, and Kevin McCurdy (2012-2016 and 2018-2025), Tammy Williams (2022-2025): Five Star Professional Five Star Wealth Manager Award, created by Five Star Professional. Most recently presented in September 2024 based on data gathered from 11/2024 to 05/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.) Five Cooke Financial Group wealth advisors recognized as 2025 Five Star Wealth Managers

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