HEARTWOOD PLANNING GROUP NORTHWESTERN MUTUAL PRIVATE CLIENT GROUP IS YOUR LEGACY IN GOOD HANDS? With first-hand farming experience, we know the stakes are high. That's because farming is more than a business; it's a lifestyle families want to pass down to the next generation. At Heartwood Planning Group, we help families in the agricultural business to grow, preserve, and transition land and wealth to future generations. And we do it by cultivating a holistic, needs-based financial plan that aligns goals with actions for todayand in the days to come. Matthew Henry Private Wealth Advisor & Partner LET'S GET STARTED 260.443.7653 Forbes 2025 Ashley Stockwell Director of Marketing & Client Experience heartwood@nm.com Kyle Mote Associate Financial Representative heartwood.nm.com BEST-IN-STATE WEALTH MANAGEMENT TEAMS POWERED BY SHOOK RESEARCH Forbes BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONALS 2024 SHOOK RESEARCH Forbes has routinely recognized Heartwood Planning Group among the top financial professionals and teams. Forbes has recognized Jeff Rapp, Kyle Wurtzel, Grant Goeglein, Matthew Henry, Alex Reinhard, and Daniel Pifer among the nation's top financial professionals. Forbes "Best-in-State Wealth Management Teams" list (January 2025) and "Top Financial Security Professionals" list (July 2024). Research and ranking provided by SHOOK Research, LLC. Northwestern Mutual (NM) and its advisors do not pay for placement on third-party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). 2025. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include: Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. Northwestern Mutual Wealth Management Company (NMWMC) (investment advisory and trust services), a federal savings bank. Not all Northwestern Mutual representatives are advisors. Only those representatives with "advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. NM and its subsidiaries are in Milwaukee, WI. Matthew Louis Henry uses Heartwood Planning Group as a marketing name for doing business as a representative of NM. Heartwood Planning Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. To view detailed disclosures regarding individual representatives, view their information at heartwood.nm.com. HEARTWOOD PLANNING GROUP NORTHWESTERN MUTUAL PRIVATE CLIENT GROUP IS YOUR LEGACY IN GOOD HANDS ? With first - hand farming experience , we know the stakes are high . That's because farming is more than a business ; it's a lifestyle families want to pass down to the next generation . At Heartwood Planning Group , we help families in the agricultural business to grow , preserve , and transition land and wealth to future generations . And we do it by cultivating a holistic , needs - based financial plan that aligns goals with actions for today and in the days to come . Matthew Henry Private Wealth Advisor & Partner LET'S GET STARTED 260.443.7653 Forbes 2025 Ashley Stockwell Director of Marketing & Client Experience heartwood@nm.com Kyle Mote Associate Financial Representative heartwood.nm.com BEST - IN - STATE WEALTH MANAGEMENT TEAMS POWERED BY SHOOK RESEARCH Forbes BEST - IN - STATE TOP FINANCIAL SECURITY PROFESSIONALS 2024 SHOOK RESEARCH Forbes has routinely recognized Heartwood Planning Group among the top financial professionals and teams . Forbes has recognized Jeff Rapp , Kyle Wurtzel , Grant Goeglein , Matthew Henry , Alex Reinhard , and Daniel Pifer among the nation's top financial professionals . Forbes " Best - in - State Wealth Management Teams " list ( January 2025 ) and " Top Financial Security Professionals " list ( July 2024 ) . Research and ranking provided by SHOOK Research , LLC . Northwestern Mutual ( NM ) and its advisors do not pay for placement on third - party rating or ranking lists . NM and its advisors do , however , pay marketing fees to these organizations to promote the rating or ranking ( s ) . 2025. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company ( NM ) ( life and disability Insurance , annuities , and life insurance with long - term care benefits ) and its subsidiaries . Subsidiaries include : Northwestern Mutual Investment Services , LLC ( NMIS ) ( investment brokerage services ) , a registered investment adviser , broker - dealer , and member of FINRA and SIPC . Northwestern Mutual Wealth Management Company ( NMWMC ) ( investment advisory and trust services ) , a federal savings bank . Not all Northwestern Mutual representatives are advisors . Only those representatives with " advisor " in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services . NM and its subsidiaries are in Milwaukee , WI . Matthew Louis Henry uses Heartwood Planning Group as a marketing name for doing business as a representative of NM . Heartwood Planning Group is not a registered investment adviser , broker - dealer , insurance agency or federal savings bank . To view detailed disclosures regarding individual representatives , view their information at heartwood.nm.com .