Scott Gambrel

Jessica Bokhart is a CFP® professional with 11 years of industry experience, currently serving at Market Street Wealth Management Advisors, LLC since 2006. She holds several community roles, including Treasurer of the Montgomery County Carnegie Museum Board of Directors, Vice President of the Women's Legacy Fund at the Montgomery County Community Foundation, and a paid board member of Crawfordsville Electric Light & Power. She also serves on the Investment Committee for the Montgomery County Community Foundation. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets across a nine-advisor team and emphasizes asset-allocation-driven portfolios using mutual funds and ETFs, ongoing monitoring, and a range of service options including wealth management and retirement planning.

John Heinzinger is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at CUNA Brokerage Services and Teachers Credit Union. Outside of his advisory roles, he serves as Secretary of Artisan Masterpiece, Inc., a for-profit business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kyle Lutes is a financial advisor with OSAIC based in Crawfordsville, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining OSAIC in 2024, he spent 21 years at Woodbury Financial. He is president of Lutes Wealth Management, a financial planning firm he has operated since 2011, and is involved in the sale of fixed insurance products. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive advisory and brokerage services, utilizing technology-driven investment processes and providing access to multiple custodial platforms and alternative investment options.

Caleb Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.