Brightstone Advisors LLP

Jeffrey Sturgis is a CFP® with 20 years of industry experience, currently serving as an advisor at Brightstone Advisors LLP since 2009. He has held roles at Forum Private Client Group, Linsco/Private Ledger Corp., Sturgis Private Client Group LLC, and Sturgis CPA Group LLC since 2005. Outside of his advisory work, he is the managing partner and 100% equity owner of Brightstone CPA's LLP, a public accounting practice. Brightstone Advisors LLP serves individual and high-net-worth clients, including retirees, professional service owners, small business owners, and corporate executives, offering discretionary investment management, consulting, family office, and financial planning services. The firm integrates tax compliance and planning through its affiliated accounting practice and emphasizes a tax-aware, diversified investment approach with a family office–style service model.

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TNT Luker, LLC, Primerica Financial Services, and PFS Investments Inc. since the early 1990s. Outside of financial advising, he is the managing member and owner of Lapel’s Ice Cream Plus, LLC in Lapel, Indiana. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professional service owners, small business owners, and corporate executives, offering discretionary investment management, consulting, family office, and financial planning services. The firm integrates tax compliance and planning through an affiliated CPA practice and emphasizes a tax-aware, diversified investment approach with a family office–style service model.

William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and over nine years of experience. Prior to joining Brightstone Advisors in 2025, he worked at Marcus & Millichap for seven years and at Indiana University Kelley School of Business for four years. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professional service owners, small business owners, and corporate executives, offering discretionary investment management, consulting, family office, and financial planning services. The firm integrates tax compliance and planning through an affiliated CPA practice and emphasizes a tax-aware, diversified investment approach with a family office–style service model.