Market Street Wealth Management Advisors, LLC

Aaron Williams is a CFP® professional with eight years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He operates within a team of nine advisors based in Indianapolis, IN. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets with a focus on asset-allocation driven portfolios primarily composed of mutual funds and ETFs, supported by ongoing monitoring, rebalancing, and technology-enhanced client services.

Kyle Thompson is a CFP® with 15 years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2015. He holds a Series 65 license and acts as trustee of the Indy SH Revocable Living Trust. 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 variety of service options.

Kevin Ervin is a CFP® professional with 24 years of experience in financial advising. He has been with Market Street Wealth Management Advisors, LLC since 2001. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, businesses, private foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets and emphasizes asset-allocation driven portfolios using mutual funds and ETFs, along with ongoing monitoring and rebalancing.

Douglas Oneill is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding Series 65 and Series 66 licenses with 12 years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2008 to 2021 before joining Market Street Wealth Management Advisors in 2021. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individual clients, businesses, private 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 a Foundations program for smaller accounts.

Austin Angel is a CFP® professional with six years of industry experience, currently serving as an advisor at Market Street Wealth Management Advisors, LLC since 2018. He previously worked at Indiana State University from 2014 to 2018. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets and operates with a nine-advisor team across ten offices, emphasizing asset-allocation driven portfolios primarily using mutual funds and ETFs.

Katie Fischer is a CFP® professional with 11 years of experience in the financial advisory industry. She has been with Market Street Wealth Management Advisors, LLC since 2013 and is based in Indianapolis, IN. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, businesses, private foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets and operates with a nine-advisor team across ten offices, focusing on asset-allocation driven portfolios using mutual funds and ETFs alongside technology-enabled client servicing.

Patrick Roberts is a financial advisor at Market Street Wealth Management Advisors, LLC in Indianapolis, IN, holding a Series 65 designation with 11 years of industry experience. He has been with Market Street Wealth Management Advisors since 2015. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, businesses, private foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets for about 419 clients and operates with a nine-advisor team across ten offices, emphasizing asset-allocation driven portfolios constructed mainly with mutual funds and ETFs.

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.

Adriane Kulczar is a financial advisor at Market Street Wealth Management Advisors, LLC with Series 65 and Series 66 credentials and two years of industry experience. Her prior work includes roles at LPL Financial, CX Institutional, and PNC Bank. She has been with Market Street Wealth Management Advisors since 2020. Market Street Wealth Management Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individual clients, businesses, foundations, pension plans, and charitable organizations. The firm manages approximately $711 million in assets, serving about 419 clients through a nine-advisor team across ten offices, and focuses on asset-allocation driven portfolios using mutual funds and ETFs.