Caleb Wilson

Jessica Bokhart is a CFP® professional with 11 years of industry experience and has been with Market Street Wealth Management Advisors, LLC since 2006. She serves as Treasurer for the Montgomery County Carnegie Museum, is on the Investment Committee for the Montgomery County Community Foundation, and holds leadership roles with the Women's Legacy Fund and Crawfordsville Electric Light & Power board. Market Street Wealth Management Advisors serves individual and institutional clients, including high-net-worth individuals, businesses, foundations, charitable organizations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using a range of investment tools and third-party sub-advisors as part of its portfolio management approach.

Torey Rauch is a financial advisor with PNC Wealth Management in Crawfordsville, Indiana, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with PNC investments since 2009. Outside of his advisory role, he is the owner of Tillable Farmland, an agricultural enterprise. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation only to employees. The firm uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Bradley Gonso is a financial advisor with Edward Jones in Crawfordsville, IN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is involved with the Crawfordsville Housing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies, including both discretionary and non-discretionary options. The firm manages over $1 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

Tyler Baer is a financial advisor with Edward Jones in Crawfordsville, Indiana, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he owns and maintains the building for his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Austin Mccool is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Charles Schwab in 2018, he worked in healthcare staffing, chemical manufacturing, and retail. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of wealth advisory, brokerage, and custody services through integrated wrap fee programs and managed accounts. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment programs.

Caleb Jones is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Thrivent, Caleb worked at Fidelity Investments for four years and has held various roles outside the financial sector, including positions at Chick-Fil-A and Meten English. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”