John Heinzinger

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.

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.

Caleb Jones is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management for institutional clients. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Jimmie Richardson is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at HomeTeam Inspection Service from 2014 to 2017. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.