Jeffrey Sturgis is a financial advisor at Brightstone Advisors LLP with 21 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Brightstone Advisors in 2009, he worked at Linsco/Private Ledger Corp. and Forum Private Client Group. Outside of his advisory role, he is the 100% owner and managing partner of Brightstone CPA's LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.

Timothy Luker is a financial advisor at Brightstone Advisors LLP with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously been affiliated with Primerica Financial Services and Primerica Advisors. Outside of his financial career, he is the managing member and owner of Lapel's Ice Cream Plus, LLC. Brightstone Advisors serves individual and high-net-worth clients, offering portfolio management, family office services, and financial planning. The firm employs a long-term, diversified investment approach and integrates tax services through an affiliated registered public accounting practice.

William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and one year of industry experience. Prior to joining Brightstone, he worked at Marcus & Millichap for seven years and spent four years at Indiana University Kelley School of Business. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, providing discretionary and non-discretionary portfolio management, family office services, and ongoing financial planning. The firm emphasizes long-term, diversified portfolios using fundamental analysis and modern portfolio theory, and integrates tax and accounting services through an affiliated CPA practice.