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.

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.