Joshua Grotheer is a financial advisor with Edward Jones in Madison, WI, holding the CFP® designation and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a passive participant in a neighborhood group coordinating real estate rental and purchase activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated trust and lending services.

Marc Haberli is a Series 66-licensed financial advisor with Edward Jones in Madison, WI, with two years of industry experience. Prior to joining Edward Jones in 2024, he spent 27 years at Epic Systems Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.