Peter Van Der Hagen is a financial advisor with Edward Jones, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Joseph Wachtveitl is a financial advisor at Edward Jones in Madison, WI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Bank of Sun Prairie and has a background that includes roles at community credit unions and retail firms. Outside of financial services, he hosts trivia nights at local restaurants. 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 strategies, and manages over $1 trillion in assets through a nationwide network of advisors.

Andrew Peters is a Series 65-licensed financial advisor at Goldstein Advisors, LLC with four years of industry experience. He previously worked at Kestra Financial Inc., Arbor Point Advisors, and VOYOS Development Group, LLC. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary client assets. The firm uses tailored discretionary strategies and model portfolios across various risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Kyle Kerkenbush is a CFP® with 19 years of industry experience. He is currently with Goldstein Advisors, LLC and has previously worked at Kestra Financial Inc., Arbor Point Advisors, Securities America, and Ameriprise Financial Services. Outside of his advisory role, Kerkenbush serves as an assistant coach for Verona Youth Hockey. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets for over 1,000 clients, offering services including portfolio management, financial planning, pension consulting, and tax preparation. The firm employs tailored discretionary strategies, utilizes model portfolios across risk profiles, and accesses BlackRock funds due to its scale.

Adam Peters is a CFP® with 14 years of industry experience and is currently associated with Goldstein Advisors, LLC in Madison, WI. His prior experience includes roles at Kestra Financial Inc., Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing over $1 billion in discretionary client assets. The firm uses tailored discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagements.

Joseph Greene is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with three years of industry experience. Prior to his advisory career, he worked for over 30 years at the University of Wisconsin Hospital and Clinics and concurrently serves as CEO and owner of OrthoVise LLC, a healthcare consulting firm. Goldstein Advisors, LLC provides investment advisory and related services to individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary client assets using tailored, discretionary strategies and model portfolios that range from conservative to aggressive risk profiles.

Adam Hanewall is a financial advisor at Goldstein Advisors, LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Goldstein Advisors, he worked at Kestra Financial Inc. and Buttonwood Partners, Inc. Outside of his advisory work, he is involved with Sports Cards Grading, assisting in the organization and sorting of sports cards and collectibles. Goldstein Advisors, LLC offers investment advisory and related services to individuals—including high net worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary client assets using tailored discretionary strategies and model portfolios that range from conservative to aggressive risk profiles.

Jonathan Gausewitz is a financial advisor with Goldstein Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior firms include Ameriprise Financial Services, Inc., Securities America, Inc., Arbor Point Advisors, and Kestra Financial Inc. Outside of advising, he serves as a Masters Swim Coach with UWHealth. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Jack Van Dyke is a financial advisor at Goldstein Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Kestra Financial Inc., Goldstein Advisors, University of Wisconsin-Madison, Under Armour, and Van Dyke Builders. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary assets for over 1,000 clients using tailored portfolio strategies that range from conservative to aggressive risk profiles.

Ethan Neuens is an advisor at Goldstein Advisors, LLC in Madison, WI, holding Series 63 and Series 65 licenses. He has one year of industry experience and prior work history that includes roles at Kestra Financial Inc., Nicolet National Bank, and Schneider National. Goldstein Advisors, LLC provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary client assets. The firm employs tailored, discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Lisa Spadoni is a financial advisor at Goldstein Advisors, LLC in Madison, WI, with 17 years of industry experience. She holds a Series 66 designation and previously worked at firms including Kestra Financial Inc., Securities America, Inc., Ameriprise Financial Services, Inc., and Edward Jones. Outside of her advisory role, she serves on the Society of St. Vincent de Paul Centennial Advisory Council and is involved with the SVdP St. Maria Goretti Parish Conference and a local Business Professional Association. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary client assets. The firm employs tailored discretionary strategies across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Taylor Knutson is a financial advisor at Goldstein Advisors, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise, Kestra Financial Inc., and The Crow, among other firms. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary client assets using tailored portfolio strategies and model portfolios across a range of risk profiles.

Jon Goldstein is a CFP® and ChFC® with 28 years of industry experience. He is currently with Goldstein Advisors, LLC, a firm where he has worked since 2022, following prior roles at Kestra Financial Inc., Arbor Point Advisors, and Ameriprise Financial Services, Inc. Goldstein serves on the boards of the Wisconsin Perinatal Foundation, Madison4Kids, and the Boy Scouts of America - Glaciers' Edge Council, where he chairs the investment committee. Goldstein Advisors, LLC provides investment advisory and related services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $1.08 billion in discretionary assets for over 1,000 clients, employing tailored, discretionary strategies and model portfolios across a range of risk profiles.

Bailey Greene is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation. Greene has recently transitioned into the financial industry following prior roles in retail and education, including positions at Dick's Sporting Goods and the University of Wisconsin. Goldstein Advisors provides investment advisory and related services to individuals, pension plans, charitable organizations, and businesses, managing over $1 billion in client assets. The firm employs tailored discretionary strategies and model portfolios across a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation.