Goldstein Advisors, LLC

Andrew Peters is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Kestra Financial Inc., Arbor Point Advisors, VOYOS Development Group, LLC, and Trident Contract Management, LLC. 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 assets for over 1,000 clients. The firm employs tailored, discretionary strategies and model portfolios spanning a range of risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagements.

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 previously worked at Nicolet National Bank, Schneider National, and several other organizations across different sectors. Goldstein Advisors, LLC manages approximately $1.08 billion in discretionary client assets for over 1,000 clients, offering services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs tailored, discretionary investment strategies across a range of risk profiles and recently added tax preparation and consulting services.

Lisa Spadoni is a CFP® professional with 17 years of industry experience. She is part of Goldstein Advisors, LLC, a team of 12 advisors based in Madison, WI. Her prior experience includes roles at Kestra Financial Inc., Securities America, Inc., Ameriprise Financial Services, Inc., and Edward Jones. Spadoni serves on the advisory council for the Society of St. Vincent de Paul Centennial and participates in local volunteer groups supporting community needs. 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, employing tailored discretionary strategies and model portfolios that range from conservative to aggressive risk profiles.

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.