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 roles include positions at Arbor Point Advisors, VOYOS Development Group, LLC, and Trident Contract Management, LLC. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary assets across about 1,069 clients. The firm employs tailored discretionary strategies and model portfolios ranging from conservative to aggressive risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation under separate engagement.

Kyle Kerkenbush is a CFP® with 18 years of industry experience, currently serving as an advisor at Goldstein Advisors, LLC since 2022. His prior experience includes roles at Kestra Investment Services LLC, Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. He is also an assistant coach for the Verona Youth Hockey association. 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 across a team of ten advisors, offering tailored portfolio management, financial planning, pension consulting, and tax preparation services.

Adam Peters is a CFP® with 14 years of experience in the financial services industry. He is currently with Goldstein Advisors, LLC, where he has worked since 2022, following prior roles at Kestra Investment Services LLC, Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. 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 through a team of ten advisors, offering tailored portfolio management, financial planning, pension consulting, and tax preparation and consulting services.

Joseph Greene is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation with two years of industry experience. He has a background in healthcare consulting as the CEO and owner of OrthoVise LLC since 2011, and previously worked at the University of Wisconsin Hospital and Clinics for over 30 years. 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 employs tailored, discretionary investment strategies and model portfolios across a range of risk profiles, and offers additional services including financial planning, pension consulting, and tax preparation under separate engagement.

Adam Hanewall is a financial advisor at Goldstein Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Buttonwood Partners, Inc. Outside of advisory work, he assists with the organization and sorting of sports cards and collectibles. Goldstein Advisors, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary client assets through a team of ten advisors. The firm offers tailored discretionary portfolio management, financial planning, pension consulting, and tax preparation services.

Jonathan Gausewitz is a financial advisor with Goldstein Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Kestra Investment Services, Arbor Point Advisors, Securities America, and Ameriprise Financial Services. Outside of his advisory work, he serves as a Masters swim coach for UW Health. 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 through a team of ten advisors, offering tailored portfolio management, financial planning, pension consulting, and tax preparation services.

Amanda Gausewitz is a CFP®, ChFC®, and Series 66-registered financial advisor with 20 years of industry experience. She is currently with Goldstein Advisors, LLC and previously worked at Kestra Investment Services, Arbor Point Advisors, Securities America, and Ameriprise Financial Services. Gausewitz serves on the Board of Directors and Finance Committee of Wisconsin Youth Symphony Orchestras and is involved with its foundation board. Goldstein Advisors, LLC provides investment advisory services to individuals, pension plans, charitable organizations, and businesses, managing approximately $1.08 billion in discretionary assets. The firm employs tailored discretionary strategies and model portfolios, offering services that include portfolio management, financial planning, pension consulting, and tax preparation under separate engagements.

Jack Van Dyke is a financial advisor at Goldstein Advisors, LLC in Madison, WI, holding a Series 65 designation. He has no prior industry experience and joined Goldstein Advisors in 2023 after working at the University of Wisconsin-Madison and Under Armour. Outside of finance, he has experience with Van Dyke Builders. Goldstein Advisors, LLC serves 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 across various risk profiles and offers services including portfolio management, financial planning, pension consulting, and tax preparation.

Lisa Spadoni is a CFP® with 16 years of industry experience, currently serving as an advisor at Goldstein Advisors, LLC. Her prior experience includes roles at Kestra Investment Services LLC, Securities America, Inc., Arbor Point Advisors, and Ameriprise Financial Services, Inc. She is involved in several community organizations, including the Society of St. Vincent de Paul Centennial Advisory Council and the SVdP St. Maria Goretti Parish Conference. 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 and model portfolios across a range of risk profiles and offers additional services such as pension consulting and tax preparation under separate engagements.

Jon Goldstein is a CFP® and ChFC® with 28 years of experience in the financial services industry. He currently serves at Goldstein Advisors, LLC and Kestra Investment Services LLC, and previously worked at Ameriprise Financial Services, Inc. for 25 years. Goldstein holds board positions with 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 through a team of ten advisors, offering tailored discretionary strategies and model portfolios that cover a range of risk profiles.