Meet the Team

Jeffrey Artherholt, CFP® is a CERTIFIED FINANCIAL PLANNER® professional with over two decades of experience guiding individuals and families through meaningful financial transitions. As co-founder of Obsidian Wealth Advisors, Jeff focuses on comprehensive financial planning and portfolio management for clients approaching or living in retirement—helping them gain confidence, and clarity along the way.

A strong advocate for independence, Jeff believes financial advice should always be free of conflicts of interest and rooted in what’s best for each client. That commitment to integrity is a core value at Obsidian Wealth Advisors.

Originally from Middletown, New Jersey, Jeff graduated with honors from both Boston College and Oxford University with a BA in Economics. He began his career as an equity trader in Jersey City before shifting to financial planning in 2003, earning his CFP® designation from New York University.

Jeff lives in Sea Girt, New Jersey, with his wife, Noelle, and their four children. When he's not working with clients, he’s often found coaching or volunteering at his kids’ activities, going for a run, catching waves, or spending quality time with family at the beach.

Steven has 17 years of experience in the financial services industry. He is a graduate of the Rutgers Business School (New Brunswick, NJ) with a bachelor's degree in finance. He also earned the CERTIFIED FINANCIAL PLANNER® designation.

Steven's practice focuses on financial planning and asset management. He enjoys dynamically showing clients the impact different financial decisions make on their personal financial strategy.

Outside of work, Steven enjoys coaching his daughters' sports teams and spending time with his growing family. When he can find the extra time, he also enjoys fishing and golfing. Steve currently resides in Fair Haven with his wife Teri and their four daughters.

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Bill Berg, CFP® is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of experience helping clients navigate the complexities of their financial lives. At Obsidian Wealth Advisors, Bill specializes in working with high-earning, mid- to late-career professionals who want to simplify, optimize, and gain clarity around their financial futures.

Known for his thoughtful, relationship-driven approach, Bill builds long-term connections that often feel more like family than clients. He believes that paying close attention to the details—those “little things” others might overlook—can lead to meaningful results over time.

A New Jersey native, Bill grew up in Brick and now lives in Toms River with his wife, Shelly, and their golden retriever, Sadie. When he’s not working with clients, you’ll find him at Apache CrossFit, cheering on the Yankees or Jets, or enjoying a day at the beach with family and friends.

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Dino is a seasoned financial advisor with more than 35 years of experience helping clients navigate the complexities of wealth management. Before joining Obsidian Wealth Advisors in 2024, he served as President of Stonebridge Capital Management, an independent Registered Investment Advisory firm in Paramus, NJ. In his role, Dino worked closely with high-net-worth individuals and families to design, implement, and monitor comprehensive financial, investment, and retirement plans.

He has held the Certified Financial Planner (CFP®) designation since 1989 and also earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.

Currently residing is Red Bank, Dino enjoys spending time with family and friends at the Jersey Shore, skiing in the winter, and cheering on the New York Rangers.

Ed Schuler is a financial advisor with Obsidian Wealth Advisors and brings over 33 years of experience to comprehensive financial strategies, retirement planning, business and estate planning, insurance, and employee benefit services.

He holds the Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), and National Social Security Advisor (NSSA®) designations. He also maintains FINRA Series 7, 24, and 66 registrations, along with life and health insurance licenses in NJ, NY, CA, DE, PA, NC, GA, FL, and MO.

A graduate of Georgian Court University with a degree in business and a concentration in marketing, Ed has spoken to numerous groups on topics including retirement planning, Social Security, asset protection strategies, special needs planning, divorce and finance.

Based in Toms River, NJ, he resides with his wife and three children. His practice focuses on serving small- to mid-sized companies, professional associations, special needs families, and business owners seeking financial, retirement, and exit strategies.

Karen brings more than three decades of experience in the financial services industry, having worked in the field since 1988. She graduated from York College of Pennsylvania with a B.S. in Marketing and holds the FINRA Series 7 and Series 24 licenses, as well as life and health insurance licenses.

Before joining Obsidian Wealth Advisors, Karen served as Partner and Chief Operations Officer at Stonebridge Capital Management, where she oversaw compliance, firm operations, and supported advisors with planning and client service.

Based in Morris County, Karen enjoys spending time outdoors — whether it’s on the golf course, playing pickleball, or tending to her native New Jersey flower garden.

Courtney Linstra has worked in the investment industry for over 20 years including positions held in client service, account transition and trading. She earned her undergraduate degree in Psychology from Fairfield University in Connecticut.  Courtney holds the FINRA Series 7 and New Jersey Life and Health licenses.  Courtney resides in Brielle, NJ with her husband, two children and two dogs. They enjoy an active lifestyle at the Shore.

Kathryn is the Executive Assistant supporting Ed Schuler's practice at Obsidian Wealth Advisors, where she pairs a strong interest in finance with a focus on client care. Her behind-the-scenes work keeps every detail handled, so clients receive the personalized service the firm is known for.

Kathryn enjoys spending time with family and friends and exploring new restaurants along the Jersey Shore. Her enthusiasm, energy, and commitment make her an integral part of the Obsidian team.

Vince began his financial career in 1979 while also working as a successful educator and coach, earning multiple Hall of Fame inductions and Coach of the Year honors. In 1980, he transitioned to financial advising full-time, holding leadership roles and receiving numerous industry awards, including multiple GAMA and NAIFA honors. He is also a 37-year Million Dollar Roundtable qualifier.

Based in Spring Lake, NJ, Vince enjoys spending time with his two adult children and grandchildren. His personal interests include motorcycling, travel, animal rescue, charitable work, and supporting the sport of wrestling.