Candice Lynn Genrich

William Niewoehner is the sole advisor at WHN Investor Services, Inc., an independent firm based in Brookfield, WI. He holds a Series 63 designation and has 25 years of industry experience. Niewoehner has been with WHN Investor Services since 1981. WHN Investor Services provides discretionary investment management to high-net-worth individuals and institutional consulting to corporate retirement plans. The firm emphasizes customized portfolios primarily composed of large-cap, dividend-paying stocks, supplemented by U.S. Treasuries and high-quality corporate bonds, and offers pension consulting and manager-search services that are uncommon among small independent advisers.

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

David Sims is a Series 65-licensed financial advisor with 16 years of industry experience. He has been with SIMS Capital Management LLC since 2003. SIMS Capital Management LLC is a small advisory firm managing approximately $56 million across about 16 client relationships. The firm provides discretionary portfolio management for individual investors and manages the publicly traded Eagle Capital Growth Fund, Inc., employing a blend of value and growth stock selection with a specialization in closed-end funds.

Janet Kratz is the sole advisor at Janco Wealth Management in Milwaukee, WI, with 18 years of industry experience. She has been with Janco Investment Counsel since 1985. Janco Wealth Management serves individual and trust clients, providing investment advisory and portfolio management services with a focus on fundamental and cyclical analysis. The firm manages approximately $42.5 million, primarily on a non-discretionary basis, and offers customized asset management along with financial planning tools.

Nicholas Mowry is a financial advisor with FIAT LUX Capital Management, holding a Series 66 designation and six years of industry experience. Prior to founding FIAT LUX in 2025, he worked at Lauer Financial Services and MWA Financial Services Inc. Outside of finance, he teaches private music lessons through his Nicholas Mowry Music business. FIAT LUX Capital Management is an independent advisory firm serving individuals, trusts, charitable organizations, small businesses, partnerships, and corporations. The firm manages approximately $51.6 million in client assets with a focus on customized investment management, cash-flow analysis, and planning.