Charlene Ebert Wehring

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.

Erik Kroll is a CFP® professional with 11 years of experience in financial advising, currently operating Hilltop Financial Advisors in Milwaukee, WI. He has also worked as a paraplanner for other financial advisors in an independent contractor capacity since 2017. Hilltop Financial Advisors serves individual clients by providing investment management and a range of financial planning services, including comprehensive plans, ongoing planning relationships, and specialized consultations. The firm primarily employs passive, asset-allocation portfolios using index funds and ETFs, with discretionary management and occasional active management supplements.

Peter Merkel is a CFA® charterholder and the sole advisor at Magis Management, LLC, an independent investment advisory firm based in Milwaukee, WI. He has 12 years of industry experience and has led Magis Management since 2013. Magis Management provides one-time investment consulting and ongoing discretionary management to a select group of individual and institutional clients. The firm employs a bottom-up, fundamentally oriented investment approach with an emphasis on long-term total return, incorporating derivatives and leverage strategies that are uncommon among solo independent advisers.

Kevin Sandrock is the sole advisor at Eclipse Asset Management LLC in Milwaukee, WI, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Eclipse Asset Management since its founding in 2006. Eclipse Asset Management advises individual clients through separately managed accounts, focusing on fundamental analysis to create tailored portfolios that may include stocks, ETFs, mutual funds, U.S. Treasury securities, and option strategies. The firm manages approximately $8.19 million in discretionary assets across eight accounts and maintains policies such as no account minimums and not taking custody of client assets.

Hi, I’m Jared Andreoli, CFP®, CSLP®, and I launched Simplicity Financial in 2017. As a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®), I work with Physicians, Fellows, and residents to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, planning for retirement, or planning for a growing family, we work with clients to identify their financial picture and create a plan that aligns with their values. I have been interested in finances ever since I can remember, from being excited about a coin sorter as an 8 year old, to hiding my birthday money in the front cover of my Harry Potter book. In fact, one year, my favorite birthday gift was a book titled The Kids’ Money Book, and it still holds a special place on my bookshelf. Even as a child, I quickly realized that if I diligently managed my money, I could do even more things with this key tool. Another passion of mine has always been helping people achieve success by connecting on a personal level. To me, there is no better feeling than the joy I experience when I have helped someone, whether it be big or small. So, it comes as no surprise that financial planning was an obvious fit for me. After completing a college baseball career and graduating from Western Kentucky University with a finance major with a concentration in financial planning, I spent 6 years working as a mutual fund administrator for a large company. While I learned an immense amount about the financial world, I was missing the personal connection of working with individual clients that I could not find in the corporate world. In 2017, I put my aspirations into action and established Simplicity Financial.