Julie Irato

Matthew Buehler is a financial advisor at Erenda Capital with a Series 65 designation and two years of industry experience. His prior roles include positions at Glarus Capital, Ankura Consulting, and operating his own law practice, Buehler Law. Erenda Capital Management is a solo-registered investment adviser serving individuals, trusts, estates, and small businesses. The firm employs a value-oriented investment approach with concentrated portfolios and offers financial planning without additional charge.

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.

Brian Clarke is a CFP® professional with 21 years of industry experience. He is the principal of Clarke Financial Counsel, LLC, an independent, fee-only financial planning firm based in Whitefish Bay, WI, where he has worked since 2023. Clarke also serves as an Investment Adviser Representative of Financial Strategies, Incorporated, providing advisory services separate from those at his own firm. Clarke Financial Counsel offers comprehensive written financial plans to individuals and high-net-worth clients, focusing on cash flow, retirement, tax and estate planning, business planning, insurance review, and investment analysis. The firm employs fundamental analysis, modern portfolio theory, and passive investment principles in its recommendations, while clients maintain asset custody and implement investments independently.

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

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.