Matthew Thomas Clinton

Nkozi Knight is a financial advisor with Thrivent Investment Management in Germantown, WI, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Thrivent, Knight worked at Northwestern Mutual Investment Services and U.S. Bank. Outside of advising, Knight owns multiple businesses including GreenHomeHub, a cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media enterprise, and serves on the boards of the Marquette University Alumni Association and Greater Galilee Community Development Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary portfolio management, and allows clients to integrate planning with managed-account services through its WealthPlan option.

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.

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

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.

Luke La Manna is a CFA® charterholder and founder of Founder360° Family Office with one year of experience in the financial advisory industry. His prior work includes five years at Cottage Row Partners and two years at Reinhart Partners, Inc., alongside nearly a decade at Lakeshore Family Dentistry. Founder360° Family Office serves founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm offers integrated family-office services, discretionary investment management, personal financial planning, and a proprietary business diagnostic software platform, combining portfolio management with enterprise value analysis and tax-aware financial planning.

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.