Patrick William Herkert

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

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.

Luke La Manna is a CFA® charterholder with two years of industry experience. He is currently with Founder360° Family Office, an independent firm he joined in 2025, following prior roles at Cottage Row Partners and Reinhart Partners, Inc. Outside of finance, he has worked in the dental industry at Lakeshore Family Dentistry for nine years. 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, and an automated business planning platform, combining fundamental analysis with modern portfolio principles and providing tailored pricing options.

Brian Clarke is a CFP® professional with 22 years of industry experience. He is the sole advisor at Clarke Financial Counsel, LLC, an independent firm he founded after previous roles at Financial Strategies, Incorporated, PNC Wealth Management, and Valic Financial Advisors. Clarke also provides advisory services to clients of Financial Strategies, Inc. separate from his work at Clarke Financial Counsel. Clarke Financial Counsel, LLC offers fee-only financial planning to individuals and high-net-worth clients, focusing on comprehensive, project-based planning without investment management or custody of assets. The firm emphasizes hourly and fixed-fee arrangements and provides services including retirement and estate planning, tax and business planning, and equity compensation guidance.

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.

Ryan Green is a financial advisor at Premium Alpha Capital, LLC in Saukville, Wisconsin, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he has worked in sports performance training and marketing, currently serving as a performance coach and marketing specialist at BRX Performance, a facility specializing in training baseball athletes. Premium Alpha Capital provides customized investment management for individual investors including retirees and professionals, focusing on income generation, growth, and downside risk management through ETFs, index funds, and various options strategies. The firm employs technical, fundamental, and macroeconomic analysis along with tactical asset allocation and individual equity selection, managing accounts on a discretionary basis with frequent reviews and providing detailed performance reporting uncommon among independent advisors.