Patrick William Herkert

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.

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 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.

Brian Clarke is a CFP® professional with 21 years of industry experience. He is the principal of Clarke Financial Counsel, LLC, an independent advisory firm he has led since 2023. Prior to that, he worked for eight years at Financial Strategies, Incorporated, where he continues to provide advisory services to clients separate from his current firm. Clarke Financial Counsel, LLC offers fee-only financial planning to individuals and high-net-worth clients through comprehensive, project-based engagements. The firm focuses on areas such as retirement and estate planning, tax planning, college savings, and business-owner consulting, delivering written financial plans without managing client assets or charging percentage-based fees.

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 with one year of industry experience and holds a Series 65 credential. Before his current role, he has worked in various positions, including as a performance coach and marketing specialist at BRX Performance, a sports training facility. Premium Alpha Capital serves individual investors such as retirees and professionals by providing customized investment management focused on income, growth, and downside risk management. The firm employs ETFs, index funds, and options strategies with a combination of technical, fundamental, and macroeconomic analysis to tailor portfolios to clients’ goals and risk tolerances.