Theresa Elizabeth Kratochvil

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.

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

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 12 years of industry experience, currently serving as the sole advisor at Hilltop Financial Advisors in Milwaukee, WI. He founded Hilltop Financial Advisors in 2015 following four years at Diversified Management Inc. In addition to his advisory role, Kroll provides independent financial planning services as a paraplanner for other advisors. Hilltop Financial Advisors offers discretionary portfolio management and a range of financial planning services tailored to individual clients. The firm’s investment approach primarily employs passive strategies using index mutual funds and ETFs, with portfolio construction based on clients’ objectives and risk tolerance, and it includes a notable focus on student-loan advising.

Benjamin Verhulst is a financial advisor at Telos Financial Services, LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at Affiliated Advisors, Inc. and Charter Capital Management, Inc., as well as work at Calvin University and the Milwaukee County District Attorney's Office. Telos Financial Services, LLC is a fee-only registered investment adviser serving individuals, high net worth individuals, trusts, and estates. The firm offers coordinated investment advisory and financial planning services alongside tax planning and preparation through an affiliated accounting practice, focusing on discretionary portfolio management using a blend of passive and active investment strategies.