Danny Lee Hanson II

Jeffrey Jahnke is a CFP® with 25 years of industry experience, currently serving at Harbour Investments, Inc. since 2018. Prior to that, he worked for 16 years at Woodbury Financial Services. Outside of his advisory role, Jahnke is involved in a coffee shop and tap house business in Sturgeon Bay, where he acts as the financial backer and business consultant. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to build customized strategies and offers both discretionary and non-discretionary portfolio management.

Jack Keller is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior firms include UBS Financial Services, Citigroup Global Markets, and Raymond James Financial Services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, and investment management, utilizing both proprietary and third-party strategies.

William Maples is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Lido Advisors, Pegasus Partners Ltd., Raymond James, and the Wisconsin Department of Revenue. He studied at the University of Wisconsin - Madison for six years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, investment management, and brokerage services, utilizing proprietary and third-party strategies combined with in-house equity and fixed-income portfolios.

Richard Price is a financial advisor with Eagle Strategies (NY Life) in Sturgeon Bay, Wisconsin. He holds the ChFC® and Series 63 designations and has 31 years of industry experience. Price previously founded Price Financial Group and has been affiliated with New York Life and NYLIFE Securities LLC throughout his career. Outside of advisory work, he serves as a referee for the Door County Men's Over 30 Basketball League and owns a business brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis, working with a diverse range of clients including retirement investors and institutional plan sponsors.

Nancy Lake is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 37 years of industry experience. She has worked at RBC Capital Markets and its predecessor firm since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Brian Hartl is a financial advisor with Thrivent Investment Management in Sturgeon Bay, WI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Thrivent and its affiliates since 2020, and previously worked at Nicolet Wealth Management and Private Client Services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial plans across a broad range of topics without portfolio management or implementation services. The firm combines holistic, goal-based planning with optional managed-account programs under a consolidated billing option known as “WealthPlan.”