Eric Monroe Nelson

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 credentials and has 28 years of industry experience. Prior to joining Benjamin F. Edwards, he worked for Raymond James Financial Services Advisors Inc. and Blahnik Investment Group. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that utilize strategies managed internally and by third-party managers.

William Maples is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including Lido Advisors, LLC and Pegasus Partners Ltd. Maples has a diverse background that includes roles in property management, state revenue, and education. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management strategies, supported by several hundred advisors and tens of billions in assets under management.

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.

Danny Hanson II is a CFP® professional with 12 years of industry experience, currently serving at RBC Capital Markets since 2018. His previous roles include positions at Nicolet Advisory Services, SII Investments, and Nicolet National Bank. Hanson serves on the boards of DOOR CANcer, Inc., a nonprofit organization, and the Sturgeon Bay Youth Baseball Program. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and charitable clients. The firm customizes strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers along with various portfolio management options.

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.