Adam Hub is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Avila Wealth Management and ClearStep Financial. Outside of his advisory role, he is also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services with investment approaches tailored by individual advisors and approved third-party managers.

Michael Baer is a financial advisor at Harbour Investments, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Park Avenue Securities and Guardian Life Insurance Company of America. He serves on the Madison Community Foundation Professional Advisor Council and is also an Independent Insurance Agent. Harbour Investments serves a diverse clientele including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and a range of investment approaches through both in-house advisors and third-party managers.

Rachel Hook is a financial advisor at Harbour Investments, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Harbour Investments since 2023, with prior roles at Gradient Securities, Beacon Insurance Advisors, and Beacon Wealth Advisors. In addition to her advisory work, she is also an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and third-party managers.

Tyler Braun is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 credentials and has 16 years of industry experience. Prior to joining Harbour in 2025, he was affiliated with 818 Capital Group, LLC and The Tranel Group, LLC since 2010. Outside of advisory roles, he was involved with Tb Taxidermy for 17 years and serves on the investment committee of Liberty One Investment Management, LLC. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and execution platforms tailored by individual advisers and third-party managers.

James Pfeil is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Thrivent Financial and Calton & Associates. In addition to his advisory role, he is involved in insurance through Sierra Financial Services, focusing on fixed annuities and various insurance products. Harbour Investments serves a diverse client base ranging from individual investors to institutional entities, offering portfolio management, financial planning, and multiple investment execution options tailored to individual advisors’ strategies.

William Herding is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at White Water Wealth, LLC, Camelback Wealth Consultants, and American Express. Herding is involved in community activities as a co-captain of the Catholic Beer Club and serves as treasurer for the Biltmore Area Partnership. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, utilizing multiple investment approaches tailored by individual advisers and third-party managers.

John Locke is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Harbour Investments, Inc. in Madison, WI. He previously worked at LPL Financial for eight years before joining Harbour and JL3 Financial. Outside of his advisory role, Locke is also a musician who performs at various events such as weddings and parties. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm offers customized portfolio management using a combination of fundamental and technical analysis, employing mutual funds, ETFs, separately managed accounts, and other instruments.

Carla Zevnik Seufzer is a financial advisor with Harbour Investments, Inc. and ClearStep Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She is also a board member of the Xaverian Missionaries Advisory Board, a Catholic charity, where she participates in quarterly financial committee meetings. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Shaefer Oshefsky is a financial advisor at Harbour Investments, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Oshefski Financial Services and Harbour Investments since 2009. Outside of advising, he serves as the town clerk for Montpelier and owns a timber harvesting business. Harbour Investments serves individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm’s investment approach varies by adviser and manager, utilizing multiple analytical methods and providing various execution platforms.

Cydney Mains is a financial advisor with Harbour Investments, Inc. in Appleton, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Harbour, she worked at Dreyer Wealth Management and has held various positions across multiple industries. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with investment approaches that vary among advisers and approved third-party managers.

Daniel Krueger is a financial advisor with Harbour Investments, Inc. and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked at Harbour Investments since 2016. In addition to his advisory role, he is involved in insurance sales through Provident Insurance Group and his own business, Daniel A. Krueger Insurance Sales, and also prepares individual tax returns. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment approaches and execution platforms tailored to clients’ needs.

Emily Olson is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2014. In addition to her advisory role, Olson operates as an independent insurance agent, providing services including equity indexed annuities. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities, with ongoing monitoring and periodic reviews.

Michael Dreyer is a CFP® and Series 66-registered advisor with Harbour Investments, Inc. in Appleton, WI, bringing 13 years of industry experience. He has been involved with Dreyer Wealth Management LLC since 2016 and has also worked at PDI Financial Group. Outside of his advisory role, Dreyer coaches his son’s flag football team and is involved with JMTE Aviation LLC. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services with varied investment approaches tailored by individual advisers and third-party managers.

Kelsie Wilson is a Series 66-licensed financial advisor with seven years of industry experience. She is currently affiliated with Harbour Investments, Inc. and Westside Financial Services, LLC. In addition to her advisory role, she is also an independent insurance agent. Harbour Investments, Inc. serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

John Harezlak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Harbour Investments since 2014 and also leads HAREZLAK Financial Group LLC, where he operates as an independent insurance agent specializing in equity-indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and multiple execution platforms, with investment approaches tailored by individual advisors and third-party managers.

Jordan Bradford is a CFP®-designated financial advisor with 11 years of industry experience, currently with Harbour Investments, Inc. He has held roles at Money Concepts Capital Corp., The Tranel Financial Group, Burkholder Wealth Management, and 818 Capital Group. Outside of his advisory work, he is also an independent insurance agent. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment management and advisory services utilizing various approaches tailored by individual advisors and approved third-party managers.

Stuart Friberg is a financial advisor with Harbour Investments, Inc. holding Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Harbour, he worked at Northwestern Mutual in various roles and is also involved as a children's ministry assistant at Open Door Bible Church. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and various advisory services tailored to individual adviser strategies.

Joseph Yard is a CFP® professional with 40 years of industry experience, currently serving at Harbour Investments, Inc. since 2001. He also has a longstanding affiliation with Integrity Financial Group Incorporated dating back to 1991 and has been involved with VIVE since 2014. Outside of his advisory roles, he operates as an independent insurance agent through Integrity Financial Group. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers various portfolio management solutions, including discretionary and non-discretionary services and model-based platforms.

Gerard Deprez is a CFP® with 27 years of industry experience, currently serving at Harbour Investments, Inc. since 1998. He also operates Deprez Financial Services as an independent insurance agent. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, offering customized portfolio management strategies that utilize mutual funds, ETFs, fixed income, annuities, and other instruments.

Floriana Romanelli is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, and Fifth Third Bank. Outside of her advisory role, she owns and operates a daycare business and is involved in sales and marketing for Scout & Cellar and Mary Kay Cosmetics. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.