Joshua Ryan is a financial advisor with Harbour Investments, Inc., holding a Series 66 credential and 18 years of industry experience. He has worked with Cornerstone Wealth Management and LPL Financial during his career. Ryan has an ownership interest in JJPM Inc., a corporation for accounting purposes, and operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of investment and advisory services, utilizing various investment approaches and execution platforms tailored to individual advisor strategies and client needs.

Kyle Gilbertson is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He previously worked at Robert W. Baird for twelve years and currently has other business activities including serving as an independent insurance agent and involvement with Two Birds Event Group as an event bartender. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering a range of portfolio management and financial planning services with multiple investment approaches tailored by individual advisers and third-party managers.

Micah Hoehner is an advisor at Harbour Investments, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles at E2 Retirement Consulting and involvement with Concordia University Wisconsin Student Government. Outside of finance, he has experience in the hospitality industry with Water Street Brewery and Bavarian Bierhaus. 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, employing various investment approaches tailored by individual advisors and approved third-party managers.

Nicholas White is a financial advisor with Harbour Investments, Inc. in Oregon, Wisconsin, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Green Mountain Wealth Strategies and Harbour Investments since 2012. Outside of advising, he owns and manages a duplex rental property. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable and corporate clients. The firm employs a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Benjamin Motiff is a CFP® professional with 15 years of industry experience, currently with Harbour Investments, Inc. in Madison, WI. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of financial advising, he is involved in tax preparation and accounting through his firm Motiff & Fayram, Ltd. 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 blend of fundamental and technical analysis to create customized investment strategies and offers model-based solutions via a subscription platform.

Noah Trumpy is a financial advisor at Harbour Investments, Inc., holding a Series 66 designation with one year of industry experience. His prior work includes roles at Cornerstone Financial, Royal Services, LLC, and Columbia College. Outside of advising, he is co-owner and general laborer at Royal Services, a lawn care business. 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 varied investment approaches and multiple execution platforms.

Joseph Coleman is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Journey Financial Partners, LPL Financial LLC, and McFarland Investment Center. Outside of his advisory work, he is involved in a part-time office cleaning business. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple execution platforms, employing a range of investment strategies tailored by individual advisors and approved third-party managers.

Arne Jacobsen is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2009. His prior experience includes roles at NuVista Capital Management and his own firms, Arne Jacobsen/Equisource, Inc. and Jacobsen Insurance Service. He serves as a board member of Miracle Mile Rockford, a local business association. Harbour Investments provides investment advisory and financial planning services to a wide range of clients, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Carina Moreland is a CFP® professional with 15 years of experience in the financial industry. She is currently with Harbour Investments, Inc. and previously worked at LPL Financial and McFarland State Bank. Outside of finance, she is involved with Fosdal Bakery, LLC, a business she has been part of since 2016. Harbour Investments serves a diverse range of clients 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 execution platforms, employing various investment strategies tailored by individual advisors and third-party managers.

Rodelle Zuberbuhler is a financial advisor at Harbour Investments, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at both Integrity Investments and Harbour Investments since 2007. In addition to her advisory role, she is an independent insurance agent specializing in equity-indexed annuities. 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 strategies using various investment instruments and offers model-based solutions through a subscription platform.

Paul Scofield is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Harbour in 2022, he worked at Securities America Advisors and Edward Jones. Outside of his advisory role, Scofield is involved as a registered advisor with Legacy Advisor Network, Ltd., and works as an independent insurance agent, including selling equity indexed annuities and funeral trusts. 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 utilizes a combination of fundamental and technical analysis to create customized strategies, employing a range of investment vehicles such as mutual funds, ETFs, fixed income, and annuities, with ongoing account monitoring and periodic reviews.

Kendra Erkamaa is a CFP® professional with over 21 years of experience in financial advisory. She is affiliated with Harbour Investments, Inc. and Triangle Financial Services, Inc., where she has held roles since 2005 and 2004 respectively. Outside of her advisory work, she is involved in financial education as a speaker for Money Smart Week and serves on a grievance commission panel. She also holds leadership positions in nonprofit organizations including NAWBO Iowa and Iowa Collaborative Divorce, and owns a mediation services business. 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.

Randall Schmitz is a CFP® with 40 years of industry experience, currently affiliated with Harbour Investments, Inc. since 1990. He has also been involved with Planning Concepts, Inc. since 1991 and previously worked at Playmates Daycare for ten years. Outside of his advisory role, he is a licensed real estate broker and provides tax preparation services. Harbour Investments, Inc. 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 and provides model-based solutions through a subscription platform.

Matthew Niermeyer is a financial advisor with Harbour Investments, Inc. in Portage, WI, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked at Harbour Investments since 2014 and was previously with Zaddack & Associates. Niermeyer is also an independent insurance agent operating under Point B Wealth Advisors, specializing in equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and various managed account solutions. The firm employs a range of investment approaches tailored by individual advisors and approved third-party managers.

Susan Olson is a financial advisor with Harbour Investments, Inc. who holds the Series 63 and Series 65 designations and has 27 years of industry experience. She has worked at Harbour Investments since 2007 and also operates Susan Olson Insurance & Financial Solutions. Additionally, she is an independent insurance agent specializing in equity-indexed annuities. Harbour Investments serves a diverse clientele including individual clients, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services. The firm utilizes varied investment strategies through both individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution platforms.

Jennifer Zalapi 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 Summit Brokerage Services, Inc. and MainStreet Financial Group. Outside of her advisory work, she serves as a board member for Life Decisions, a nonprofit youth mentoring organization, where she volunteers with activities for youth aged 15 to 23. Harbour Investments serves individual clients across the wealth spectrum, as well as trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment approaches and providing multiple execution options.

William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

Joshua Zoerner is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and has 23 years of industry experience. His prior roles include work at Securities America and MWA Financial Services, and he is the owner of Zoerner Financial. Outside of advising, Zoerner is an author of the book "20 Point System." Harbour Investments serves a broad range of clients, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers various portfolio management and financial planning services, utilizing diverse investment approaches tailored to each advisor and client.

Joey Bunton is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He has previously worked at firms including Money Concepts Capital Corp. and NYLIFE Securities LLC. Outside of his advisory role, Bunton is an independent insurance agent and is involved with 818 Capital Group, a customer service and payroll company. Harbour Investments serves a diverse client base including individual, trust, pension, and corporate clients. 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.

Pablo Alvarez Gil is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Commonwealth Financial Network, BMO Wealth Management, and Wells Fargo Bank. 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 tailored by individual advisors and approved third-party managers.