Bradley Saurbaugh is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc. and various insurance carriers associated with W&R Insurance Agencies. He is also engaged in insurance sales through Chicago Investment Advisory Council, Inc. as a financial associate. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities, offering portfolio management, financial planning, and various managed account solutions. The firm utilizes a range of investment approaches through individual advisers and third-party managers, and provides multiple execution pathways for clients.

Kimberly Schreiber is a CFP® with 16 years of experience in financial advising. She has worked at Harbour Investments, Inc. since 2016 and currently serves at Avila Wealth Management. She is also a board member of the Shorewood Foundation, a nonprofit focused on community development in Shorewood, Wisconsin. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and corporate entities. The firm offers portfolio management, financial planning, and various investment platforms, employing a range of strategies that include fundamental and technical analysis as well as third-party manager models.

Roger Hellenbrand is a financial advisor with Harbour Investments, Inc. in Verona, WI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Hart & Associates since 2002 and has been involved with Triangle Investments, Insurance & Taxes and Harbour Investments since 1997. Outside of his advisory roles, he is the owner of an independent insurance agency that includes equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers various management programs and model-based solutions.

Noah Wadley is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Harbour Investments, he worked at Meraki Wealth Management and Faribanks Morse, and before that held positions at Rock Valley College and The Keystone School. 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 to each advisor and client.

Jacqueline Crawley is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Harbour, she held positions at Clearstep Financial and worked in fields including cosmetic surgery and physical therapy. 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, employing various investment approaches and providing multiple execution platforms.

Ayden Hall is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and one year of industry experience. His prior work includes positions at Wealth Distribution Strategies, Bank First, and roles at the University of Wisconsin-Madison and Milwaukee. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm offers customized portfolio management strategies and model-based solutions using a variety of investment instruments and platforms.

Robert Berg is a financial advisor with Harbour Investments, Inc. in Stevens Point, WI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Harbour Investments since 1992 and also operates Practical Retirement Planning. Berg is an independent insurance agent with activities that may include 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 mix of fundamental and technical analysis to create customized strategies using various investment instruments and offers model-based solutions through a subscription platform.

Kenneth Rumbaugh is a financial advisor with Harbour Investments, Inc. in Lima, Ohio, holding a Series 63 designation and over 40 years of industry experience. He has been associated with Harbour Investments and his own firm, Ken Rumbaugh Inc., since 2003, and has worked with Professional Business Network Inc. since 1989. Outside of his advisory roles, he serves as an adviser to the board of Investors Preferred Life and is involved in consulting and referral businesses related to estate planning, insurance, business exits, and cost segregation services. Harbour Investments, Inc. 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.

Julie Nelles is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Harbour Investments and its affiliated entities since 2004. In addition to her advisory work, she is an independent insurance agent, including activities related to 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 uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of products and model-based solutions monitored and reviewed regularly.

James Tarp is a financial advisor with Harbour Investments, Inc. in Middleton, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Harbour Investments since 2018 and previously held positions at Legacy Wealth Advisors and Mennenga Tax & Financial. Outside of his advisory role, he is 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 various portfolio management and financial planning services, employing multiple investment approaches tailored by advisors and third-party managers.

Jacob Schiessl is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at JL3 Financial, UW Madison, SECURA, Pick n Save, and Kimberly High School. 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 develop customized investment strategies across various asset classes and offers model-based solutions through a subscription platform.

Aaron Cade is a CFP® professional with 27 years of industry experience. He is affiliated with Harbour Investments, Inc. and has been operating Cade Financial Services since 2011. Cade serves as a director and board member of the Vernon Memorial Healthcare Foundation and is involved with the Viroqua Development Association, where he participates in community planning related to job creation and housing development. Harbour Investments, Inc. 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 investment strategies and offers model-based solutions through a subscription platform.

George Zeck is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020, following a decade at Kovack Advisors, Inc. and Kovack Securities, Inc. He is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of portfolio management services and model-based solutions.

Carol Fasbender is a CFP® with 39 years of industry experience, currently affiliated with Harbour Investments, Inc. and Your Center for Investments, where she has worked since 2000. In addition to her advisory role, she is an independent insurance agent focusing on equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing customized strategies that include mutual funds, ETFs, fixed income, annuities, and model-based solutions.

Alex Murphy is a financial advisor with Harbour Investments, Inc., holding a Series 66 credential and one year of industry experience. Prior to his current role, he has been operating Murphy Chiropractic PC since 2002. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities, offering various portfolio management and financial planning services with investment approaches tailored by individual advisors and approved third-party managers.

Robert Sawicki is a financial advisor with Harbour Investments, Inc. and Innovative Financial, Inc., holding Series 63 and Series 66 licenses with 26 years of industry experience. He also operates a small tax and accounting service focused on personal and business tax return preparation and small business consulting. Additionally, Sawicki serves as a volunteer board member of the nonprofit Work Plus, Inc. Harbour Investments serves a diverse client base that includes 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.

Manjula Hettiarachchi is a CFP® and CFA® charterholder with 15 years of experience in the financial services industry. She is currently affiliated with Harbour Investments, Inc. and Wealth Distribution Strategies. Her prior experience includes roles at Northwestern Mutual and BMO Harris Bank. In addition to her advisory work, she is 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 portfolio management, financial planning, wrap-fee programs, and access to various investment strategies and execution platforms.

Joseph Butorac is a financial advisor with Harbour Investments, Inc. based in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Harbour Investments and Butorac, Johnson & Associates since 2001. In addition to his advisory role, he operates as an independent insurance agent, including work with equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing both fundamental and technical analysis to create customized strategies across various asset classes, with ongoing account monitoring and model-based solutions.

Phillip Petersen is a financial advisor with Harbour Investments, Inc. in Green Bay, WI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been associated with Harbour Investments, Nvps, S.C., and Petersen Financial since 2004. Outside of his advisory work, he serves as treasurer of the East Side Cemetery Association and is involved in independent insurance sales. 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 various advisory platforms, employing multiple investment approaches and ongoing account monitoring.

Sameer Chowdhury is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at E2 Retirement Consulting LLC and positions at UW Whitewater. 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 both discretionary and non-discretionary approaches with investment strategies tailored by individual advisers and third-party managers.