Traci Martens is a financial advisor with Harbour Investments, Inc. She holds Series 63 and Series 65 credentials and has 29 years of industry experience. Martens has worked at Harbour Investments since 2002 and is currently associated with Pine Lake Financial LLC. Outside of her advisory role, she is an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized strategies across various asset classes and offers model-based solutions through a subscription platform.

Joshua Flanders is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Seasons Wealth Management, Wachholz & Associates Wealth Management, and Thrivent Financial. Outside of his advisory work, he is the CEO of a woodworking business specializing in custom and rehabilitated furniture. 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 advisers and third-party managers.

Bailey Buhr is a financial advisor at Harbour Investments, Inc. with two years of industry experience. Prior to joining Harbour Investments in 2023, Buhr worked at Menards as a plumbing sales associate and has additional experience in retail. At Menards, Buhr assisted customers with plumbing needs outside of trading hours. Harbour Investments serves a wide 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 various investment strategies through both internal and third-party managers.

Kyle French is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. He has worked at Harbour Investments and Wealth Distribution Strategies LLC since 2017 and previously spent two years at Cambridge Investment Research Advisors, Inc. French is also an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, 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.

Jennifer Johnson is a financial advisor at Harbour Investments, Inc. with four years of industry experience. She holds the Series 66 designation and has been associated with Nelson & Associates, a CPA firm where she is a shareholder. Johnson also serves as a director for the Mary M Westlud Family Foundation, a nonprofit organization. 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, utilizing a range of instruments and offering model-based solutions through a subscription platform.

Lynn Berry is a financial advisor with Harbour Investments, Inc. and Keystone Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Harbour Investments since 2014 and has worked at Keystone Financial since 2001. Outside of her advisory roles, Berry is a 50% owner of Fox River Tax Centers, LLC, which provides tax preparation services, and she serves as a marketing subcommittee member for Future Neenah, a nonprofit focused on community building. 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 a combination of fundamental and technical analysis to create customized portfolios using various investment vehicles and also provides model-based solutions through a subscription platform.

John Augustin is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Harbour Investments, Inc. since 2001 and is currently associated with Wealth Distribution Strategies. In addition to his advisory roles, he operates as an independent insurance agent, including work with equity indexed annuities. 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 blend of fundamental and technical analysis to create customized investment strategies and offers a range of portfolio management services, including model-based solutions delivered through a subscription platform.

Jeremy Argue is a financial advisor with Harbour Investments, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. Prior to joining Harbour in 2017, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He is also an independent insurance agent, selling and servicing life insurance, long-term care insurance, and 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 investment strategies and offers both discretionary and non-discretionary portfolio management.

Thomas Brien is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Massmutual and MML Investors Services, Inc. before joining Harbour Investments in 2017. He is also an independent insurance agent through Wealth Distribution Strategies. 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 strategies and offers model-based solutions through a subscription platform.

Kim Wooden is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Harbour since 2016, following five years at Compass Financial Advisors. Outside of advisory work, she is a part-time adjunct professor at Indiana University South Bend, teaching macro and microeconomics, and serves on the university's Senate Executive Committee. She also owns Wooden Accounting and has experience as 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 variety of investment management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser preferences.

Mary Sommers Carden is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Harbour Investments since 2016 and also operates Financial Solutions And Investments, LLC, where she is involved in life and health insurance sales. Outside of her advisory work, she serves as a board member and secretary for the Jim "Moose" Carden Kokomo Kids Fishing Clinic and is a director and board member of Coordinated Assistance Ministry, a nonprofit homeless shelter. 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, using various investment approaches tailored by individual advisors and third-party managers, with ongoing account monitoring and multiple execution options.

Denise Jaehnke is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2018. Prior to that, she was with Global Financial Private Capital, LLC and GF Investment Services, LLC, and she has operated Extended Personal Service, Ltd., an insurance agency providing estate planning and related services since 1978. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers model-based solutions through a subscription platform.

Benjamin Pahl is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Money Concepts Capital Corp and The Tranel Financial Group. He is also president and investment advisor at Liberty One Investment Management, where he spends the majority of his time, and is involved with 818 Capital Group, a customer service and payroll company. 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.

Patricia Beine is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. She has been affiliated with Harbour Investments and ClearStep Financial since 2016. Outside of her advisory role, she is involved in fixed insurance sales through ClearStep Financial. 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 account management services, utilizing a variety of investment strategies tailored by individual advisors and approved third-party managers.

Jessica Huerta is a financial advisor at Harbour Investments, Inc. She holds a Series 66 designation and has experience working at The Leist Group, LLC, Wisconsin Preferred Insurance, First Fidelity Home Mortgage, and AT&T. Outside of her advisory role, she is an independent insurance agent and works part-time as a mortgage loan officer. 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 both discretionary and non-discretionary portfolio management.

Kimberly Niedfeldt is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020. In addition to her advisory role, Kimberly serves as a substitute teacher in multiple school districts in Illinois and is involved as a wellness brand partner promoting health supplements. 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 investment strategies and offers both discretionary and non-discretionary portfolio management.

Trevor Neufeld is a financial advisor at Harbour Investments, Inc. in Knoxville, TN, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Gradient Investments, Paladin Capital, and other firms. He is also involved in independent insurance agency work. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering a range of portfolio management and financial planning services supported by various investment strategies and multiple execution platforms.

Belinda Best is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2008. In addition to her advisory role, she operates a seasonal individual tax preparation business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized strategies that include mutual funds, ETFs, and separately managed accounts, supported by ongoing monitoring and periodic reviews.

Lucas Kraft is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. since 2023. He previously worked at Cion Securities, LLC for eight years. Outside of his advisory role, Kraft is active in professional and community organizations, including serving as President of the Financial Planning Association of Wisconsin, volunteering as a financial literacy coach for teenagers, and holding leadership positions in local alumni and community clubs. 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, utilizing a range of instruments such as mutual funds, ETFs, and separately managed accounts.

Kevin Bruner is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Harbour Investments since 2003. Bruner is also involved in other business activities including ownership and operation of Bruner Financial Services, Inc. as an independent insurance agent and co-ownership of Buska & Bruner Financial Services, Inc. and Mountain Bay Properties, LLC. Harbour Investments provides investment advisory and financial planning services to 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 both discretionary and non-discretionary portfolio management, including model-based solutions through a subscription platform.