Lisa Mumper is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and previously worked at Russell Investments for 12 years before joining Harbour Investments and Wealth Distribution Strategies. Outside of her advisory role, she works as a bartender at Reggie & Gerry’s in Cudahy, WI. 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 construct customized investment strategies and offers model-based solutions through a subscription platform.

Chris Neufeld is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Neufeld has worked at Harbour Investments and Neufeld Capital Management since 1996 and was previously associated with Focused Tax Solutions for nine years. He is also an independent insurance agent, which may include 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 employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

Chris Morgan is a financial advisor at Harbour Investments, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beacon Wealth Advisors, LLC and Gradient Securities, LLC. In addition to advisory work, he is involved in tax preparation through Beacon Advisors LLC and is a managing member of Beacon Wealth Advisors, LLC. 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 access to multiple investment approaches through internal and third-party managers.

Phillip Larson is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds the Series 63 designation and has been with Harbour Investments since 2015. Outside of his advisory role, he owns Foresight Financial and is involved in tax preparation through Foresight Tax Services, as well as working as an independent insurance agent. 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 using various financial instruments and offers model-based solutions through a subscription platform.

Corby Kiss is a financial advisor at Harbour Investments, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2006. Prior to and during his time at Harbour, he was also affiliated with Raba and has operated Kiss Financial Services and been involved with Amway Quixstar. Outside of his advisory role, he serves as a FINRA arbitrator and provides pre-paid legal services and identity protection. Harbour Investments offers 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 utilizes a combination of fundamental and technical analysis to create customized investment strategies across various asset classes and provides both discretionary and non-discretionary portfolio management.

Mark Johnson is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked with The Tranel Financial Group, 818 Capital Group, Money Concepts Capital Corp, CR Fitness Holdings LLC, and Youfit Health Clubs. Johnson serves on the Non-Profit Council of the Safety Harbor Chamber of Commerce. 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 investment approaches, with ongoing account monitoring and access to various execution platforms.

Hayley Scheppler is a financial advisor at Harbour Investments, Inc. with two years of industry experience. She holds a Series 66 designation and has worked previously at Neufeld Capital Management and Guiding Hand. Outside of her advisory role, she manages rental properties for her fiancé's business. 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 with multiple investment approaches employed by individual advisors and third-party managers.

Heather Foster is a financial advisor at Harbour Investments, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Harbour Investments and Foster Financial Services since 2018. Foster is also a director of Faith & Grace Homes, Inc., a nonprofit focused on funding projects for facilities serving homeless girls. 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 a variety of investment platforms tailored to individual advisor strategies.

Erich Fischer is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Tranel Financial Group and 818 Capital Group, LLC. Fischer also has experience with a customer service and payroll company where he worked part-time. 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 investment platforms with approaches that range from fundamental and technical analysis to modeling and macroeconomic strategies.

Michael Skala is a financial advisor with Harbour Investments, Inc., holding a Series 63 designation and 31 years of industry experience. He has worked at Skala Financial, LLC and Harbour Investments since 2019 and was previously employed at H.D. Vest Investment Services for 25 years. Outside of advisory work, he is involved in farming through J&E Farms and owns and consults for Health Pharmacies Inc. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional clients. The firm offers portfolio management, financial planning, wrap-fee programs, and access to multiple investment management approaches and execution platforms.

Kevin Seufzer is a financial advisor with Harbour Investments, Inc. and ClearStep Financial, holding Series 63 and Series 65 licenses. He has 23 years of industry experience and has been with Harbour Investments since 2016. Outside of his advisory role, he is a partner in ClearStep Financial, where he facilitates contracts and commission payouts related to fixed insurance products. 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 third-party managers.

Karla Reno is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been affiliated with both Harbour Investments and Investment Plus since 2006 and has been self-employed since 1992. Outside of her advisory role, she serves as a senior sales director with Mary Kay Cosmetics. 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 develop customized investment strategies and offers a range of portfolio management options and model-based solutions.

Keith Wicklund is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Harbour since 2019, previously associated with Cornerstone Wealth Management and LPL Financial. Outside of his advisory role, he serves as secretary and volunteer treasurer for Elev815, a community organization in Loves Park, IL. 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 combines fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

David Knibbe is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 1997. He also founded Knibbe Investment Management LLC in 2006 and operates an independent insurance agency specializing in life insurance. 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 construct customized portfolios and offers model-based solutions through a subscription platform.

Michael Fishman Salnick is a financial advisor at Harbour Investments, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Guthmann Tax Services LLC and EY. Outside of advisory work, he is a partner in a tax and accounting firm in Chicago and has involvement in other non-investment business activities. Harbour Investments serves a diverse client base including individual, trust, pension, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Donald Gross Jr. is a financial advisor with Harbour Investments, Inc. and Capital Financial Group, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with both firms since 2002. Outside of his advisory role, he is also an independent insurance agent specializing in equity indexed annuities. 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 using a combination of fundamental and technical analysis, and delivers solutions through various platforms and third-party arrangements.

Sandy Derby is a CFP® and ChFC® with 35 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. She has previously worked at Legacy Advisory Group, Derby Financial & Associates, Old National Bank, and LPL Financial. Derby is also the owner of Preferred Financial Group and operates as 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, and multiple investment approaches tailored by individual advisors and third-party managers.

Ryan Remmel is a financial advisor at Harbour Investments, Inc. with over 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2024. In addition to his role at Harbour, he operates Remmel & Associates, where he works as an independent insurance agent, including offering 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 uses a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Clayton Tyree is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Harbour Investments, Inc. and has prior experience at NEXT Financial Group, Inc. and The Leist Group, LLC. Outside of his advisory roles, he is an independent insurance agent affiliated with The Leist Group, LLC. Harbour Investments, Inc. 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 construct customized portfolios using various instruments, and offers model-based solutions through a subscription platform.

Joseph Czukas is a financial advisor with Harbour Investments, Inc., holding a Series 66 designation and 23 years of industry experience. He has worked concurrently at Harbour Investments, Czukas, McCall & Assoc., Inc., and Capital Solutions since 2003. Outside of advising, Czukas is involved in community and educational activities, including serving as a volunteer festival coordinator for St. John Vianney Parish, instructing retirement planning courses at the Prepare Institute, and acting as an assistant varsity football coach at Marquette University High School. He also serves on the board of the Conservancy of Healing and Heritage and is a co-owner of a publishing company. 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, offering both discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.