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.

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.

Michael Leist is a financial advisor at Harbour Investments, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Harbour Investments since 2023. Leist also operates The Leist Group, LLC, which provides independent insurance services and tax preparation. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers portfolio management, financial planning, and multiple investment implementation options tailored to individual adviser strategies.

Walter Fahey is a financial advisor with Harbour Investments, Inc. in Elm Grove, WI, holding a Series 66 designation and one year of industry experience. He has worked with The Leist Group and is also involved with Tally's Tap, a bar in Waukesha, WI. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management, financial planning, and investment services tailored to different approaches and client needs.