Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Floriana R

Series 66

Kalamazoo, MI

Harbour Investments, Inc.

Floriana Romanelli is a financial advisor at Harbour Investments, Inc. with nine years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Edward Jones, and Fifth Third Bank. Outside of her advisory role, Romanelli owns and operates an independent insurance agency, a daycare business, and a wealth management firm, and she is also involved in sales and marketing for consumer product companies. Harbour Investments serves a diverse clientele 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 tailored by individual advisors and approved third-party managers.

Annuities Options & derivatives strategies
user avatar
firm logo

Jeffrey L

Series 63, Series 66

Kalamazoo, MI

Harbour Investments, Inc.

Jeffrey Lectka is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Harbour Investments since 2019 and has also been associated with Investment Plus since 2016. Outside of his advisory work, Lectka operates as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional and corporate entities. The firm offers a range of portfolio management and financial planning services, with investment approaches tailored by individual advisors and approved third-party managers.

Annuities Options & derivatives strategies
user avatar
firm logo

Karla R

Series 63, Series 65

Kalamazoo, MI

Harbour Investments, Inc.

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.

Annuities Options & derivatives strategies
user avatar
firm logo

David K

Series 63, Series 65

Kalamazoo, MI

Harbour Investments, Inc.

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.

Annuities Options & derivatives strategies
user avatar
firm logo

Paul K

Series 66

Kalamazoo, MI

Harbour Investments, Inc.

Paul Knibbe is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding a Series 66 designation and 15 years of industry experience. He has operated Knibbe Investment Management LLC since 2013 and also works as an independent insurance agent under that name. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and access to multiple investment management platforms.

Annuities Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)