Matthew Smith is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience and holds Series 63 and Series 65 designations. His prior work includes roles at Jackson National Life Distributors, LLC and Wealth Distribution Strategies. Outside of his advisory role, he serves as an assistant hockey coach at Edgewood High School in Madison, 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 combination of fundamental and technical analysis to create customized strategies, offering various portfolio management options and model-based solutions through a subscription platform.

Stephen Smith is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at LPL Financial and operating his own advisory practice. Outside of advisory work, he is also an independent insurance agent and a career agent with Ohio National Life Insurance Company. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies using a variety of instruments and offers model-based solutions through a subscription platform.