Daniel Lemens is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Keystone Financial Group since 2001, Harbour Investments since 2014, and Fox River Tax Centers since 2015. Outside of advising, Lemens serves on the board of Bay Area Girls Basketball Inc., a nonprofit organization focused on providing elite summer basketball opportunities for girls in Northeast Wisconsin. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering portfolio management, financial planning, and multiple investment management approaches tailored by individual advisors and approved third-party managers.

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.

Callee Berry is a financial advisor at Harbour Investments, Inc. with a Series 65 designation and experience dating back to 2017 in various roles including financial services and education. Prior to joining Harbour Investments, Berry worked at Keystone Financial, Fox Communities Credit Union, and Loft. Harbour Investments serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering customized portfolio management and financial planning using a combination of fundamental and technical analysis across multiple investment vehicles.