Steven Ratajczak is a financial advisor at Harbour Investments, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been associated with Oostburg Financial Services since 2014. In addition to his advisory role, he works as an independent insurance agent, which may include equity indexed annuities. Harbour Investments serves a diverse range of clients 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 various execution platforms, employing a range of investment approaches tailored by individual advisers and third-party managers.

Jason Anger is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at Oostburg Financial Services since 2021, following prior roles at Risterer Financial, Veritas Financial, Lakeland University, The Bull at Pinehurst Farm, and Sheboygan Lutheran High School. Outside of advising, he is also 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 both fundamental and technical analysis to develop customized strategies and offers a range of solutions including discretionary portfolio management and model-based platforms.

Paul Scofield is a financial advisor with Harbour Investments, Inc. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Harbour in 2022, he worked at Securities America Advisors and Edward Jones. Outside of his advisory role, Scofield is involved as a registered advisor with Legacy Advisor Network, Ltd., and works as an independent insurance agent, including selling equity indexed annuities and funeral trusts. 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 utilizes a combination of fundamental and technical analysis to create customized strategies, employing a range of investment vehicles such as mutual funds, ETFs, fixed income, and annuities, with ongoing account monitoring and periodic reviews.

Pablo Alvarez Gil is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has held previous roles at firms including BMO Wealth Management, Wells Fargo Bank, and Riverstone Wealth Partners. Harbour Investments serves a broad range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple execution platforms with investment approaches that vary by advisor and approved third-party managers.