Daniel Osborn is a financial advisor at Harbour Investments, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Meraki Wealth Management, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory role, he is also an independent insurance agent, including activities related to equity index annuities. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a mix of fundamental and technical analysis to create customized portfolios using various investment instruments and offers model-based solutions through a subscription platform.

Noah Wadley is a financial advisor at Harbour Investments, Inc. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Harbour Investments, he worked at Meraki Wealth Management and Faribanks Morse, and before that held positions at Rock Valley College and The Keystone School. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to each advisor and client.