Joseph Coleman is a financial advisor with Harbour Investments, Inc. in Stoughton, WI, holding Series 63 and Series 65 licenses and three years of industry experience. His prior experience includes roles at Journey Financial Partners, LPL Financial LLC, and McFarland Investment Center. Outside of advising, he is engaged in office cleaning services on a limited basis. Harbour Investments serves a broad 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 investment platforms and third-party managers, employing diverse investment approaches tailored by individual advisors and managers.

Carina Moreland is a CFP® professional at Harbour Investments, Inc. with 15 years of industry experience. She previously worked at LPL Financial and McFarland State Bank. Outside of financial advising, she is involved in Fosdal Bakery, LLC, a business she has been part of for ten years. Harbour Investments serves a diverse range of clients, including individual investors, trusts, pension and 401(k) plans, as well as institutional and corporate entities. The firm offers a variety of portfolio management and advisory services tailored to different investment approaches, with ongoing account monitoring and multiple execution options.