Madison, WI D'Onofrio Dr Office

Aaron Hager is a financial advisor at Harbour Investments, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Harbour Investments and its affiliated entities since 2005. Outside of his advisory role, he is also an independent insurance agent, which may include work with equity indexed annuities. 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 using a variety of investment instruments and also offers model-based solutions through a subscription platform.

Bailey Buhr is a financial advisor at Harbour Investments, Inc. with two years of industry experience. Prior to joining Harbour Investments in 2023, Buhr worked at Menards as a plumbing sales associate and has additional experience in retail. At Menards, Buhr assisted customers with plumbing needs outside of trading hours. Harbour Investments serves a wide 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 various investment strategies through both internal and third-party managers.

Richard O'Leary III is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked with Harbour Investments and Harbour Management since 1999. Outside of his advisory role, he is the sole owner of MMM Trends LLC, a company that creates and sells coloring and children's books. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to develop customized strategies and offers a range of solutions including discretionary portfolio management and model-based subscription services.

Trevor Conti is a financial advisor with Harbour Investments, Inc. and holds a Series 66 credential. He has 12 years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Thrivent Financial. Outside of his advisory work, he is a partial owner of The Grateful Hound, LLC, a dog daycare, grooming, and spa services business, and operates Transcend, LLC, which focuses on business strategy, marketing, and life coaching. Harbour Investments serves a broad mix of individual clients, trusts, pension and 401(k) plans, and institutional entities, offering both discretionary and non-discretionary portfolio management alongside financial planning and consultation. The firm’s investment approach varies by advisor and manager, utilizing methods such as fundamental and technical analysis and providing access to multiple execution pathways including wrap programs and third-party manager platforms.

Mark Sweeney is a financial advisor with Harbour Investments, Inc. and Sweeney Financial Group, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes long-term roles at Capital Financial Services, Inc. and Mass Mutual, dating back to 1981. In addition to advisory work, he is active as an insurance agent involved in direct sales with life insurance companies. 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 using a range of investment vehicles, and offers both discretionary and non-discretionary portfolio management options.

Michael Dellolio is a Series 66 licensed financial advisor at Harbour Investments, Inc. in Madison, WI, with nine years of industry experience. He has been with Harbour Management and Harbour Investments since 2015. Harbour 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 investment strategies using various instruments and also offers model-based solutions through a subscription platform.

Scott Conwell is a CFP® professional with 17 years of industry experience, currently with Harbour Investments, Inc. in Madison, WI. His prior roles include positions at Canopy Wealth Management, Northwestern Mutual Investment Management, and the Wisconsin Department of Financial Institutions. Outside of his advisory work, he serves as an at-large board member for Capital Off-Road Pathfinders, a mountain biking advocacy group, and owns Closer To North, LLC, an outdoor recreation business focused on biking, camping, travel, and photography. 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 investment strategies and offers model-based solutions through a subscription platform.

Kyle Kopitzke is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Harbour Management, LLC and Harbour Investments, Inc. since 2014. In addition to his advisory role, 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, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Valerie Miller is a financial advisor at Harbour Investments, Inc. with 23 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes roles at Kms Financial Services, Inc., Securities America Advisors, Inc., and OSAIC. She is the owner of Nocturnal Sun LLC, which operates as the business account for Ben Cain & Associates, where she provides comprehensive financial planning and manages various client accounts. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple execution platforms, utilizing a range of investment approaches tailored by advisers and third-party managers.

Joseph Coleman is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Journey Financial Partners, LPL Financial LLC, and McFarland Investment Center. Outside of his advisory work, he is involved in a part-time office cleaning business. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple execution platforms, employing a range of investment strategies tailored by individual advisors and approved third-party managers.

Carina Moreland is a CFP® professional with 15 years of experience in the financial industry. She is currently with Harbour Investments, Inc. and previously worked at LPL Financial and McFarland State Bank. Outside of finance, she is involved with Fosdal Bakery, LLC, a business she has been part of since 2016. Harbour Investments serves a diverse 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, employing various investment strategies tailored by individual advisors and third-party managers.

Anthony Smith is a financial advisor with Harbour Investments, Inc. in Madison, WI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Harbour Management LLC and Harbour Investments, Inc. since 2004. Outside of his advisory role, Smith is also an independent insurance agent. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and various account management services. The firm employs a range of investment approaches tailored to individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution options.

Julie Nelles is a financial advisor at Harbour Investments, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Harbour Investments and its affiliated entities since 2004. In addition to her advisory work, she is an independent insurance agent, including activities related to equity indexed annuities. 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 uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of products and model-based solutions monitored and reviewed regularly.