Harbour Investment Management L.L.C.

Carrie Hepburn is a financial advisor at Harbour Investment Management L.L.C. with eight years of industry experience. She holds a Series 65 designation and has worked at Lair Hill Partners Inc., ZUNA, LLC, Harbour Investments LLC, and Northwest Capital Management, Inc. since 2002. Harbour Investment Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on tailored portfolio management using fundamental analysis and continuous supervision, managing approximately $470 million in discretionary assets for about 195 clients through a five-advisor team.

Aalok Shah is a CFP® with nine years of industry experience, currently serving as an advisor at Harbour Investment Management L.L.C. He has worked at firms including Lair Hill Partners Inc, Zuna, LLC, Northwest Capital Management, and Heintzberger Payne. Shah is based in Edmonds, WA, and holds Series 63 and Series 65 licenses. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and long-term portfolio management, overseeing approximately $470 million in assets for around 195 clients through a five-advisor team.

Alvin Kwak is a financial advisor at Harbour Investment Management L.L.C. with a Series 65 credential. He has been with Harbour since 2025 and has prior experience at MAZO Capital Solution, District 2 Capital, and Sparrow Vision. Outside of finance, he has worked at Oki Golf and attended Columbia University. Harbour Investment Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs fundamental analysis to build diversified portfolios and manages approximately $470 million in assets for about 195 clients.

Erika Berkenhoff is a CFA® charterholder with 19 years of industry experience. She has been with Harbour Investment Management L.L.C. since 2006. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. Harbour Investment Management emphasizes fundamental analysis and ongoing portfolio supervision, managing approximately $470 million in assets for about 195 clients through a team of five advisors.

Michael Gill More is a CFA® charterholder with two years of industry experience. He is currently an advisor at Harbour Investment Management L.L.C., where he has worked since 2023. Prior to joining Harbour, he was with PaxJor Investments from 2020 to 2023 and Edge Asset Management from 2005 to 2020. Harbour Investment Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis and continuous supervision to build diversified portfolios tailored to longer-term objectives, managing approximately $470 million in assets for about 195 clients.