Harbour Investments, Inc.

Adam Hub is a financial advisor with Harbour Investments, Inc. and Avila Wealth Management, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Harbour Investments since 2016 and is currently associated with Avila Wealth Management. In addition to advisory services, he is also an independent insurance agent, including work with equity indexed 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 combination of fundamental and technical analysis to create customized investment strategies using a variety of instruments and offers model-based solutions through a subscription platform.

Michael Baer is a financial advisor at Harbour Investments, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2000. Baer serves on the Madison Community Foundation Professional Advisor Council and operates as 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 offers customized portfolio management strategies using a range of investment vehicles and model-based solutions, with ongoing account monitoring and periodic reviews.

Rachel Hook is a financial advisor at Harbour Investments, Inc. with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Gradient Securities, LLC and Beacon Insurance Advisors, LLC. Outside of her advisory role, she 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 uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Tyler Braun is a financial advisor at The Tranel Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments, Inc., 818 Capital Group, LLC, and Money Concepts Capital Corp. Outside of finance, Braun operated a taxidermy business for 17 years. The Tranel Group, LLC provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management, comprehensive portfolio management, standalone financial plans, and referrals to third-party money managers, employing a range of investment strategies and emphasizing client education.

James Pfeil is a financial advisor at Harbour Investments, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Calton & Associates, Capital Financial Services, and Thrivent Financial. In addition to his advisory role, he is involved as an independent insurance agent focusing on fixed annuities, life, disability, and long-term care Medicare plans. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, 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 offers model-based solutions through a subscription platform.

William Herding is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including White Water Wealth, LLC and Camelback Wealth Consultants. Outside of his advisory role, he is involved in community activities such as serving as co-captain of the Catholic Beer Club and treasurer for the Biltmore Area Partnership. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing both fundamental and technical analysis to create customized strategies across various asset classes. The firm offers discretionary and non-discretionary portfolio management, wrap-fee programs, and model-based solutions through a subscription platform.

Jarrett Heck is a financial advisor at Harbour Investments, Inc. with a Series 65 designation and over 10 years of industry experience. His career includes roles at NuVista Capital Management and Wesley Willows. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using a variety of instruments and offers model-based solutions through a subscription platform.

John Locke is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Harbour Investments, Inc. in Madison, WI. He previously worked at LPL Financial for eight years before joining Harbour and JL3 Financial. Outside of his advisory role, Locke is also a musician who performs at various events such as weddings and parties. 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 offers customized portfolio management using a combination of fundamental and technical analysis, employing mutual funds, ETFs, separately managed accounts, and other instruments.

Carla Zevnik Seufzer is a financial advisor at Harbour Investments, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2016. Outside of her advisory role, she serves on the advisory board and financial committee of the Xaverian Missionaries, a Catholic charity. 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 offers model-based solutions through a subscription platform.

Shaefer Oshefsky is a financial advisor with Harbour Investments, Inc. in Luxemburg, WI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been affiliated with Oshefski Financial Services and Harbour Investments since 2009. Outside of advising, he serves as town clerk for the Town of Montpelier and is involved in timber harvesting through his ownership of Oshefsky Timber. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, 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 offers model-based solutions through a subscription platform.

Cydney Mains is a financial advisor at Harbour Investments, Inc. with a Series 66 license and no prior industry experience. Her work history includes roles in wealth management as well as positions in education and the hospitality sector. Harbour Investments, Inc. 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 strategies and offers model-based solutions through a subscription platform.

Daniel Krueger is a financial advisor with Harbour Investments, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Annex Wealth Management, Provident Insurance Group, and H. Beck, Inc., as well as operating his own insurance sales business since 1991. Outside of advisory services, he is involved in insurance sales and individual tax preparation. 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 blend of fundamental and technical analysis to construct customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

Emily Olson is a financial advisor at Harbour Investments, Inc. with 11 years of industry experience. She holds a Series 66 designation and has been with Harbour since 2014. In addition to her advisory role, Olson operates as an independent insurance agent, providing services including equity indexed annuities. Harbour Investments offers 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 create customized investment strategies, utilizing a range of instruments such as mutual funds, ETFs, and annuities, with ongoing monitoring and periodic reviews.

Michael Dreyer is a CFP® with 12 years of industry experience, currently serving at Harbour Investments, Inc. and leading Dreyer Wealth Management LLC. His prior experience includes a decade at PDI Financial Group. Outside of his advisory work, he coaches flag football at the YMCA. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm employs a combination of fundamental and technical analysis to create customized investment strategies, offering both discretionary and non-discretionary portfolio management solutions.

Kelsie Wilson is a financial advisor at Harbour Investments, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Harbour Investments since 2019, in addition to roles at Westside Financial Services, LLC and Rita Wilczek, Inc. Wilson 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 both discretionary and non-discretionary management through various platforms.