Harbour is honored to continue a tradition that celebrates the individuals who make our advisor community so exceptional — those who not only achieve success professionally, but also make a meaningful difference in the lives of others.
Within the Harbour family, we are fortunate to work alongside advisors who lead with compassion, generosity, and purpose. The Person of the Year award recognizes more than professional accomplishments; it celebrates the lasting impact our advisors have on their clients, colleagues, communities, and the people around them.
We invite you to nominate a fellow Harbour advisor who exemplifies these qualities through their actions and leadership. Consider those who demonstrate outstanding:
• Philanthropy – giving back through service, generosity, and community involvement
• Leadership – encouraging and inspiring others while leading by example
• Positive Impact – creating meaningful change within their community or the Harbour family
To submit a nomination, please complete this survey with the name of the advisor you are nominating and any information you would like the Advisory Board to consider during the selection process.
Nominations will be accepted through July 31st, and the 2026 Person of the Year will be recognized at Harbour’s Annual Conference this September.
Thank you for helping us celebrate the remarkable individuals who make Harbour such a special community.
Click here to take the survey: https://forms.office.com/r/vXGYFfhjXj
Please join us in welcoming Valerie Miller to the Harbour family! Val and her team are located in Edmonds, WA and come to us from Osaic.
Please join us in welcoming Carina Moreland to the Harbour family! Carina and her team come to us from LPL and are located in Stoughton, WI
Tuesday, June 2nd in Minnesota: https://forms.office.com/r/HJCpRQ6VqW
Tuesday, June 16th in Madison: https://forms.office.com/r/WYFgass4yQ
Tuesday, June 30th in Green Bay: https://forms.office.com/r/jCDaxTtPLG
Tuesday, July 28th in Michigan: https://forms.office.com/r/QV6fMytaTB
We are exploring several optional pre- and post-cruise land extensions for those who would like to extend their trip before or after the June 26 – July 3, 2027 cruise.
Please review the below PDFs for full itineraries and details, and submit your interest using the survey by Friday, March 20, 2026. This will help us determine participation levels, secure hotel space, and finalize pricing. Some extensions require a minimum number of participants to move forward.
All land extensions include 4–5 star hotels, two pieces of luggage per person, and two drinks included with each meal. Flights are not included, and pricing will be in addition to the cruise cabin cost.
Survey Link – please express interest by Friday, March 20th.
Pre & Post Cruise Options – Full Details
Pre & Post Cruise Options – 1 Pager
Black Diamond access is now available for all Harbour advisors and support teams. Login invitations were emailed Thursday afternoon from “Harbour Investments, Inc.” (noreply@bdreporting.com) and include a personalized link (expires in seven days; new invitations can be issued if needed).
After logging in, please review the training resources within Black Diamond and visit the Harbour website under Training & Resources → Black Diamond for onboarding guidance, pricing, integrations, and FAQs. Town hall–style training sessions will be announced soon.
Please note that full historical data from Morningstar Office is still being imported. We’ll provide updates once the process is complete.
For questions, contact the Harbour Home Office or email blackdiamond@harbourinv.com.
Just 5 cabins remain for the 2027 Avalon Waterways Danube Dreams Cruise, sailing June 26–July 3, 2027.
You’ll fly into Munich and return home from Budapest. Additional itinerary details can be found on Avalon Waterways’ website here:
https://www.avalonwaterways.com/river-cruise/danube-dreams-eastbound/wdb/?season=2027
Click here to express your interest and reserve a room:
https://forms.office.com/r/icHE0F5ZYP
Please join us in welcoming John D’Amelio to the Harbour family! John will be joining the wonderful team at Koenig Financial Group in Edmonds, WA. He comes to us from Greystone Financial.
As we plan our Tuesday Support Staff calls for 2026, we’d love to hear your feedback. Your input will help us shape future topics and ensure these sessions are useful, relevant, and supportive of your day-to-day work.
Please take a few minutes to complete the short survey linked below. We’re especially interested in hearing what topics you’d like to see covered, areas where deeper training would be helpful, and any ideas you have for future calls.
General topics: https://forms.office.com/r/q4BKJXRjFF
Reports: https://forms.office.com/r/yVRrkaTqN0