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Michael M

ChFC®, Series 66

Hunt Valley, MD

Harvest Investment Consultants LLC

Michael Meily is a ChFC® and Series 66 credentialed advisor with 25 years of industry experience. He has been with Harvest Investment Consultants LLC since 2008. Outside of his advisory role, he is appointed with various insurance carriers for brokering nonregistered insurance products. Harvest Investment Consultants LLC provides fee-based portfolio management and modular financial planning services to individuals, families, and institutional clients. The firm manages approximately $492 million for about 1,025 clients, structuring portfolios based on documented risk profiles and employing diversified strategies tailored to tax sensitivity, income needs, and client restrictions.

Wealth management Retirement income strategy Charitable giving & philanthropy Founder/Business Owner
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David B

Series 66

Hunt Valley, MD

Harvest Investment Consultants LLC

David Baker is a financial advisor at Harvest Investment Consultants LLC with 24 years of industry experience. He holds the Series 66 designation and has been with Harvest Investment Consultants since 2016. Harvest Investment Consultants provides fee-based portfolio management and consulting services to individuals, including high-net-worth clients, and institutional sponsors such as defined benefit plans, 401(k) plans, endowments, and charitable organizations. The firm focuses on risk management and absolute-return strategies, using a variety of asset types and proprietary credit analysis within standardized processes supported by technology tools.

Wealth management Retirement income strategy Charitable giving & philanthropy Founder/Business Owner
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Donna Z

Series 66, Series 65

Hunt Valley, MD

Harvest Investment Consultants LLC

Donna Zidwick is a financial advisor with Harvest Investment Consultants LLC in Hunt Valley, MD, holding Series 65 and Series 66 licenses and 10 years of industry experience. She has been with Harvest Investment Consultants since 1991. Outside of advisory services, she is also licensed as an insurance agent. Harvest Investment Consultants provides fee-based portfolio management and consulting to individuals and institutional sponsors, focusing on risk management and absolute-return strategies across a range of asset classes.

Wealth management Retirement income strategy Charitable giving & philanthropy Founder/Business Owner
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Mark P

Series 63, Series 65

Hunt Valley, MD

Harvest Investment Consultants LLC

Mark Pallack is an advisor at Harvest Investment Consultants LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eagle Strategies and New York Life insurance company. In addition to his advisory role, he brokers outside insurance products through Harvest Insurance, Inc. Harvest Investment Consultants provides fee-based portfolio management and consulting to individuals, high-net-worth clients, and institutional sponsors. The firm focuses on risk management and absolute-return strategies, offering modular financial planning services alongside active portfolio management.

Wealth management Retirement income strategy Charitable giving & philanthropy Founder/Business Owner
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