Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ronald P
Series 63, Series 65
Myrtle Beach, SC
Harvest investment Services, LLC
Ronald Pyle is a financial advisor at Harvest Investment Services, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prospera Financial Services, Raymond James & Associates, and Wells Fargo Clearing. Outside of advisory work, he is an author and speaker and serves as a board member and CEO of a corporate association. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and consulting. The firm employs a combination of active tactical strategies and multiple analytical approaches, managing accounts on a discretionary basis and supporting plan sponsors through ERISA investment management services.
Anna D
Series 63, Series 65, Series 66
Indianapolis, IN
Harvest investment Services, LLC
Anna Dujan is a financial advisor with Harvest Investment Services, LLC, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. She has worked at Harvest Investment Services since 2016 and previously held positions at Proequities Inc, Guardian Life, and Concourse Financial Group Securities, Inc. Outside of her advisory role, she is involved in insurance sales and marketing for various products, including Medicare supplement and life insurance. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, pension consulting, and sub-advisory management. The firm utilizes a range of strategies including active tactical approaches and supports plan sponsors as ERISA investment managers.
Emmanuel I
Series 65
Prosper, TX
Harvest investment Services, LLC
Emmanuel Iroko is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Plero, Artium, Selby Lane Capital, and Giverise, where he is also Founder and CEO. Outside of advisory work, he founded Varens SoftTech LLC, a technology talent recruitment and software development business. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team approach and actively manages portfolios using a range of strategies and analyses tailored to client objectives.
Isaiah G
CFP®, Series 65
Lynchburg, VA
Harvest investment Services, LLC
Isaiah Gates is a CFP® and Series 65 licensed financial advisor with three years of industry experience. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc. Gates has prior experience with Christian Retirement Ministries and holds a teaching background including roles at Liberty University and Gateway Christian School. He is also a licensed independent insurance agent. Harvest Investment Services, LLC manages approximately $534 million in client assets through a multi-advisor team structure. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and specialized services such as 401k management, serving a diverse client base including individuals, retirement plans, and institutions.
Joseph W
Series 63, Series 65
Palmetto Bay, FL
Harvest investment Services, LLC
Joseph Webb III is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Envoy Advisory Inc. and Inspire Advisors, LLC dba Profit Planners Management Group. Webb is the founder and chairman of Twin Peaks Financial Ministries, a nonprofit organization that provides financial literacy seminars. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and other institutions. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and quantitative analyses, and serves as an ERISA investment manager when engaged.
John A
Series 63, Series 66
Spring, TX
Harvest investment Services, LLC
John Alyo is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harvest Investment Services since 2011, following a prior tenure at Proequities, Inc. He also serves as the designated principal and office manager at Harvest Financial Planning Group. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and operates through a multi-advisor team structure across several offices.
Michael S
Series 63, Series 65
Myrtle Beach, SC
Harvest investment Services, LLC
Michael Sokolik is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ausdal Financial Partners, Inc. and Intervest International Equities Corporation. Outside of his advisory role, he is an entertainer and producer with MSJR Productions and serves as a chapter leader for a referral networking group as well as treasurer of the Socastee Heritage Foundation, a nonprofit focused on preserving local historical heritage. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs an actively managed tactical strategy using various analytical methods and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.
Robert T
CFP®, Series 63
Oakbrook Terrace, IL
Harvest investment Services, LLC
Robert Thompson is a CFP® professional with 37 years of industry experience. He is currently with Harvest Investment Services, LLC and Midland States Bank and has prior experience at Fifth Third Bank and Concourse Financial Group Securities Inc. Outside of his advisory work, Thompson serves as Board President-Chair of the Oak Lawn Public Library Foundation and is a board member and consultant for Virtu Broadband LLC, providing guidance on growth and development. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and other consulting services. The firm uses a combination of customized portfolios and model-based strategies, incorporating active tactical approaches and multiple analysis methods, and supports plan sponsors as an ERISA investment manager when engaged.
Brenton N
Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Brenton Newell is a Series 65-licensed financial advisor with Harvest Investment Services, LLC, where he has worked since 2015. He has three years of industry experience and has held positions at Wheaton College, Visionworks, Evangel University, College of DuPage, CYT Chicago, and Newell Christian Academy High School. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs a multi-advisor team approach and offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, alongside specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.
Jeffrey P
Series 63, Series 65
Myrtle Beach, SC
Harvest investment Services, LLC
Jeffrey Pounds is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Prospera Financial Services, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, he is involved in an athletic training services business and serves as a successor trustee and executor for his family trust. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to individual and institutional clients, employing a multi-advisor team approach and a variety of investment strategies including tactical management and the use of options and leveraged ETFs.
Andrew B
Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Andrew Barlow is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds a Series 65 designation and is a partner at Harvesting Kingdom Resources, a private equity fund sponsor where he manages fund administration and investor relations. His work history also includes roles at Envoy Financial and Brand Champions. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.
Joshua P
Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Joshua Payne is an investment adviser representative at Harvest Investment Services, LLC with two years of industry experience. He holds a Series 65 credential and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Prior to entering the advisory field, Payne was involved with Give Interactive and Southern Illinois University. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized and model-based investment strategies and serves as an ERISA 3(38) investment manager, also managing pooled vehicles and providing sub-advisory services.
Kevin L
CFP®, Series 63, Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.
Seth S
Series 63, Series 65
Fresno, CA
Harvest investment Services, LLC
Seth Scott is a financial advisor at Harvest Investment Services, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Agape Planning Partners and Heartwood Financial Planning. Outside of his advisory role, Scott is a musician and serves as Treasurer on the Board of Directors for Legacy Christian Church, a nonprofit religious organization. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and offers tailored investment strategies that incorporate fundamental, technical, cyclical, and charting analysis.
Thomas S
Series 63, Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Thomas Shankland is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long tenures at ProEquities, Inc. and extensive involvement with multiple insurance companies dating back over four decades. He is also the owner of Shankland Financial Services, an estate and financial planning firm where he serves as a Certified Estate Planner and Chartered Financial Consultant. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and other entities. The firm employs an actively managed tactical strategy and serves clients through a multi-advisor team structure across several offices.
Brent E
CFP®, Series 63
Westfield, IN
Harvest investment Services, LLC
Brent Emerick is a CFP® with 27 years of industry experience and currently serves at Harvest Investment Services, LLC. His prior experience includes roles at Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp., where he worked for over three decades. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management and financial planning through customized or model-based strategies, supporting clients with active tactical approaches and serving as an ERISA 3(38) investment manager when engaged.
Ivy E
CFP®, Series 63
Westfield, IN
Harvest investment Services, LLC
Ivy Emerick is a CFP® with 26 years of experience in financial advisory. She currently works at Harvest Investment Services, LLC and has previously been with Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical investment approach and offers a range of services such as portfolio management, financial planning, pension consulting, and held-away 401k management through a multi-advisor team structure.
Ryan K
CFP®, Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Ryan Kaczmarek is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at Paulson Wealth Management Inc. from 2020 to 2024. He also serves as a co-trustee for a family trust managing his mother’s investment accounts. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisers. The firm employs an actively managed tactical strategy using fundamental, technical, cyclical, and charting analysis across a diverse client base through a multi-advisor team structure.
Timothy N
CFP®, Series 63, Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Timothy Newell is a CFP® with 40 years of experience in financial advisory services. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at ProEquities, Inc. He owns Harvest Financial Planning, LLC, where he provides comprehensive financial and estate planning, including trust preparation and tax services. Harvest Investment Services, LLC offers portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs a multi-advisor team approach and uses a variety of investment strategies tailored to client objectives and risk tolerance.
Wendy W
Series 66
Willow Springs, IL
Harvest investment Services, LLC
Wendy West is a Series 66-licensed financial advisor with Harvest Investment Services, LLC, bringing 28 years of industry experience. She has worked at Double W Financial Group, Inc. since 2014 and Harvest Financial Planning since 2012, with prior experience at Proequities from 2000 to 2018. West serves on the boards of the DeKalb Area Retirement Center and Kishwaukee United Way and chairs the IHSA Destination DeKalb, coordinating state high school football championships. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, and institutions. The firm employs an actively managed tactical investment strategy and offers a multi-advisor team structure with several offices.
Kenneth W
Series 63, Series 65
Danville, CA
Harvest investment Services, LLC
Kenneth Wilkinson is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Harvest Investment Services since 2012 and has operated his own advisory and insurance agencies since 1990. Outside of his advisory role, Wilkinson manages an estate and financial consulting business that assists with estate document preparation and fee-based financial planning. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and pension consulting. The firm employs customized portfolios and model-based strategies, including active tactical approaches and a blend of fundamental, technical, and quantitative analyses.
James S
Series 63, Series 65
Indianapolis, IN
Harvest investment Services, LLC
James Stawick is a financial advisor at Harvest Investment Services, LLC in Indianapolis, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Harvest since 2019 and previously at Archer Investment Corporation from 2010 to 2019. In addition to his advisory role, he owns The Stawick CPA Group, a bookkeeping and accounting business serving small businesses. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting, employing active tactical strategies and a combination of fundamental, technical, and quantitative analyses.
Luke B
Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Luke Baumgarten is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Harvest Investment Services since 2014. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and consulting. The firm uses a combination of active tactical strategies and fundamental, technical, and quantitative analyses to deliver customized or model-based investment solutions.
Thomas F
Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Thomas Fogelsong III is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and the gig economy, including roles at Illinois State University and DoorDash. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base that includes individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical strategy utilizing a range of analytical approaches and offers specialized services such as held-away 401(k) management and ERISA 3(38) investment management.
Kristine W
Series 63, Series 65, Series 66
Gettysburg, PA
Harvest investment Services, LLC
Kristine Witherow is an investment advisor representative at Harvest Investment Services, LLC with 29 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at ProEquities, Inc. from 2016 to 2018. Outside of her advisory role, she serves on the board of the Gettysburg Community Theatre and acts as fundraising chairperson for the Biglerville High School Band Boosters. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning. The firm employs active tactical strategies combining fundamental, technical, and quantitative analyses and serves as an ERISA investment manager when engaged.
Joseph S
Series 65
Oakbrook Terrace, IL
Harvest investment Services, LLC
Joseph Savenok is a financial advisor with Harvest Investment Services, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at firms including Jones Lang LaSalle and T. Rowe Price. He also serves as an Advisor Assistant with Envoy Advisory Inc., an affiliated investment advisory firm. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and uses a range of investment strategies including tactical management and various analytical techniques.
Brian P
Series 63, Series 65
Riverside, CA
Harvest investment Services, LLC
Brian Park is a financial advisor at Harvest Investment Services, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harvest since 2015. Prior to that, he was with ProEquities Inc. from 2014 to 2018. Outside of his advisory role, Park is the founder and CEO of Glocal Outreach, a nonprofit organization focused on coordinating religious groups for special projects, outreach efforts, and disaster relief. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions. The firm offers customized portfolio management and financial planning through active tactical strategies, supporting clients with ongoing monitoring, rebalancing, and ERISA investment management when engaged.
Ted M
Series 65
Arlington, TX
Harvest investment Services, LLC
Ted Miller is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms including Envoy Advisory Inc. and Simplicity, and is a managing member of Kingdom Oaks LLC, a business involved in buying and selling homes. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning with a focus on customized and model-based strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters