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Ronald P

Series 63, Series 65

Myrtle Beach, SC

Harvest investment Services, LLC

Ronald Pyle is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Harvest in 2024, he worked for over a decade at Prospera Financial Services, Inc. Outside of his advisory role, he is involved in writing, speaking engagements, and serves as a board member and CEO of KECO, LLC, a corporate association. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, and institutional clients. The firm employs an actively managed tactical investment approach utilizing fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Anna D

Series 63, Series 66, Series 65

Indianapolis, IN

Harvest investment Services, LLC

Anna Dujan is a financial advisor with Harvest Investment Services, LLC in Indianapolis, IN, holding Series 63, 65, and 66 credentials and 21 years of industry experience. She has been with Harvest Investment Services since 2016 and previously worked at ProEquities Inc. Anna also works as an insurance agent, involved in the sales and service of various insurance products, including annuities and Medicare supplement insurance. 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 range of investment approaches, including active tactical strategies and a combination of fundamental, technical, and quantitative analyses, and supports plan sponsors as an ERISA investment manager when engaged.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Robert T

CFP®, Series 63

Oakbrook Terrace, IL

Harvest investment Services, LLC

Robert Thompson is a CFP® with 36 years of industry experience, currently serving at Harvest Investment Services, LLC. His career includes roles at Midland States Bank, Fifth Third Bank, and Concourse Financial Group Securities Inc. He is president of Progressive Financial Planning Services Inc., an independent financial planning practice, and serves as board president-chair of the Oak Lawn Public Library Foundation as well as a consultant to Virtu Broadband LLC. 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 fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account management.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Joshua P

Series 65

Oakbrook Terrace, IL

Harvest investment Services, LLC

Joshua Payne 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 both Harvest Investment Services and Envoy Advisory Inc. since 2024. 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 active tactical strategies combined with fundamental, technical, and quantitative analyses, and serves as an ERISA investment manager when engaged.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Brent E

CFP®, Series 63

Westfield, IN

Harvest investment Services, LLC

Brent Emerick is a CFP® with 26 years of industry experience, currently serving at Harvest Investment Services, LLC since 2023. His prior experience includes roles at Wealth Advisory Solutions, LLC and Comprehensive Financial Planning Services Corp., where he has worked since 1984. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and manages approximately $534 million in client assets using actively managed tactical strategies and a variety of analytical approaches.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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James S

Series 63, Series 65

Indianapolis, IN

Harvest investment Services, LLC

James Stawick is a financial advisor at Harvest Investment Services, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harvest since 2019. Prior to that, he was with Archer Investment Corporation for nine years. Stawick is also the owner of The Stawick CPA Group, a bookkeeping and accounting business serving small businesses in Indianapolis. Harvest Investment Services provides portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using fundamental, technical, and cyclical analysis, offering services through a multi-advisor team structure across several offices.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Luke B

Series 65

Oakbrook Terrace, IL

Harvest investment Services, LLC

Luke Baumgarten is a financial advisor at Harvest Investment Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Harvest since 2014. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services. The firm serves a diverse client base through a multi-advisor team structure and employs an actively managed tactical investment approach tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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 28 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 volunteers as the 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, financial planning, and consulting. The firm employs a range of strategies including active tactical management and supports plan sponsors as an ERISA 3(38) investment manager.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Brian P

Series 63, Series 65

Riverside, CA

Harvest investment Services, LLC

Brian Park is a financial advisor with Harvest Investment Services, LLC in Riverside, CA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked at Harvest Investment Services since 2015 and previously at ProEquities Inc. Outside of his advisory role, he is the founder and CEO of Glocal Outreach, a nonprofit organization focused on coordinating religious groups for special projects, outreach, and disaster relief. Harvest Investment Services, LLC manages approximately $534 million in client assets and serves a diverse client base including individuals, retirement plans, trusts, and charities through a multi-advisor team structure. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing an actively managed tactical strategy with fundamental and technical analysis.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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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.

Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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