Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jeanne H

Series 63, Series 65

North Fort Myers, FL

Harvest Portfolio Management, LLC

Jeanne Hill is a financial advisor with Harvest Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Intentional Funds, Blackridge Asset Management, Peak Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she is also active as a licensed realtor with Coldwell Banker in Cape Coral, FL. Harvest Portfolio Management, LLC manages approximately $98 million in client assets for around 76 clients, focusing primarily on portfolio management for individual, non-high-net-worth clients. The firm serves a diverse client base that includes various institutional types while emphasizing operational controls and regulatory compliance.

user avatar
firm logo

Mark S

Series 63, Series 66, Series 65

Isle of Palms, SC

Harvest Portfolio Management, LLC

Mark Seski is a financial advisor at Harvest Portfolio Management, LLC with 26 years of industry experience. He has held positions at Harvest Portfolio Management since 2018 and previously worked at Reliance Trust Company of Delaware from 2016 to 2018. He holds the Series 63, Series 65, and Series 66 credentials. Harvest Portfolio Management, LLC is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, and institutional fiduciaries. The firm employs a long-term, fundamentals-oriented investment approach that incorporates tax awareness, risk management, and both quantitative and qualitative factors, while utilizing large language models to support research.

Warmer team member

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")