Heather Hofstetter is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding the ChFC® and Series 66 designations with 16 years of industry experience. Her career includes roles at Angeles Wealth Management, CETERA Advisor Networks LLC, Girard Securities, and United Capital Financial Advisers, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm manages individual accounts through various investment vehicles and advises an open-end mutual fund, reporting over $1.13 billion in regulatory assets under management.

Charles Scavone is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Oak Harvest Investment Services and Oak Harvest Financial Group since 2023, following prior roles at PricewaterhouseCoopers and as a self-employed advisor. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts using a range of investment vehicles, including mutual funds, ETFs, equities, and fixed income, with an emphasis on tailored allocations and ongoing account monitoring.

Nicole Riney is a CFP® professional with six years of industry experience, currently serving at Oak Harvest Investment Services since 2019. Prior to joining Oak Harvest, she worked for the Houston Municipal Employee Pension System for ten years. In addition to her advisory role, she is involved with Oak Harvest Insurance Services, where she sells annuities and various insurance products. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts and offers customized investment programs using mutual funds, ETFs, equities, and fixed-income securities tailored to client goals and risk tolerance.

Janice Whitten is a CFP® with 29 years of industry experience, currently serving at Oak Harvest Investment Services. Her work history includes roles at Invesco, LPL Financial, and Intrua Financial. In addition to her advisory duties, she is an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services offers portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients. The firm manages discretionary and non-discretionary accounts, advises an open-end mutual fund, and integrates financial planning into its investment process through client engagement and a range of investment strategies.

Ryan Kenney is a financial advisor at Oak Harvest Investment Services with six years of industry experience. He holds a Series 65 designation and has worked at Oak Harvest since 2020. Outside of his advisory role, Kenney is involved with Boys and Girls Country of Houston. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients, offering both discretionary and non-discretionary management with tailored investment strategies.

Eric Nguyen is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Oak Harvest Investment Services since 2022. His prior experience includes roles at Fidelity Investments, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, 49 Financial Management, and Axa Advisors. Outside of advising, he is also an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles tailored to client goals and risk tolerance, and manages an affiliated long/short hedged equity mutual fund alongside an affiliated insurance agency.

Elizabeth Krog is a CFP® with six years of industry experience and is currently an advisor at Oak Harvest Investment Services. Her previous roles include positions at Facet Wealth, McKinney Capital Management, and the Legislative Budget Board. Krog is also a licensed insurance agent and occasionally offers commissionable products to clients. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients, as well as retirement plan sponsor services. The firm integrates financial planning with portfolio management and advises an open-end mutual fund, managing over $1.13 billion in assets.

Troy Sharpe is a CFP® with 11 years of industry experience and is affiliated with Oak Harvest Investment Services in Houston, TX. He has held leadership roles at multiple Oak Harvest entities since 2010 and also manages his own consulting firm. Sharpe serves as president of Oak Harvest Financial Group, a holding company, and Oak Harvest Insurance Services, an insurance agency. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed-income securities, with ongoing account monitoring and periodic reviews.

Christopher Myrick is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Oak Harvest Investment Services since 2016 and is also associated with Oak Harvest Financial Group since 2013. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, constructing investment programs tailored to client goals using mutual funds, ETFs, equities, and fixed-income securities, and manages an affiliated long/short hedged equity mutual fund.

James Mc Farland is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation with nine years of industry experience. He has been with Oak Harvest Financial Group and Oak Harvest Investment Services since 2016 and previously worked at Morgan Stanley. Oak Harvest provides portfolio management, financial planning, and consulting services to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm manages individual accounts and an open-end mutual fund, employing both long-term and short-term trading strategies across multiple investment vehicles.

Dwane Bacak is a CFA® charterholder with 17 years of industry experience. He is currently with Oak Harvest Investment Services, where he has worked since 2023. Prior to joining Oak Harvest, he spent 27 years at Invesco. Outside of his advisory role, he serves as Chief Financial Officer at Cement Crafters LLC, providing advice to a furniture manufacturing company started by his family. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients, as well as retirement plan sponsor services. The firm manages individual accounts and an open-end mutual fund, employing a range of investment strategies including mutual funds, ETFs, equities, fixed income, and algorithmic trading.

Jessica Cannella is a Series 65 licensed financial advisor with Oak Harvest Investment Services in Houston, TX, where she has worked since 2018. She has eight years of industry experience and is also associated with Oak Harvest Financial Group since 2010. In addition to her advisory role, she is involved in providing insurance services, including annuities and life, health, and long-term care coverage, through unaffiliated insurance companies. Oak Harvest Investment Services offers portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages a range of investment products and conducts periodic reviews to tailor strategies to clients’ goals and risk tolerance.

Edward Rossi is a CFP® professional with over 32 years of industry experience. He has been with Oak Harvest Investment Services since 2020 and has prior experience at firms including E*TRADE Capital Management and Edelman Financial Services. Rossi is also an insurance agent affiliated with Oak Harvest Insurance Services, where he recommends and sells insurance products such as annuities and life insurance. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients, as well as retirement plan sponsor services. The firm manages assets across various investment vehicles and operates an affiliated insurance agency while advising its own registered mutual fund.

Chad Schneider is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with several firms, including Private Advisor Group and Kidwell & Company, before joining Oak Harvest in 2021. Mr. Schneider is also a licensed insurance agent and occasionally offers clients insurance products through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan services to individuals, families, and high-net-worth clients. The firm offers discretionary and non-discretionary management using a variety of investment vehicles and conducts regular reviews and ongoing monitoring tailored to client goals and risk tolerance.

Christopher Perras is a CFA®, ChFC®, and holds a Series 66 license with 12 years of industry experience. He has been with Oak Harvest Investment Services in Houston, TX since 2018 and previously worked at Mosaic Advisors and as a self-employed trader. Outside of advisory work, he is also an insurance agent involved in selling annuities, life, health, and long-term care coverage through various unaffiliated insurance companies. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, and high-net-worth clients, as well as retirement plan sponsor services. The firm manages over $1.13 billion in assets and integrates financial planning with investment strategies that include mutual funds, ETFs, equities, fixed income, and fund-based solutions.

Larisa Kutac is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation. She has been with Oak Harvest Financial Group since 2017 and has prior experience at White House Black Market and Sona Med Spa. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts, utilizing a range of investment vehicles tailored to clients’ goals and risk tolerance.

Dustin Humrich is a financial advisor at Oak Harvest Investment Services in Houston, TX, with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Oak Harvest, he worked at Merrill Lynch, Vanguard Inc, and Bank of America. Outside of finance, Humrich is involved in a for-profit venture selling residential solar panels. Oak Harvest provides portfolio management, financial planning, and consulting services to individuals, families, and high-net-worth clients, as well as retirement plan sponsors. The firm manages both discretionary and non-discretionary accounts, advises an open-end mutual fund, and integrates financial planning into its portfolio management process using various investment strategies including mutual funds, ETFs, equities, and fixed income.

Tavis Parkerson Jr. is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Oak Harvest and NewEdge Advisors in various capacities since 2022 and previously was employed at Rethink Wealth and Guardian Life Insurance Company. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting services to individuals, families, and high-net-worth clients, along with retirement plan sponsor services. The firm manages both discretionary and non-discretionary accounts, serves as adviser to an open-end mutual fund, and integrates financial planning into its investment process using a range of securities and strategies.

Tatum Arther is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Oak Harvest, Arther held roles at MML Investors Services LLC and Mass Mutual Life Insurance Company/SFG. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting to individuals, families, high-net-worth clients, and retirement plan sponsors. The firm integrates financial planning into its portfolio management processes and manages an open-end mutual fund, with over $1.13 billion in regulatory assets under management.