Harmony Asset Management LLC

Michael Aloian is a financial advisor at Harmony Asset Management LLC in Tampa, FL, holding a Series 65 designation with four years of industry experience. He previously worked at Charlotte State Bank & Trust for 16 years before joining Harmony in 2022. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

Stuart Henley is a financial advisor with Harmony Asset Management LLC in Auburn, Alabama, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank from 1999 to 2018. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and nonprofit organizations. The firm employs a long-term, risk-aware investment approach that combines fundamental analysis with proprietary technical indicators to construct diversified, multi-asset portfolios, managing accounts on a discretionary basis with client-imposed restrictions.

Mark Eisenhut is a financial advisor with Harmony Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Mercer Investments, The Vanguard Group, and USAA. Since 2025, he has also served as the executive director of Harmony NonProfit, a nonprofit advisory business affiliated with his firm. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process that combines fundamental analysis with proprietary technical indicators to create diversified, multi-asset portfolios.

Kenneth Jobson is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Platinum Wealth Partners, and Hayden Royal. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

Alan Rosenfield is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Harmony Asset Management since 2005. Rosenfield is a managing member of Harmony Research & Compliance LLC, which provides research ideas, investment strategies, and compliance services to Harmony AM. Harmony Asset Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.

Hairold Lopez is a financial advisor at Harmony Asset Management LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Intel Corporation for six years. Outside of his advisory role, he manages Yulee Health LLC, a medical device sales business. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and nonprofit organizations. The firm employs a long-term, risk-aware investment approach combining fundamental analysis and proprietary technical indicators across multiple asset classes.

Dale Boettcher is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at American Wealth Management, Great Lakes & Atlantic Wealth Management, and Paver Solutions. Outside of financial advising, he operates an auto parts delivery business and holds life and health insurance licenses. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process using fundamental and proprietary technical analysis to build multi-asset portfolios, and it also offers an educational program alongside nonprofit-specific services.