West Chester, OH Office

Monica Dwyer is a CFP® with 21 years of industry experience, currently serving at Harvest Financial Advisors, LLC since 2018. Prior to this, she worked for 14 years at Fidelity Brokerage Services LLC. Outside of financial advising, she is an independent marketing representative for Melaleuca Inc., involved in direct sales and hosting product introduction events. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of investment analyses and strategies, with regular client communications and educational offerings.

Joy Schlie is a CFP® professional with 26 years of industry experience, currently serving at Harvest Financial Advisors, LLC. Her prior roles include positions at FHT Advisors, Cetera Advisors LLC, and Fidelity Investments. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, employing fundamental, technical, and cyclical analysis to implement both long- and short-term strategies.

Benjamin Hunter is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Hunter has also been involved with Crossroads Community Church and operated his own financial coaching and estate solutions businesses. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, and estates. The firm provides portfolio management, financial planning, and consulting services using a variety of analytical approaches and offers ongoing client communication through newsletters and educational events.

Matthew Savoti is a financial advisor at Harvest Financial Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Harvest in 2023. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individuals, high-net-worth clients, trusts, estates, and other entities. The firm offers portfolio management and financial planning using fundamental, technical, and cyclical analysis, and provides ongoing client communications including newsletters and educational seminars.

Paul Burgdorf is a financial advisor at Harvest Financial Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Harvest Financial Advisors since 2009. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services using fundamental, technical, and cyclical analysis, with strategies implemented on both discretionary and non-discretionary bases.

Ryan Motsinger is a financial advisor at Harvest Financial Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and MML Investors Services, LLC. Outside of advisory work, he has served as a Financial Aid Support Specialist at Regent University. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $583 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services, utilizing fundamental, technical, and cyclical analysis to implement various investment strategies.