Harvest investment Services, LLC

Ronald Pyle is a financial advisor at Harvest Investment Services, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prospera Financial Services, Raymond James & Associates, and Wells Fargo Clearing. Outside of advisory work, he is an author and speaker and serves as a board member and CEO of a corporate association. 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 combination of active tactical strategies and multiple analytical approaches, managing accounts on a discretionary basis and supporting plan sponsors through ERISA investment management services.

Anna Dujan is a financial advisor with Harvest Investment Services, LLC, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. She has worked at Harvest Investment Services since 2016 and previously held positions at Proequities Inc, Guardian Life, and Concourse Financial Group Securities, Inc. Outside of her advisory role, she is involved in insurance sales and marketing for various products, including Medicare supplement and life insurance. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, pension consulting, and sub-advisory management. The firm utilizes a range of strategies including active tactical approaches and supports plan sponsors as ERISA investment managers.

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.

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.

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.

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.

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.

Robert Thompson is a CFP® professional with 37 years of industry experience. He is currently with Harvest Investment Services, LLC and Midland States Bank and has prior experience at Fifth Third Bank and Concourse Financial Group Securities Inc. Outside of his advisory work, Thompson serves as Board President-Chair of the Oak Lawn Public Library Foundation and is a board member and consultant for Virtu Broadband LLC, providing guidance on growth and development. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and other consulting services. The firm uses a combination of customized portfolios and model-based strategies, incorporating active tactical approaches and multiple analysis methods, and supports plan sponsors as an ERISA investment manager when engaged.

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.

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.

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.

Joshua Payne is an investment adviser representative at Harvest Investment Services, LLC with two years of industry experience. He holds a Series 65 credential and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Prior to entering the advisory field, Payne was involved with Give Interactive and Southern Illinois University. 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 customized and model-based investment strategies and serves as an ERISA 3(38) investment manager, also managing pooled vehicles and providing sub-advisory services.

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.

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.

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.