Broker Check

Chicago Advisors

Tim Newell

Oakbrook Terrace, IL


Managing Director | CFP, CEP, AIF, CKA

Tim J. Newell is a Certified Financial Planner (CFP®), Certified Kingdom Advisor®, Certified Estate Planner (CEP®) and Accredited Investment Fiduciary (AIF®). He began his career in the financial services business in 1981. Tim is the founder and managing director of Harvest Investment Services, LLC. a independent SEC Registered Investment Advisory firm and has run a successful financial planning practice for over 36 years…

(630) 613-9230
[email protected]

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John Alyo

Oakbrook Terrace, IL


Director of Investments & Trading
Co Portfolio Manager

John serves Harvest by acting as our Director of Investments & Trading. He is a Certified Investment Management Analyst (CIMA), and makes it his primary mission to help you meet your financial goals and objectives. To do this, he first works with you to make sure you have a customized road map for your current and future financial picture.

(630) 613-9230
[email protected]

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Fred Newell

Oakbrook Terrace, IL


Director of Operations
Senior Compliance Officer

Fred serves Harvest by acting as our Director of Operations. He oversees and mandates all compliance between our advisor representatives, Harvest, and any other business we work with. He deals with all billing, compliance, and day to day operations.

(630) 613-9230
[email protected]

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Mike McClelland

Oakbrook Terrace, IL


Director of Retirement Plans | AIF

Mike is our Director of Retirement Planning and has specialized in retirement plans since 1987. Mike leads our efforts, and supports our Reps and Partners, to effectively and successfully serve our clients’ retirement plan needs. His industry experience and expertise allows Harvest Investment Services to offer a highly valued and comprehensive set of services; and to render all-inclusive consulting for Qualified and non-qualified Retirement Plans.

(630) 613-9230
[email protected]

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Luke Baumgarten

Oakbrook Terrace, IL


Investment Advisor
Financial Operations Management

Luke has become an essential part of the Harvest team, possessing character traits that have helped him relate and build relationships with both clients and other Harvest Advisors. As a Fiduciary Investment Advisor Luke grows a practice with Harvest Investment Services in such a way that his clients have become some of his greatest advocates.

(630) 613-9230
[email protected]

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Taylor Johnson

Oakbrook Terrace, IL


Director of Media & Marketing

Taylor serves Harvest as our Director of Media and Marketing. He arms our business, advisors, affiliates, and other partners with valuable support in the areas of graphics, web development, and video production. His focuses his efforts on assets & materials that are client facing and might provide greater educational support for current or prospective clients. He’s very friendly and always loves helping people in whatever way he can.

(630) 613-9230
[email protected]

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Wendy West

Sycamore, IL


Affiliate Investment Advisor

Wendy has a passion for finances and helping others achieve their goals. She attended Northern Illinois University and received her Bachelor of Arts in Psychology. Along with Wendy’s 13 plus years of financial advising experience Wendy has an outgoing and fun personality that will put you at ease. Wendy is an affiliate of Harvest Investment Services and works with Siepert-West Financial Consulting.

(815) 787-7657
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Thomas Shankland

Oakbrook Terrace, IL


Affiliate Investment Advisor | ChFC, NSSA

Tom graduated from the University of Illinois with a bachelor’s degree in Business Administration. He Majored in Business Management with a minor in Finance. Tom is an Investment Advisor Representative, a NSSA (National Social Security Advisor), as well as a Chartered Financial Consultant (ChFC). In 1981, Tom established Shankland Financial Services. His goal has been to provide clients peace of mind by helping them establish a financial path for both the present and future.

(815) 725-6618
[email protected]

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