Managing Director - Lead Portfolio Manager
Tim J. Newell is a Certified Financial Planner (CFP®), Certified Estate Planner (CEP®) and Accredited Investment Fiduciary (AIF®). He began his career in the financial services business in 1981. Not long after starting his...
Director of Investments & Trading - Co Portfolio Manager
Certified Investment Management Analyst® (CIMA®)
Director of Investments & Trading, Co-portfolio Manager and Partner of Harvest Investment Services, LLC.
Director of Operations - Senior Compliance Officer
Director of Retirement Plans
Mike McClelland is our Director of Retirement Plans, and has specialized in retirement plans since 1987. During his extensive career Mike has served as the Midwest Regional Pension Manager for a major National 401k provider...
Investment Advisor - Director of Client Services
Luke fully embraces the Fiduciary Standard. What is the definition of Retirement? "A point in a persons life, where they have the luxury of deciding how to spend their day." - Don Barden
Associate Investment Advisor - Indianapolis, IN
Anna joined Harvest after searching for the right mix of growth opportunity and downside risk protection for her clients. Her search led her to challenge conventional "buy and hold" wisdom and arrive at the conclusion that...
Associate Investment Advisor - Riverside CA
Brian was in full-time ministry doing financial counseling with people within his church for 25 years. He believes a person’s financial health is as important as all the other areas of their life. To be a good steward of ones...
Associate Investment Advisor - Swartz Creek, MI
Don has over 35 years of financial planning and portfolio management experience and manages a Harvest Investment Services LLC Branch office in Swartz Creek, MI.
Associate Investment Advisor - Troy, MI
Dennis comes with 25 years of financial planning and portfolio management experience. He manages a Harvest Investment Services LLC branch office in Troy, MI.
Associate Investment Advisor - Gettysburg PA
Kristine WItherow has been advising clients for over 21 years in the financial industry. She thoroughly enjoys guiding her clients through the maze of options available to them, and, facilitating the process of helping to achieve...
Affiliate Investment Advisor - Lemoyne, PA
Affiliate Investment Advisor - Foothill Ranch, CA
Proper financial planning is a critical aspect to one’s wealth generation and preservation. Our firm provides complete financial services to help you reach your financial goals. Baroldi & Associates is a full service CPA firm...
Associate Investment Advisor - Danville, CA
Ken Wilkinson has the following designations and qualifications: MSFP, MCEP, RFC. Ken brings over 35 years of extensive financial planning and estate planning experience, and manages a Harvest Investment Services...
Affiliate Investment Advisor - LaGrange, IL
Mike Corrigan Corrigan Financial Services, Inc. was established in 1980 as an independent financial services organization committed to helping individuals, families and business owners create, protect and implement strategies to meet...
Affiliate Investment Advisor - Sycamore, IL
Wendy has a passion for finances and helping others achieve their goals. She attended Northern Illinois University and received her Bachelor’s of Arts inn Psychology. Along with Wendy’s 13 plus years...
Investment Advisor Representative
Tom Shankland has been in the financial services industry for over 30 years. He joined Harvest Investment Services as a Investment Advisor Representative in 2014.
Affiliate Investment Advisor - Sugar Land, TX
Wayne Copelin serves as an advisor/counselor who helps families find solutions to their financial needs and when a strategy or investment is recommended the question is always, “Is this the best course of action for the client?”
Steve Sweezea is an Independent Investment Advisor Representative with Harvest Investment Services. Steve began his career in financial services as a life insurance agent in 1987. After about 6 years he moved into sales management and...
Affiliate Investment Advisor - Westlake Village CA
As a Certified Financial Planner and the owner of James L. Wisdom Insurance Services, Jim has twenty five years of experience in the Insurance and Financial Services industry. James L. Wisdom Insurance Services provides innovative and...