Advisor Search
- Anna Dujan CLTC, CPFA
- Brian Park
- Dennis Prost, CFP®
- Donald Flenniken
- Fred A. Newell
- James Good
- Jeremiah Patterson, CFP®, Registered Fiduciary™
- Jim Wisdom
- John K. Alyo | CIMA®
- Kenneth J Wilkinson
- Kristine Witherow
- Luke Baumgarten
- Mike McClelland
- Mike Corrigan
- Nicholas Schulz
- Steven Sweezea
- Taylor Johnson
- Thomas Shankland
- Tim Newell
- Vincent Baroldi
- Wayne Copelin, CFP®
- Wendy West
Harvest Advisors
Tim Newell
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...
John K. Alyo | CIMA®
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.
Fred A. Newell
Director of Operations - Senior Compliance Officer
Mike McClelland
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...
Luke Baumgarten
Investment Advisor - Director of Business Development
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
Anna Dujan CLTC, CPFA
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...
Brian Park
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...
Donald Flenniken
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.
Dennis Prost, CFP®
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.
Kristine Witherow
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...
James Good
Affiliate Investment Advisor - Lemoyne, PA
Kenneth J Wilkinson
Associate Investment Advisor - Walnut Creek, 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...
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...
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...
Thomas Shankland
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.
Wayne Copelin, CFP®
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?”
Steven Sweezea
Associate Investment Advisor - Swartz Creek, MI
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...
Jim Wisdom
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...
Jeremiah Patterson, CFP®, Registered Fiduciary™
Affiliate Investment Advisor
Jeremiah Patterson, CFP®, Registered Fiduciary™, has been in the financial services industry since 2006. He is Series 7 and 66 securities licensed, Group I insurance licensed, and holds a B.S. in Biology from Stephen F....
Vincent Baroldi
Affiliate Advisor