Harvest investment Services, LLC

Ronald Pyle is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Harvest in 2024, he worked for over a decade at Prospera Financial Services, Inc. Outside of his advisory role, he is involved in writing, speaking engagements, and serves as a board member and CEO of KECO, LLC, a corporate association. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, and institutional clients. The firm employs an actively managed tactical investment approach utilizing fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.

Anna Dujan is a financial advisor with Harvest Investment Services, LLC in Indianapolis, IN, holding Series 63, 65, and 66 credentials and over 20 years of industry experience. She has been with Harvest since 2016 and has prior experience at Proequities Inc, Park Ave Securities, and Guardian. Outside of advising, she is involved in insurance sales and marketing, focusing on products such as Medicare supplement and life insurance. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using fundamental, technical, cyclical, and charting analysis and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

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 is a financial advisor with Envoy Advisory Inc. holding Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at Harvest Investment Services, Inspire Advisors, and Profit Planners Management Group. He is the founder and chairman of Twin Peaks Financial Ministries, a nonprofit providing financial literacy seminars. Envoy Advisory primarily serves 403(b) plan sponsors and their participants, offering investment advice through a largely non-discretionary platform that incorporates Modern Portfolio Theory and various model options, including target-date and risk-based strategies. The firm manages over $533 million in client assets and supports participant transactions through its proprietary Envoy Platform and affiliated recordkeeping services.

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® with 36 years of industry experience, currently serving at Harvest Investment Services, LLC. His career includes roles at Midland States Bank, Fifth Third Bank, and Concourse Financial Group Securities Inc. He is president of Progressive Financial Planning Services Inc., an independent financial planning practice, and serves as board president-chair of the Oak Lawn Public Library Foundation as well as a consultant to Virtu Broadband LLC. 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 fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account management.

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 a financial advisor at Envoy Advisory Inc. with one year of industry experience. He holds a Series 65 designation and has worked at both Envoy Advisory Inc. and Harvest Investment Services, LLC since 2024. Prior to his financial advisory roles, he was involved with Give Interactive and spent several years in education through homeschooling. Envoy Advisory primarily serves 403(b) plan sponsors and their participants, as well as individual clients through IRAs and non-qualified accounts. The firm emphasizes non-discretionary investment management based on each plan’s Investment Policy Statement, utilizing Modern Portfolio Theory to construct strategic and tactical asset allocation models.

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.