ADVISOR BIO

Thomas Shankland is an Investment Advisor Representative at Harvest Investment Services, LLC. Thomas has been in the financial services industry since 1981 and has a wide range of experience. Thomas is registered with the state of Indiana and Texas. He is also a Certified Estate Planner and Chartered Financial Consultant. Thomas specializes in providing financial planning, investment management, and estate planning services to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Thomas Fogelsong is an Investment Advisor Representative at Harvest Investment Services, LLC. Thomas has been in the industry since 2023 and holds a Series 65 license. Harvest Investment Services, LLC has over 20 years of experience offering personalized financial planning and investment management services. They serve a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm specializes in providing investment management, financial planning, and portfolio management services.

SPECIALIZATIONS

ADVISOR BIO

Thomas C. Davy is a financial advisor with over 40 years of experience in the industry. Thomas is currently registered with Private Client Services, LLC, a firm with over 50 employees, based in Louisville, Kentucky. Thomas has worked with clients across various categories including individuals, corporations, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Thomas E. Drennan is a financial advisor with Transamerica Financial Advisors, Inc. Thomas Drennan has been working in the industry since 2003. Thomas E. Drennan holds a Series 6, Series 63 and Series 65 license and is registered in Illinois and Wisconsin. Thomas Drennan is also registered as an Investment Advisor Representative with Transamerica Financial Advisors, Inc. in Illinois. Thomas E. Drennan is a financial advisor who specializes in providing financial advice to individuals, corporations, and other businesses. In addition to their work as a financial advisor, Thomas E. Drennan also provides insurance services.

SPECIALIZATIONS

ADVISOR BIO

Thomas Robert Teegarden is a financial advisor with over 40 years of experience in the industry. Thomas is currently registered with Raymond James Financial Services Advisors, Inc. in Illinois and Texas. Thomas has previously held positions with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., PaineWebber Incorporated, Drexel Burnham Lambert Incorporated, Loeb, Rhoades & Co. Inc., and Dean Witter & Co. Incorporated. Thomas has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Timothy Newell is a financial advisor with over 30 years of experience in the industry. He is currently registered with Harvest Investment Services, LLC and Envoy Advisory Inc. Timothy provides financial planning, portfolio management, and other advisory services to a wide range of clients, including high-net-worth individuals, families, and businesses. Timothy Newell is a Certified Financial Planner (CFP) and has a strong commitment to providing personalized financial guidance. Timothy is also the owner of Harvest Financial Planning, LLC, and is a member of the National Association of Personal Financial Advisors (NAPFA).

SPECIALIZATIONS

ADVISOR BIO

Timothy Louis Dillow is a financial advisor who has been in the industry for over 20 years. Timothy has experience with a variety of financial institutions, including UBS Financial Services Inc., LPL Financial LLC, and Merrill Lynch. Timothy holds the Series 3, Series 7, Series 9, Series 10, and Series 66 licenses. Timothy is also a Certified Financial Planner. Timothy currently works at Dillow Wealth Management LLC, a firm that provides financial planning and investment management services to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Timothy Logan is a financial advisor with over 30 years of experience in the industry. Timothy has been registered with Wells Fargo Advisors Financial Network, LLC since 2024. Before that, Timothy was registered with WELLS FARGO CLEARING SERVICES, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, WACHOVIA SECURITIES, LLC, Prudential Securities Incorporated, and UBS PaineWebber Inc. Timothy is currently licensed to provide investment advice in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Kentucky, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, and Virginia.

SPECIALIZATIONS

ADVISOR BIO

Todd Ryland Kemp is a financial advisor with over 24 years of experience in the industry. Todd has been registered with Transamerica Financial Advisors, Inc. since January 2012. Prior to joining Transamerica, Todd was registered with World Group Securities, Inc. and WMA Securities, Inc. Todd has passed the Series 6, 63, 26, and 65 exams and holds an active license in Illinois, North Carolina, and Texas. In addition to providing financial advice, Todd also offers insurance and non-insurance products, serves as a registry instructor for Heartland Institute of Financial Education, and is an owner of The Kemp Group. Todd is committed to providing clients with personalized financial planning and investment management services.

SPECIALIZATIONS

ADVISOR BIO

Tracy Lynn McMahon is a financial advisor with Mariner Wealth, a firm that provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, families, and businesses. Tracy has over 12 years of experience in the financial services industry.

SPECIALIZATIONS