Financial Harvest Wealth Advisors

Josiah Martin is a financial advisor at Financial Harvest Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at Capital One Financial Corporation, The Home Depot, Inc., and Dominion Energy, Inc. Financial Harvest Wealth Advisors serves individual and high-net-worth clients with wealth management services that include discretionary and non-discretionary portfolio management, comprehensive financial planning, and educational workshops. The firm employs a structured, consultative process and investment strategies grounded in modern portfolio theory, utilizing a range of investment vehicles and third-party portfolio managers.

Nancy Witter is a Series 65-registered advisor with Financial Harvest Wealth Advisors in Winter Park, FL, where she has worked since 2009. She has 23 years of industry experience. Outside of her advisory role, she co-manages a property through BurkeyThree, LLC. Financial Harvest Wealth Advisors serves individual and high-net-worth clients with wealth management services that include portfolio management, comprehensive financial planning, and educational workshops. The firm employs a structured, consultative process guided by investment policy statements and broad asset allocation principles, emphasizing modern portfolio theory and efficient-market thinking.

Danica Bolton is a financial advisor with Financial Harvest Wealth Advisors in Winter Park, FL. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Financial Harvest in 2019, she worked at Charles Schwab & Co., Inc. from 2016 to 2019 and previously taught at Altermese Bentley Elementary School. Financial Harvest Wealth Advisors serves individual and high-net-worth clients with wealth management services that include discretionary portfolio management, comprehensive financial planning, and advanced planning. The firm uses a structured, consultative process guided by an Investment Policy Statement and emphasizes modern portfolio theory, implementing portfolios through mutual funds, unit investment trusts, fixed income, ETFs, and private offerings.

David Witter is a CFP® with 23 years of industry experience and has been with Financial Harvest Wealth Advisors since 2005. He is licensed as an independent insurance agent, selling life, health, and annuity insurance products alongside his advisory role. Financial Harvest Wealth Advisors serves individual and high-net-worth clients, offering wealth management through discretionary portfolio management, financial planning, and advanced planning services. The firm follows a structured, consultative process and emphasizes modern portfolio theory, utilizing mutual funds, unit investment trusts, fixed income, ETFs, and private offerings in portfolio construction.

Kellen Williams is a CFP® with nine years of industry experience, currently serving as an advisor at Financial Harvest Wealth Advisors since 2018. Prior to this, he worked at Charles Schwab & Co., Inc for two years. Outside of financial advising, Williams has contracted as a model with Bailey's Entertainment Group since 2019. Financial Harvest Wealth Advisors is a six-advisor team that provides wealth management services to individual and high-net-worth clients through a structured, consultative process. The firm integrates investment consulting, advanced planning, and relationship management, emphasizing modern portfolio theory and broad asset allocation principles.