Harvest Investment Consultants LLC

Michael Meily is a ChFC® and Series 66 credentialed advisor with 25 years of industry experience. He has been with Harvest Investment Consultants LLC since 2008. Outside of his advisory role, he is appointed with various insurance carriers for brokering nonregistered insurance products. Harvest Investment Consultants LLC provides fee-based portfolio management and modular financial planning services to individuals, families, and institutional clients. The firm manages approximately $492 million for about 1,025 clients, structuring portfolios based on documented risk profiles and employing diversified strategies tailored to tax sensitivity, income needs, and client restrictions.

David Baker is a financial advisor at Harvest Investment Consultants LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at IDS Life Insurance Company and American Express Financial Advisors. He has been with Harvest Investment Consultants since 2016. Harvest Investment Consultants LLC provides fee-based portfolio management and modular financial planning to individuals, families, and institutional clients. The firm manages approximately $492 million for about 1,025 clients across four advisors, focusing on diversified portfolios tailored to documented risk profiles and emphasizing absolute performance.

Donna Zidwick is a financial advisor at Harvest Investment Consultants LLC with nine years of industry experience. She holds Series 65 and Series 66 credentials and has been with Harvest Investment Consultants since 1991. Zidwick is also licensed as an insurance agent, offering insurance products and services to clients on a limited basis. Harvest Investment Consultants LLC provides fee-based portfolio management and modular financial planning to individuals, families, and institutional clients. The firm manages approximately $492 million for about 1,025 clients across four advisors, structuring portfolios around documented risk profiles and employing diversified strategies tailored for tax sensitivity, income needs, and client restrictions.

Mark Pallack is a financial advisor at Harvest Investment Consultants LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eagle Strategies LLC, Mahoney Financial Organization LLC, and New York Life Insurance Company. He also brokers outside insurance products through Harvest Insurance, Inc. Harvest Investment Consultants LLC provides fee-based portfolio management and modular financial planning to individuals, families, and institutional clients. The firm manages approximately $492 million for about 1,025 clients, using documented risk profiles and diversified strategies tailored for tax sensitivity, income needs, or client restrictions.

Benjamin Laubach is a financial advisor at Harvest Investment Consultants LLC with a Series 65 designation. He joined the firm in 2025 and has prior work experience outside the financial industry, including roles at Tastful Occasions and Phantom Fireworks. Harvest Investment Consultants LLC provides fee-based portfolio management and modular financial planning to individuals, families, and institutional clients. The firm manages approximately $492 million for over 1,000 clients, using diversified strategies tailored to client risk profiles and emphasizing absolute performance.