Oak Harvest Investment Services

Charles Scavone is a CFA® charterholder based in Houston, TX, with 10 years of industry experience. He has worked at Oak Harvest Investment Services and Oak Harvest Financial Group since 2023, following prior roles at PricewaterhouseCoopers and as a self-employed advisor. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts using a range of investment vehicles, including mutual funds, ETFs, equities, and fixed income, with an emphasis on tailored allocations and ongoing account monitoring.

Nicholas Casanova is a Series 65-licensed advisor at Oak Harvest Investment Services with experience beginning in 2023. Prior to joining Oak Harvest, he worked at The Color Factory and BrandNation, and earlier in retail at Old Navy. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles tailored to client goals and risk tolerance, and manages an affiliated long/short hedged equity mutual fund.

Nicole Riney is a CFP® professional with six years of industry experience, currently serving at Oak Harvest Investment Services since 2019. Prior to joining Oak Harvest, she worked for the Houston Municipal Employee Pension System for ten years. In addition to her advisory role, she is involved with Oak Harvest Insurance Services, where she sells annuities and various insurance products. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages both discretionary and non-discretionary accounts and offers customized investment programs using mutual funds, ETFs, equities, and fixed-income securities tailored to client goals and risk tolerance.

Janice Whitten is a CFP® with 28 years of industry experience, currently serving at Oak Harvest Investment Services in Houston, TX. Her career includes over two decades at Invesco and roles at LPL Financial and Intrua Financial LLC. She is also an insurance agent affiliated with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients, offering both discretionary and non-discretionary management with investment programs customized to client goals and risk tolerance.

Ryan Kenney is a financial advisor at Oak Harvest Investment Services with six years of industry experience. He holds a Series 65 designation and has worked at Oak Harvest since 2020. Outside of his advisory role, Kenney is involved with Boys and Girls Country of Houston. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients, offering both discretionary and non-discretionary management with tailored investment strategies.

Eric Nguyen is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Oak Harvest Investment Services since 2022. His prior experience includes roles at Fidelity Investments, Thrivent Advisor Network, Purshe Kaplan Sterling Investments, 49 Financial Management, and Axa Advisors. Outside of advising, he is also an insurance agent with Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles tailored to client goals and risk tolerance, and manages an affiliated long/short hedged equity mutual fund alongside an affiliated insurance agency.

Elizabeth Krog is a CFP® and Series 66-registered advisor with five years of industry experience. She currently works at Oak Harvest Investment Services and Oak Harvest Financial Group, having previously been with Facet Wealth, McKinney Capital Management, and the Legislative Budget Board. Outside of her advisory role, she is a licensed insurance agent and occasionally offers related products to clients. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed-income securities, with strategies tailored to clients’ goals and risk tolerance.

Troy Sharpe is a CFP® with 11 years of industry experience and is affiliated with Oak Harvest Investment Services in Houston, TX. He has held leadership roles at multiple Oak Harvest entities since 2010 and also manages his own consulting firm. Sharpe serves as president of Oak Harvest Financial Group, a holding company, and Oak Harvest Insurance Services, an insurance agency. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, equities, and fixed-income securities, with ongoing account monitoring and periodic reviews.

Christopher Myrick is a financial advisor at Oak Harvest Investment Services in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Oak Harvest Investment Services since 2016 and is also associated with Oak Harvest Financial Group since 2013. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, constructing investment programs tailored to client goals using mutual funds, ETFs, equities, and fixed-income securities, and manages an affiliated long/short hedged equity mutual fund.

James Mc Farland is a Series 65-licensed financial advisor with eight years of industry experience. He has been with Oak Harvest Investment Services and Oak Harvest Financial Group since 2016, following prior roles at Morgan Stanley and PricewaterhouseCoopers. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan consulting to individuals, families, and high-net-worth clients. The firm offers tailored investment programs using a variety of asset types and manages an affiliated long/short hedged equity mutual fund.

Nicholas Ryan is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at 49 Wealth Management, Purshe Kaplan Sterling Investments, and Thrivent Advisor Network. He is also involved as a licensed insurance agent with the Financial Independence Group. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers discretionary and non-discretionary management with tailored investment programs using mutual funds, ETFs, equities, and fixed-income securities, and manages an affiliated long/short hedged equity mutual fund.

Dwane Bacak is a CFA® charterholder with 16 years of industry experience, currently serving at Oak Harvest Investment Services since 2023. He previously worked at Invesco for 27 years. Outside of his advisory role, he is the Chief Financial Officer at Cement Crafters LLC, providing advice to a furniture manufacturing business founded by his family. Oak Harvest Investment Services offers portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages portfolios using various investment vehicles tailored to clients’ goals and employs both discretionary and non-discretionary approaches.

Jessica Cannella is a Series 65 licensed financial advisor with Oak Harvest Investment Services in Houston, TX, where she has worked since 2018. She has eight years of industry experience and is also associated with Oak Harvest Financial Group since 2010. In addition to her advisory role, she is involved in providing insurance services, including annuities and life, health, and long-term care coverage, through unaffiliated insurance companies. Oak Harvest Investment Services offers portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm manages a range of investment products and conducts periodic reviews to tailor strategies to clients’ goals and risk tolerance.

Edward Rossi is a CFP® professional with over 32 years of experience in financial advisory services. He has worked at firms including E*TRADE Capital Management, Financial Engines Advisors, Edelman Financial Services, and Charles Schwab before joining Oak Harvest Investment Services in 2020. Rossi is also an insurance agent with Oak Harvest Insurance Services, where he recommends and sells insurance products such as annuities and life insurance. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan sponsor services to individuals, families, and high-net-worth clients. The firm offers both discretionary and non-discretionary management, using a range of investment vehicles tailored to clients’ goals and risk tolerance, and manages an affiliated long/short hedged equity mutual fund alongside its insurance agency operations.

Chad Schneider is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with several firms, including Private Advisor Group and Kidwell & Company, before joining Oak Harvest in 2021. Mr. Schneider is also a licensed insurance agent and occasionally offers clients insurance products through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services provides portfolio management, financial planning, and retirement plan services to individuals, families, and high-net-worth clients. The firm offers discretionary and non-discretionary management using a variety of investment vehicles and conducts regular reviews and ongoing monitoring tailored to client goals and risk tolerance.