Scofield & Company, LLC

Andrew Harpel is a financial advisor at Scofield & Company, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Scofield & Company since 2023. Harpel is also involved with EdgeTech Analytics, LLC, where he has been active since 2012. Scofield & Company provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $95 million across 138 client relationships. The firm utilizes quantitative computer models for both strategic and tactical portfolio management and offers tailored investment solutions based on client risk profiles.

Alan Scofield is the President of Scofield and Company, LLC, an Ohio-registered investment advisory firm, and has 47 years of industry experience. He is also the CEO of EdgeTech Analytics, LLC, a company that develops and licenses software for investment professionals. Scofield has worked at Silver Oak Securities, Inc. since 2009 and has been involved with Scofield and Company and Securities Service Network, Inc. since 1990. Additionally, he owns Rayotech, LLC, a web-design and hosting company. Scofield and Company, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $95 million across about 138 client relationships. The firm utilizes quantitative computer models and proprietary software in its investment process, offering tailored portfolios that range from conservative income to aggressive growth with ongoing review and risk-based customization.

Thomas Foushee is a financial advisor with Scofield & Company, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at Scofield & Company since 2007 and has been involved with Silver Oak Securities, Inc. and EDGE TECH ANALYTICS LLC since 2009. Outside of financial services, he owns Artisan Woods LLC, a woodworking arts and crafts business. Scofield & Company, LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients, managing approximately $95 million across 138 client relationships. The firm uses quantitative computer models and proprietary software in its investment process, offering tailored portfolios that range from conservative income to aggressive growth.

Derek Crawford is a financial advisor at Scofield & Company, LLC with 3 years of industry experience. He holds a Series 65 designation and has worked at Risk International since 2021. Additionally, he has been involved with Crawford Insurance Agency since 2009. Scofield & Company, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses quantitative models to guide strategic and tactical asset allocations, tailoring portfolios to client risk profiles and emphasizing ongoing review and suitability.

Casey Urdiales is a financial advisor with EdgeTech Analytics, LLC, holding a Series 65 credential and nine years of industry experience. He founded and owns Urdiales Compliance Consultants, LLC, a compliance consulting firm serving registered investment advisers. Urdiales has been with EdgeTech Analytics since 2015. EdgeTech Analytics licenses portfolio-construction and analytics software to registered investment advisers and other financial professionals, providing support, training, and model development. The firm’s algorithmic platform aggregates market data to generate actively managed model allocations, which advisers review and implement with discretion.