FEATURED EXCELLENCE AWARDEE

https://tagadvisors.us/

https://www.linkedin.com/company/tagadvisors/

graines@tagadvisors.us

(877) 676-6785 ext. 501

Glen Allen, Virginia

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Michael Kovacs

Founder, President & CEO

Michael Kovacs founded Harvest Portfolios Group in 2009 and is an over-35-year veteran of the investment management business. Since 1991 he has held senior management positions with four large asset management companies. Michael began his career as an Investment Advisor and for seven years managed money for individual investors. He is a strong believer in providing individuals with Investment products that have long-term fundamental mandates and portfolio transparency. Michael is also the Chairman of the Board for Harvest.

Michael Kovacs

Founder, President & CEO

Greg Raines is the Chief Executive Officer of TAG Advisors, one of the largest and fastest-growing Enterprise OSJs (Offices of Supervisory Jurisdiction) in the independent wealth management space. With over three decades of industry experience and a deep commitment to the entrepreneurial advisor model, Greg has built TAG Advisors from a zero-production startup in 1996 into a powerhouse organization generating over $140 million in annual revenue and managing more than $18 billion in assets under advisement. Greg’s vision is rooted in creating a firm where independent advisors can maintain autonomy while accessing the deep support systems typically reserved for large institutions. That vision has driven the development of five integrated service verticals – TAG Invest, TAG Protect, TAG Retire, TAG Planning, and TAG Assist – with TAG Tax, TAG Tech, and TAG Marketing coming to market in 2025. These business lines offer comprehensive, scalable resources to enhance the well-established practices of the advisors they serve, giving them a la carte access to expert teams dedicated to their success. TAG’s growth under Greg’s leadership has been extraordinary. In 2024 alone, the firm added 60 new advisors representing more than $21 million in gross dealer concession (GDC) and nearly $2 billion in recruited assets. Over 70 percent of that year’s record-breaking recruiting came from internal referrals – a testament to the strength of the firm’s advisor relationships. At the same time, TAG maintains an advisor retention rate of over 95 percent, demonstrating Greg’s dedication to long-term partnership and exceptional service. Greg emphasizes strategic engagement and cultural cohesion across the organization. TAG holds weekly firmwide elective meetings to provide advisors with timely updates, celebrate professional and personal milestones, and reinforce a strong sense of community. Internally, his leadership team meets daily to align advisor-specific priorities and execute firm-wide strategic objectives. As TAG’s reach has expanded, so has its influence. The firm’s annual Thrive conference now hosts more than 300 participants, reinforcing TAG’s reputation as both a leader in professional development and a collaborative force within the industry. Greg has also led targeted initiatives to address demographic challenges in financial services, including enhanced continuity planning, practice-acquisition support, and educational programs aimed at fostering advisor succession and generational transitions. Inspired in part by Greg’s daughter’s entrance into the profession, TAG has focused initiatives to elevate female advisors, achieving above-average female representation across all organizational levels. TAG maintains a zero-tolerance policy toward the outdated attitudes that have historically challenged women in financial services. Greg’s efforts have earned broad recognition, including a 2022 Wealth Solutions Report (WSR) award for outstanding enterprise performance and a 2025 nomination for CEO of the Year from InvestmentNews. Greg Raines exemplifies the ability to scale with purpose – balancing rapid growth with meaningful relationships, innovative infrastructure with hands-on support, and industry leadership with personal accountability. As CEO, he continues to lead TAG Advisors with clarity, vision, and an unwavering commitment to creating a firm where independent entrepreneurial advisors thrive.

Mary Medeiros

COO & Director

Paul MacDonald

CIO

Caroline Grimont

SVP Marketing

Mary Medeiros is a founding member of Harvest Portfolios Group, having played an integral role in setting up the firm’s operations in 2009. Initially, as Vice President of Operations, Mary oversaw the successful growth of the firm’s operations, systems, administration, and key service provider relationships since inception. She has over 30 years of industry experience and managed national administration and sales systems for a Canadian mutual fund company and branch operations for an investment dealer. She was licensed as an advisor in 1997, working directly with retail investors until joining a Canadian investment fund manager in 2000. Mary serves on the board of directors.

Mary Medeiros

COO & Director

Paul MacDonald serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 and has over 20 years of experience in the investment business, with over 15 years as portfolio manager. Paul oversees the investment team, co-covers select healthcare and real estate companies globally, and is the lead portfolio manager on the Harvest Healthcare Leaders Income ETF, one of Canada’s largest Healthcare ETFs. He is a frequent media guest commentator on BNN, Globe & Mail, Morningstar, and other leading industry media. Previously Paul held positions as Vice President and Portfolio Manager at a Canadian asset manager where he was responsible for the investment portfolios, including a Lipper Award-winning fund.

Paul MacDonald

CIO

Caroline Grimont is the SVP of Marketing at Harvest ETFs. She is passionate about helping beginner investors gain confidence and understand the basics of effective investing and setting financial goals. With over 20 years of experience in national-level marketing, a bachelor of finance, and an MBA, she has acquired a unique blend of personal and professional insights to help others learn more about navigating the world of investing. Named one of Canada’s Best Executives by The Globe and Mail’s Report on Business, Caroline understands that many new investors are eager to grow their financial literacy but often find traditional financial education intimidating. Her goal is to provide investors with clear, fun, practical tips to help them build their knowledge and make informed decisions.

Caroline Grimont

SVP Marketing