FEATURED WINNER

www.TheWealthPlanner.com

https://www.linkedin.com/in/john-loyd-cfp%C2%AE-ea-mba-567b7341/

john@thewealthplanner.com

(817) 877 - 0717

1300 Summit Ave, Suite 120, Fort Worth, TX 76102

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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

InvestmentNews has named John Loyd, CFP®, EA, MBA as its Advisor of the Year, recognizing his outstanding contributions to the financial planning profession and his unwavering commitment to client success. With more than two decades of experience, John serves high-net-worth individuals and families across 15 states, offering deeply personalized, tax-advantaged financial guidance. Having both the Certified Financial Planner® and IRS Enrolled Agent designations, John brings a unique blend of investment insight and tax expertise to every client relationship. “I have long come from the premise that if we are doing what is right and providing exceptional value to clients, the business will continue to grow and prosper,” Loyd said. His approach combines academic rigor – holding graduate degrees in financial planning and business – with real-world experience and a passion for simplifying financial complexity. From asset protection and retirement income planning to equity-based compensation and legacy strategies, John’s clients value his thoughtful and transparent advice. While he was in college listening to an audiotape by the late Zig Ziglar, Loyd had an epiphany. “I remember him saying, ‘You can have everything in life you want … if you will just help enough other people get what they want.’” Bio (John Loyd, CFP®, MBA, EA): John Loyd, owner of The Wealth Planner™, is a seasoned financial and tax advisor with over two decades of experience working with high-net-worth clients across the country. He is a Certified Financial Planner® and has a master’s degree in personal financial planning. An endurance athlete, he has completed a swim from the infamous Alcatraz prison to the shores of San Francisco (in 58-degree water with no wetsuit), completed multiple Ironman triathlon events, and recently completed both a marathon and a 3.5-mile open-ocean swim event with his teenage daughter, all to raise money for Meals on Wheels. John resides in Texas with his wife, Courtney, and their two daughters.

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