FEATURED Excellence awardee

https://www.marinerwealthadvisors.com/

https://www.linkedin.com/in/ashtonelawrence

ashton.lawrence@mariner.com

(864) 375-4700

5700 W. 112th St. Suite 200 Overland Park, KS 66211

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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

Ashton Lawrence, CFP®, ChFC®, CEPA®, AIF®, CBDA® serves as Director and Senior Wealth Advisor at Mariner. Working with entrepreneurs, corporate executives, physicians, business owners and multigenerational families, Ashton helps coordinate the many financial decisions that become increasingly interconnected as wealth and complexity grow.Recognized as an InvestmentNews Advisor of the Year (Regional – Southeast) Excellence Awardee, Ashton has built his practice around a simple philosophy: sophisticated financial advice should make a client’s life simpler, not more complicated. Rather than addressing investments, taxes, estate planning and other financial decisions independently, he brings them together within one coordinated strategy designed around each client’s goals.Ashton’s investment-management background is an important part of that approach. Before joining Mariner, he helped oversee investment management across his previous firm’s client base, giving him extensive experience evaluating portfolios and investment strategies. Today, he combines that perspective with comprehensive planning, serving as the central point of coordination among clients and their CPAs, estate planning attorneys and other professionals. The objective is to ensure that investment decisions are made with an understanding of their potential tax, estate and long-term planning implications—and that the different pieces of a client’s financial life are working together.That coordination becomes particularly important during major financial transitions. Clients frequently turn to Ashton when preparing to retire, selling or transitioning a closely held business, managing concentrated equity positions, navigating complex trust and estate matters, planning charitable gifts or determining how best to transfer wealth to future generations. By planning proactively and evaluating these decisions within the context of a client’s broader financial picture, Ashton helps clients identify opportunities and address potential challenges before they become urgent.Throughout his career, Ashton has received national recognition for his commitment to clients and the wealth management profession, including being named one of InvestmentNews’ 40 Under 40 and one of AdvisorHub’s Advisors to Watch. His insights have also been featured by CNBC, Forbes, Fortune, Bloomberg, MarketWatch and Yahoo Finance, where he has shared perspectives on retirement planning, tax-efficient investing, wealth preservation and market strategy.Ashton’s commitment extends beyond his advisory practice. He serves on the board of directors for United Way of Greenville County and the Eastside Family YMCA and actively supports nonprofit and civic organizations working to strengthen communities throughout Upstate South Carolina.At the heart of Ashton’s practice is the belief that great financial advice is about more than managing investments. It is about understanding what a client wants their wealth to accomplish, anticipating the decisions ahead and bringing together the right strategies and professionals to help make those goals possible. By translating complex financial issues into clear, actionable advice, Ashton seeks to give clients confidence that the pieces of their financial lives are working together; allowing them to spend less time worrying about their wealth and more time enjoying what it makes possible.

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