Understanding Today’s
Financial Environment

Meet Our Team

Chad J. Mast CFP®CERTIFIED FINANCIAL PLANNER® MANAGING PARTNER

Chad J. Mast is a CERTIFIED FINANCIAL PLANNER® Practitioner, an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, a Registered Broker/Dealer.

He currently holds his Series 7 registrations through LPL Financial and his Series 66 is held with both LPL Financial and Private Advisor Group.

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Timothy J. McKenna Jr. CFP®CERTIFIED FINANCIAL PLANNER® Managing Partner

Timothy J. McKenna Jr. is a managing partner and oversees the business of Harvest Wealth Partners. Timothy grew up in St. John, Indiana.

Timothy completed his undergrad at Taylor University with a degree in Finance and earned his MBA with a concentration in finance from Ball State University and is a CFP® professional. Shortly after completing his undergrad, he obtained both his Series 7 held through LPL Financial and Series 66 held through LPL Financial and Private Advisor Group.

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Daniel J. McKenna CFA® Chartered Financial Analyst® Managing Partner

Daniel McKenna is a managing partner at Harvest Wealth Partners who oversees the management of investment portfolios. Daniel grew up in St. John, Indiana.

Daniel earned his undergraduate degree in Finance from Taylor University and holds the Chartered Financial Analyst® (CFA®) designation, as well as Series 7 and 66 licenses with LPL Financial equipping him to provide comprehensive investment advice and manage client portfolios with precision and integrity.

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Bryan G. Laverman CFP®CERTIFIED FINANCIAL PLANNER®

Bryan G. Laverman is an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, a Registered Broker/Dealer.

He is currently securities and insurance licensed in both Indiana and Illinois. Bryan is a fee-based advisor assisting clients who want personalized advice without product or sales influence.

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Nicholas A. Perazzolo CFP®CERTIFIED FINANCIAL PLANNER®

Nicholas A. Perazzolo is a CERTIFIED FINANCIAL PLANNER® Practitioner, a Certified Kingdom Advisor®, an Investment Advisor Representative with Private Advisor Group and is a Registered Representative with LPL Financial, LLC, a Registered Broker/Dealer. He currently holds his Series 7 registrations through LPL Financial and his Series 66 is held with both LPL Financial and Private Advisor Group.

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Jeffrey C. Grenchik CFP®CERTIFIED FINANCIAL PLANNER®

Jeffrey C. Grenchik serves as a CERTIFIED FINANCIAL PLANNER® practitioner at Harvest Wealth Partners. Jeff earned his bachelor’s degree in Finance from Illinois State University and holds his series 65 license with Private Advisor Group.

Jeff has been in the financial services industry for over 25 years. For the last 6 years he worked for a boutique RIA in the southwest suburbs of Chicago where he served as the lead wealth manager for over 75 clients.

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Erin M. Schuster CFP®CERTIFIED FINANCIAL PLANNER® Client Relations Manager

Erin Schuster is a CERTIFIED FINANCIAL PLANNER® Client Relationship Manager at Harvest Wealth Partners. She is dedicated to the administrative and service needs of the client experience. In addition to her CFP® designation, she also holds her Series 7 & 63 registrations through LPL Financial and Series 65 registration through Private Advisor Group.

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Jayson W. Johnson CFP®CERTIFIED FINANCIAL PLANNER® Client Relationship Manager

Jayson W. Johnson is a CERTIFIED FINANCIAL PLANNER® Client Relationship Manager at Harvest Wealth Partners, where he is dedicated to serving our clients. He earned his Bachelor of Science in Business Administration with a Minor in Analytics from Valparaiso University, graduating with honors.

Jayson is deeply committed to serving clients’ needs by combining his broad knowledge base with a passion for service.

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Rebecca G. GrubbCompliance Manager

Becky Grubb serves as Compliance Manager at Harvest Wealth Partners. She specializes in compliance, client relations and many other administrative functions. She is holds her Series 65 registration through Private Advisor Group.

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Sara M. PerazzoloDirector of Marketing

Sara serves as the Director of Marketing at Harvest Wealth Partners. She is responsible for developing and executing marketing strategies that align with Harvest’s objectives.

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Caroline E. HazelwoodClient Relations Assistant

Caroline Hazelwood serves as a Client Relations Assistant at Harvest Wealth Partners, where she is committed to building strong, lasting relationships and providing support to clients.

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Dean G. Dal SantoFinancial Planning Coordinator

Dean grew up in Saint John, Indiana and attended Andrean High School. He graduated from the Krannert School of Management at Purdue University in 2020 with a Bachelor of Science in Finance and is currently working toward his Series 65 registration.

Dean currently serves as a Financial Planning Coordinator at Harvest Wealth Partners. His goal is to provide the foremost service for clients and assist them down their path of reaching their life goals. He currently resides in Saint John, IN.

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Gabriel D. Van RoekelParaplanner

Gabriel Van Roekel is a lifelong resident of St. John, Indiana. He graduated in 2022 from Illiana Christian High School and is currently pursuing a Bachelor’s Degree in Finance at Purdue Northwest in Hammond. With a keen interest in financial advising, planning, and analytics, he is exploring his career path in the finance world.