At Oak Harvest Financial Group, we believe that working as a team is the secret to our success.

Our clients benefit from hearing a wide range of options and can work with anyone on our team who can best help them with their specific problems. What’s more, our team is always learning from the collective wisdom and positive interaction that we share with each other — and our clients — every day.

  • All
  • Founders
  • Investment Team
  • Advisor Team
  • Support Staff
  • Service Team
  • Tax Team
Troy Sharpe

Troy Sharpe

CFP®, CTS™, Founder and CEO

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jessica cannella

Jessica Cannella

Co-Founder and President

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Jared Kenney

Jared Kenney

ChFC®, CTS™, Vice President and Senior Advisor

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Ed Rossi

Ed Rossi

CFP®, CTS™, AAMS®, CRPC®, CES™, CMFC®

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Ryan Kenney

Ryan Kenney

Senior Financial Advisor

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Amy Zamikovsky

Amy Zamikovsky

ESQ., CFP® ,Financial Planner

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Anna Dashkevich

Anna Dashkevich

CFP®, AIF®, Financial Advisor

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Nicole M Riney

Nicole M Riney

CFP®, VP, Financial Planner

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Chad Schneider

Chad Schneider

Financial Planner

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Cole Hardil

Cole Hradil

Financial Planner

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Dustin Humrich

Financial Planner

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Lizzie Krog

Financial Planner

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Joshua Langford

CPA

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Frank Pizzoferrato

Frank Pizzoferrato

CEP®, Insurance Strategist

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Chris Perras

Chris Perras

CFA®, CLU®, ChFC®, Chief Investment Officer

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James Mcfarland

James McFarland

MIB, Senior Portfolio Manager

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Chris Myrick

Chris Myrick

MBA, Analyst and Portfolio Operations Specialist

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Steve Ramadan

Steve Ramadan

Digital Marketing Director

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Megan Scheff | Marketing Director at Oak Harvest Financial Group

Megan Scheff

Marketing Director

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Zohair Khan

Zohair Khan

Marketing Specialist

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Brennen Cannella

Brennen Cannella

Marketing Specialist

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Heather Tutor

Events and Public Relations Manager

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Dana Dawkings

Dana Dawkins

HR and Operations Coordinator

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Chris Ayers

Chris Ayers

Vice President of Operations

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Nancy Teague

Nancy Teague

Receptionist

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Kenny Bernal

Kenny Bernal

Client Services - Scheduling

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Karen Sotallaro

Karen Cannella

Client Services

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Larisa Kutac

Larisa Kutac

Senior Client Concierge

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Susan Malone

Susan Malone

Client Concierge

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Vicki Morris

Vicki Morris

Client Concierge

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