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Dana R

Series 65

O Fallon, MO

Forest Park Capital LLC

Dana Rice is a financial advisor at Forest Park Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Forest Park Capital, Rice worked at Financial Legacy Associates and has been involved in financial coaching through Elevate Financial Coaching, LLC since 2023. Additionally, Rice has a background in dental hygiene, working at Excellence in Dentistry since 2017. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, using a combination of fundamental and quantitative analysis, technical charting, and modern portfolio theory to manage diversified portfolios. The firm offers customized Investment Policy Statements and employs a long-term trading approach that may include options strategies.

Options & derivatives strategies Real estate investing Annuities College savings (529s, UTMA, etc.) Debt management
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Robert R

Series 63, Series 65

O Fallon, MO

Forest Park Capital LLC

Robert Read is a financial advisor at Forest Park Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Integrity Alliance, LLC, CWR Private Client Group, and Adams, Boston & Wansing. Outside of his advisory role, he is the owner of Community 1st Insurance Group and serves as president of the Cottleville Weldon Spring Chamber of Commerce board. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios and offers tailored Investment Policy Statements without account minimums.

Options & derivatives strategies Real estate investing Annuities College savings (529s, UTMA, etc.) Debt management
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Joseph A

Series 63, Series 65

O Fallon, MO

Forest Park Capital LLC

Joseph Anderson is a financial advisor with Forest Park Capital LLC in O’Fallon, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Integrity Advisory Solutions, Correct Capital Wealth Management, and Severin Investments LLC. He is also a licensed insurance agent. Forest Park Capital LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, using a disciplined approach that combines fundamental and quantitative analysis, technical techniques, and modern portfolio theory. The firm manages approximately $60 million for about 110 client relationships and offers tailored investment policy statements without account minimums.

Options & derivatives strategies Real estate investing Annuities College savings (529s, UTMA, etc.) Debt management
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