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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

8 advisors near 76450

Out of 400,000+ nationwide

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Kenneth T

Series 63, Series 66

Graham, TX

Momentum Independent Network Inc.

Kenneth Thayer is a financial advisor with Momentum Independent Network Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at SWS Financial Services since 2003 and First Graham Securities, Inc. since 2000. Outside of his advisory role, he serves as treasurer for the Young Country A & M Club alumni group. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm utilizes a platform model with third-party managers and offers a range of investment advisory programs, managed accounts, financial planning, and retirement consulting, notable for its integration with Hilltop affiliates and specialized municipal bond strategies.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Gregory B

Series 63, Series 65

Graham, TX

American Independent Securities Group, LLC

Gregory Bonzelaar is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with American Independent Securities Group since 2014. Outside of his advisory role, he owns a non-variable insurance sales business and provides accounting and tax preparation services for family and friends. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and provides access to a range of custodial and advisory platforms.

Options & derivatives strategies
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Allison L

Series 66

Graham, TX

Edward Jones

Allison Lowe is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has had previous roles at InterBank and multiple positions associated with Tarleton State University and Sam Houston State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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Landon A

Series 66

Graham, TX

Edward Jones

Landon Anderson is a financial advisor with Edward Jones in Graham, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Anderson owns and operates Rafter Crazy A Ranch, where he raises cattle and goats for sale at local livestock auctions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mitchell M

Series 63, Series 66

Graham, TX

LPL Financial

Mitchell Moore Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and NEXT Financial Group, Inc. Moore is also involved with LifeWealth Principles, LLC, a business related to his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Darby B

Series 63, Series 66

Graham, TX

Edward Jones

Darby Brockway is a financial advisor with Edward Jones in Graham, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Brockway serves on the Foundation Investment Committee of the First United Methodist Church in Graham. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual investors, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices across the United States.

General retirement planning Retired Founder/Business Owner Executive
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Todd D

Series 66

Graham, TX

Edward Jones

Todd Danley is a financial advisor with Edward Jones, holding a Series 66 designation and 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Danley owns and operates Danley Ranch, where he is involved in livestock care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including managed solutions and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 advisors and over 15,000 branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Intergenerational Families
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Tamara E

Series 66

Graham, TX

Edward Jones

Tamara Earp is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of around 23,701 advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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