Filters

Direct booking

firm logo

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)

9 advisors near 79720

Out of 400,000+ nationwide

user avatar
firm logo

Theresa M

Series 63, Series 65

Big Spring, TX

Packerland Brokerage Services, Inc.

Theresa Manderski is a financial advisor at Packerland Brokerage Services, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Davenport & Company LLC for ten years. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access, offering both discretionary and non-discretionary account management through various platforms including Hilltop/Envestnet. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar
firm logo

Matthew T

Series 66

Big Spring, TX

LPL Enterprise

Matthew Tompkins is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Pruco Securities LLC and has experience in education and retail. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
firm logo

Jimmy N

Series 63, Series 66

Big Spring, TX

Edward Jones

Jimmy Newsom is a financial advisor with Edward Jones in Big Spring, TX, holding Series 63 and Series 66 designations and having 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advisory work, he is involved as a limited partner in farm subsidy-related ventures and land investment partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,000 financial advisors nationwide and reported approximately $1.01 trillion in assets under management.

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

Troy T

Series 63, Series 65

Big Spring, TX

LPL Enterprise

Troy Tompkins is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves as a local elected official on the Big Spring, TX City Council and is the membership chair for the Greater Big Spring Rotary Club. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with advice built around model portfolios and discretionary implementation through affiliated programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
firm logo

Jeremy H

Series 66

Big Spring, TX

Edward Jones

Jeremy Hallmark is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Hardin-Simmons University. Outside of his advisory role, he works seasonally installing Christmas lights for his family’s business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
user avatar
firm logo

Garrett G

Series 66

Big Spring, TX

Raymond James Financial

Garrett Gunn is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and in various roles outside the financial sector. Gunn serves on the advisory board for Coahoma Independent School District and is an officer and treasurer for the nonprofit Kort's Corner. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes tailored financial plans and investment recommendations, often serving in an advisory capacity rather than as a delegated manager.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Eddie E

Series 63, Series 66

Big Spring, TX

Edward Jones

Eddie Everett Jr. is a financial advisor with Edward Jones in Big Spring, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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

Steven S

CFP®, Series 63

Big Spring, TX

LPL Financial

Steven Stone is a CFP® with 36 years of experience in financial services. He is currently with LPL Financial and has previously worked at Avantax Advisory Services and Hall Family Trust. He has maintained a long-standing CPA practice and runs a non-variable insurance business. Steven also holds a notary commission. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

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

Raul B

Series 63, Series 66

Big Spring, TX

Edward Jones

Raul Benavides is a financial advisor with Edward Jones in Big Spring, TX, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.