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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)

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Ross Q

Series 65

Mexia, TX

TRADEway

Ross Querry is a financial advisor with TRADEway, holding a Series 65 designation and nine years of industry experience. He has been affiliated with the University of Texas Southwestern Medical Center since 2001. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading and longer-term model-based strategies.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Peter B

Series 65

Mexia, TX

TRADEway

Peter Breidt is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at Booz Allen Hamilton since 1994. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Blair N

Series 65

Mexia, TX

TRADEway

Blair Nightingale is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at NeuVenture On Wall Street since 2015. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework combining fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Dennis F

Series 65

Mexia, TX

TRADEway

Dennis Foster is a financial advisor with TRADEway, holding a Series 65 designation and two years of industry experience. He is also the managing partner of Hill Country Home Center, a supplier of home improvement and construction products. Prior to his advisory role, Dennis has worked in various capacities including at Lemon Tree Cleaners and HCTC. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, offering subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone to support both short-term trading and longer-term investment strategies.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Caleb P

Series 65

Mexia, TX

TRADEway

Caleb Pritchett is a Series 65-licensed advisor at TRADEway with two years of industry experience. His background includes roles at Trothe, Inc. and Troth LLC, as well as positions outside the financial sector, including work with the Oklahoma City Thunder and Oklahoma Baptist University. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, featuring subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model portfolios.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Casin S

Series 65, Series 66

Mexia, TX

TRADEway

Casin South is a financial advisor at TRADEway with Series 65 and Series 66 licenses and five years of industry experience. Prior to joining TRADEway in 2023, Casin worked at LPL Financial, LLC from 2020 to 2023. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Jenny T

Series 65

Mexia, TX

TRADEway

Jenny Taylor is a financial advisor at TRADEway with eight years of industry experience. She holds a Series 65 designation and has been with TRADEway since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework that integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Noah H

Series 65

Mexia, TX

TRADEway

Noah Hernandez is a financial advisor at TRADEway with two years of industry experience and holds a Series 65 designation. Prior to joining TRADEway, he worked in various roles including at Walmart Pharmacy and Chipotle Mexican Grill. Outside of advising, he owns and operates an e-commerce business called Cubicle Cold Water Therapy. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, combining live and virtual events, on-demand courses, and subscription-based research tools with model investment portfolios. The firm’s approach integrates fundamental and technical analysis with market tone, offering both short-term trading methods and longer-term model allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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Geoffrey N

Series 65

Mexia, TX

TRADEway

Geoffrey Nance is a financial advisor at TRADEway with five years of industry experience. He holds a Series 65 designation and has been associated with NeUventure on Wall Street since 2010. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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David H

Series 65

Mexia, TX

TRADEway

David Huber II is a Series 65 licensed advisor at TRADEway with five years of industry experience. He has worked at Designer Technologies Inc. since 2005. Outside of his advisory role, he serves as president of PublicRuckus Inc., focusing on sales and marketing training, and LifeEdge LLC, which provides life coaching services. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm employs a proprietary framework integrating fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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David V

Series 65

Mexia, TX

TRADEway

David Verbruggen is a financial advisor with TRADEway, holding a Series 65 license and four years of industry experience. Prior to joining TRADEway, he worked at EXOS Aerospace Systems & Technologies and Southwest Airlines. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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David H

Series 65

Mexia, TX

TRADEway

David Huber Sr. is a Series 65-licensed financial advisor with nine years of industry experience. He has worked as an independent contractor since 2009. He is based in Mexia, Texas, and is affiliated with TRADEway, a multi-team firm with 15 advisors. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model portfolios.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner Self-Employed Values-based investing Mid-Career Professionals
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John L

Series 63, Series 66

Mexia, TX

Empower Advisory Group

John Leyendecker is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. In addition to his advisory role, he is involved seasonally in a family-owned jewelry business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Melanie E

Series 63, Series 65

Teague, TX

UBS Financial Services

Melanie Eubanks is a financial advisor with UBS Financial Services in Teague, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the boards of Pecan Valley Ranch Inc., involved in agriculture and livestock, and the Purple Balloon Foundation, where she oversees operations and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities and wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Lorenzo R

Series 63, Series 66

Mexia, TX

LPL Financial

Lorenzo Ruiz III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team, combining 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
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David C

Series 63, Series 66

Mexia, TX

Edward Jones

David Chilcoat is a financial advisor with Edward Jones in Mexia, TX, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward D. Jones & CO., L.P. since 1992. Chilcoat serves as the Vice President on the Board of Trustees for the Mexia Independent School District and is a voting member on real estate issues at Parkview Regional Hospital in Mexia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Mexia, TX

Edward Jones

Ryan Sebesta is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He previously worked for Texas Farm Bureau Insurance for nine years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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