Forge Financial

Christie Hughes is a financial advisor with Forge Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been affiliated with Forge Financial and LPL Financial since 2015. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL Financial platforms.

Garrett Webster is a financial advisor with Forge Financial, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Forge Financial and LPL Financial LLC, he worked at Thrivent Investment Management and Thrivent Financial. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven approach grounded in Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Madison Debose is a financial advisor at Forge Financial with a Series 66 credential and one year of industry experience. Prior to joining Forge Financial, Madison worked at LPL Financial and has held various roles across education, nonprofit, legal, and corporate sectors. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL’s platforms.

Christopher Beard is a financial advisor with Forge Financial in Edmond, OK, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Forge Financial since 2018 and also maintains an affiliation with LPL Financial since 2015. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, and utilizes LPL Financial platforms for custody and execution.

Geoffrey Weiss is a financial advisor with Forge Financial, holding Series 63 and Series 65 registrations and eight years of industry experience. He has worked exclusively with Forge Financial and LPL Financial since 2018, with prior experience at Reagor Dykes Autogroup and Sherwin Williams Paint Company. Forge Financial Services provides discretionary portfolio management primarily through LPL-sponsored wrap programs and its own Strategic Wealth Management accounts. The firm serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities using a model-driven investment approach grounded in Modern Portfolio Theory.

David Gibson is a financial advisor with Forge Financial, holding a Series 66 designation and six years of industry experience. He has worked at Forge Financial Services LLC and LPL Financial LLC since 2019 and previously spent 19 years with Crossings Community Church. Gibson is also an independent agent for non-variable insurance products. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee and implemented primarily through LPL Financial–sponsored programs and proprietary accounts.

Kailey Miles is a financial advisor at Forge Financial in Edmond, OK, with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and in the residential construction industry at McCaleb Homes and Foster Signature Homes. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a model-driven investment approach based on Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

James Burleson II is a financial advisor with Forge Financial in Edmond, Oklahoma, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at Forge Financial and LPL Financial, alongside experience in real estate through RE/MAX 1st. He is also involved in real estate-related activities, maintaining an inactive real estate agent status while receiving referral fees. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven investment approach based on Modern Portfolio Theory, managing accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Toni Selph is a financial advisor with Forge Financial and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including five years at LPL Financial and seven years with Forge Financial. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven investment approach grounded in Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Robert Watson is a financial advisor at Forge Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Forge Financial and LPL Financial since 2018. Outside of finance, he has been involved in a janitorial services business. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven approach based on Modern Portfolio Theory and manages accounts primarily through LPL-sponsored wrap programs and its own Strategic Wealth Management accounts.

Benjamin Lindsly is a financial advisor at Forge Financial with a Series 66 credential and two years of industry experience. Prior to joining Forge Financial and LPL Financial in 2023, he worked at Southern Nazarene University and Bartlesville High School. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, delivering services primarily through LPL Financial-sponsored programs and its own Strategic Wealth Management accounts.

Royse Mccasland is a financial advisor with Forge Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Forge Financial since 2018 and prior experience at Allstate Insurance Company from 2010 to 2018. Forge Financial Services provides discretionary portfolio management to individuals, high net worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses a model-driven approach based on Modern Portfolio Theory, managing accounts primarily through LPL-sponsored wrap programs and its Strategic Wealth Management accounts.

Charlotte Williams is a financial advisor at Forge Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Forge Financial since 2004, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is involved with a boutique hotel investment in Roatan, Honduras. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, utilizing LPL Financial’s platforms and approved products for portfolio implementation.

John Dotson is a financial advisor at Forge Financial with 13 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2013. Dotson also operates John Dotson, LLC, a non-variable insurance business. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach guided by an in-house Investment Committee, offering portfolio construction, monitoring, and discretionary trading primarily through LPL Financial–sponsored programs and its own Strategic Wealth Management accounts.

Kathryn Hylander is a financial advisor at Forge Financial with a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked as a financial coach and spent eight years at Hillcrest Medical Center. Forge Financial Services offers discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with portfolios monitored and rebalanced monthly, and client assets custodied through LPL Financial.