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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)

17 advisors near 73601

Out of 400,000+ nationwide

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Mitchell M

Series 63, Series 65

Clinton, OK

Dominion Capital Management, LLC

Mitchell Mcabee is a financial advisor with Dominion Capital Management, LLC in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Dominion Capital Management since 2006 and previously spent ten years at H. Beck, Inc. In addition to his advisory role, Mcabee is president of McAbee & Company, PC, a certified public accounting firm, and owns Cashflocfo LLC, which markets technology concepts. Dominion Capital Management provides discretionary and non-discretionary investment management, ERISA retirement-plan advisory services, and financial planning to individuals and plan sponsors. The firm customizes investment programs using long- and short-term positions, options, and derivatives, incorporating technical analysis and trend research, and may engage third-party sub-advisors in managing client assets.

Retirement plans for business owners (SEP, solo 401k)
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Chase A

Series 65

Weatherford, OK

West Oak Wealth

Chase Anderson is a financial advisor at West Oak Wealth with a Series 65 credential and one year of industry experience. Prior to joining West Oak Wealth, he worked at MidFirst Bank for four years. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm operates as a fee-only fiduciary using a largely passive investment approach based on modern portfolio theory, offering discretionary management and retirement plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Makena M

Series 65

Clinton, OK

Gibco Capital Advisors

Makena Minton is a financial advisor at GibCo Capital Advisors with two years of industry experience. She holds a Series 65 designation and has prior experience with Sun Grown Organics LLC and Reid Newspapers. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolio recommendations, offering a range of investments including stocks, bonds, mutual funds, ETFs, REITs, options, and select digital assets.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Gerald A

Series 65

Weatherford, OK

West Oak Wealth

Gerald Anderson Jr. is a financial advisor at West Oak Wealth with one year of industry experience. He holds a Series 65 designation and has been the owner of RTC Resources, LLP, an oil and gas production business, since 1999. West Oak Wealth serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a largely passive investment approach based on modern portfolio theory, offering discretionary management, financial planning, and ERISA 3(38) plan consulting.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jason G

Series 63, Series 66

Clinton, OK

Gibco Capital Advisors

Jason Giblet is a financial advisor with GibCo Capital Advisors in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1999. Outside of advising, he owns and manages a rental real estate business. GibCo Capital Advisors serves individuals, corporations, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment portfolios, including limited allocations to digital assets, and offers a wrap fee program that combines advisory and execution services.

Income planning Charitable giving & philanthropy Real estate investing Founder/Business Owner
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Bryan B

Series 63, Series 66

Clinton, OK

Royal Fund Management, LLC

Bryan Baca is a financial advisor with Royal Fund Management, LLC in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked with Advanced Financial Strategies, Inc. since 1997 and has held roles at several other firms including Summit Financial Group Inc and Vsr Advisory Services. Outside of advising, he owns and operates a small cow/calf cattle ranch. Royal Fund Management serves individuals, corporations, pension plans, and charitable organizations by offering portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement strategies tailored to clients’ risk tolerances and provides specialized services such as non-discretionary and discretionary management for defined contribution plan participants.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Briley B

CFP®, Series 65

Clinton, OK

Royal Fund Management, LLC

Briley Baca is a CFP® and Series 65-registered advisor with Royal Fund Management, LLC, bringing five years of industry experience. He has held roles at Royal Fund Management and Advanced Financial Strategies, Inc., and previously worked in telecommunications and education. Baca serves as Treasurer for the Weatherford Rotary Club, managing the organization’s finances. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analysis for investment strategies and offers services including third-party money manager oversight and options-writing overlays.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Cameron P

Series 66

Weatherford, OK

Empower Advisory Group

Cameron Page is a financial advisor with Empower Advisory Group holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mass Mutual, Equitable Advisors, Cetera Investment Services, and Edward Jones. Outside of finance, he operated Cameron's Lawn Service for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions 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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Ashlyn P

Series 66

Weatherford, OK

Edward Jones

Ashlyn Pugh is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked at Comark Equity Alliance and Consolidated Grain and Barge. Outside of her advisory role, she is involved with Pugh Fence & Welding, LLC, assisting with administrative responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Multi-generational wealth transfer Charitable giving & philanthropy Retired Founder/Business Owner Executive Religious/faith focused
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Thad W

Series 66

Weatherford, OK

Edward Jones

Thad Wolgamott is a financial advisor at Edward Jones with 26 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Board of the Stafford Air & Space Museum Foundation and oversees operations at Stafford Flight Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, offering a range of advisory programs and investment options with over $1 trillion in assets under management.

Business exit / sale strategy Business succession planning Business Financial Management Retired Founder/Business Owner Executive
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Dakota B

Series 66

Clinton, OK

Cetera

Dakota Brewer is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of Hydro and involvement with The Goddard Center for the Visual and Performing Arts. He serves as treasurer and board member for Future Leaders of Oklahoma and is operations director and 50% owner of White Stag Land Co. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining retirement capabilities with a broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jacob S

Series 63, Series 66

Clinton, OK

Edward Jones

Jacob Stewart is a financial advisor with Edward Jones in Clinton, Oklahoma, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at Farm Credit of Western Oklahoma for 11 years before joining Edward Jones in 2019. Stewart serves as a board member of Oklahoma Bank and Trust Co., where he is involved in management evaluation and policy oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages over $1 trillion in assets and offers investment strategies including managed solutions, separately managed accounts, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David D

Series 66

Clinton, OK

Cetera

David Davis II is a financial advisor with Cetera, holding a Series 66 credential and over 26 years of industry experience. He has been with Cetera and its affiliated entities since 1999 and has longstanding ties to multiple banking institutions since 1987. In addition to his advisory work, he operates as a sole proprietor CPA. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services combined with model portfolios and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Mark M

Series 66

Clinton, OK

Edward Jones

Mark Miner is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Kinnunen Sales & Rental, Inc. Outside of his advisory role, Miner owns and manages several construction and real estate businesses, including Double M Builders, LLC, and Irish Squared, LLC, which focus on home construction and investment property development. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Kenneth B

Series 66

Clinton, OK

Cetera

Kenneth Baker is a financial advisor at Cetera with 26 years of industry experience and holds a Series 66 designation. He has been with Cetera since 2014 and has extensive banking experience dating back to 1979 with various institutions. Outside of his advisory role, he serves as chairman of the Clinton Economic Development Authority and acts as a liaison on the Clinton Hospital Board. Cetera serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Derik S

Series 63, Series 65

Weatherford, OK

OSAIC

Derik Sullivan is a financial advisor with Osaic Wealth, Inc. based in Weatherford, Oklahoma. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior firms include Voya Financial Advisors, Cetera Advisor Networks, and Securities America Advisors. He also offers life and health insurance products as part of his services when appropriate for clients' financial plans. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and provides access to a wide range of investment products and custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Katelin B

Series 66

Weatherford, OK

Edward Jones

Katelin Bartmann is a financial advisor with Edward Jones in Weatherford, Oklahoma, holding a Series 66 credential and 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Bartmann serves as president of the Weatherford Regional Hospital Foundation Board. 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 and offers a range of advisory, managed solution, and investment services through a large network of financial advisors nationwide.

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