Direct booking

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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)

Advisors near 32621

Out of 400,000+ nationwide

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Michael D

Series 65

Gainesville, FL

Magna Vis Capital

Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Options & derivatives strategies Active portfolio management General retirement planning College savings (529s, UTMA, etc.)
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Stanley G

Series 65

Chiefland, FL

Griffis Asset Management Company, LLC

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Wealth management Passive / index investing Active portfolio management
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Franklin L

Series 65

Gainesville, FL

Lentz Advisors

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

General retirement planning Tax strategies for small businesses Wealth management
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Franklin L

Series 63, Series 65

Gainesville, FL

Lentz Advisors

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes over a decade at Raymond James Financial Services and leadership roles at Lentz Dodd Financial Group and other affiliated entities. Outside of advisory work, he serves as an independent insurance producer and consults on employee benefit plans. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to plan sponsors, pension and profit-sharing plans, trusts, and other institutional clients, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy utilizing fundamental, technical, and cyclical analysis across a variety of investment instruments and offers specialized retirement plan services, including Section 3(38) fiduciary capabilities.

General retirement planning Tax strategies for small businesses Wealth management
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Benjamin S

Series 65

Chiefland, FL

Smith Asset Management Co., LLC

Benjamin Smith is a financial advisor at Smith Asset Management Co., LLC with four years of industry experience. He holds a Series 65 designation and has served in the US Army from 2015 to 2020. Since 2020, he has also been affiliated with Stetson University of Law. Smith Asset Management Co., LLC provides discretionary portfolio management and advisory consulting to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm customizes portfolios emphasizing preferred stocks and corporate bonds, employing a combination of fundamental and technical analysis, cyclical analysis, modern portfolio theory, and option writing tailored to client needs.

Active portfolio management Options & derivatives strategies
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Patricia M

Series 63

Morriston, FL

Cherry Creek Investment Advisors Inc

Patricia Mcnamara is a financial advisor with Cherry Creek Investment Advisors Inc, holding a Series 63 designation and bringing 27 years of industry experience. She has been with Cherry Creek Investment Advisors since 1995. Outside of her advisory role, she owns Banksville Farm, LLC, where she trains and sells show jumpers. Cherry Creek Investment Advisors provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes customized portfolios based on internal and external research, favoring longer holding periods with selective active management.

General retirement planning
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Osvaldo D

Series 66

Williston, FL

Kovack Advisors, inc.

Osvaldo Delgado Jr. is a financial advisor at Kovack Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2012. Outside of his advisory role, he is involved as Chief Operating Officer and partner at Ministry Marketing Agency LLC, which provides digital marketing services for churches and nonprofit organizations. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a wide range of clients, including individuals, corporations, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and access to third-party asset managers, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brandon P

Series 65, Series 66

Gainesville, FL

Coppell Advisory Solutions LLC

Brandon Peterson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 65 and Series 66 licenses and seven years of industry experience. He has worked at DTRT Advisors, DTRT Insurance Services, and Fusion Capital Management since 2018, and previously held roles at Markey Insurance Associates, Markey Investment Management, and Markey Wealth Management. In addition to his advisory roles, Peterson is an enrolled agent with the IRS and provides tax and business consulting through Trusted Family Partners, LLC. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement strategies aligned with client objectives.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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Darrin M

Series 63, Series 66

Gainesville, FL

Independent Advisor Alliance, llc

Darrin Markey is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 credentials. He has 35 years of industry experience, including prior roles at Markey Investment Management, Inc. and LPL Financial. Outside of finance, he owns and operates North Florida Honey, a small honey business. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party managers, and technology platforms to manage client allocations.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Donald S

Series 63, Series 65

Williston, FL

IP Financial Advisory Services LLC

Donald Silberman is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with IP Financial Advisory Services since 2019 and is also involved with Innovation Partners LLC and Sheps Ranch. Outside of financial advising, Silberman serves as CEO and CFO of Sheps Acres, a small-scale cattle ranching operation in Williston, Florida. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm combines traditional investment advisory services with actuarial and risk management consulting and refers clients to third-party investment advisors while maintaining communication and oversight.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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