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)

Top 30 financial advisors of 117 near 72921

Out of 400,000+ nationwide

firm logo

Chrissy N

Series 66

Fort Smith, AR

Independent Financial Group, LLC

Divorce financial planning Business ownership considerations Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Religious/faith focused
firm logo

Luke M

Series 66

Fort Smith, AR

Merrill

Luke Mc Donald is a Financial Advisor with The Don McDonald Group at Merrill Lynch Wealth Management, which comprises seven members and collectively holds over 80 years of experience. He joined the team in 2023, bringing skills in effective communication, comprehensive research, and accurate work developed during his studies at Full Sail University. Luke works closely with clients to align their financial goals and personal values with their investment strategies. His areas of focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Full Sail University, an associate's degree from the University of Arkansas System, and completed his high school education through homeschooling. Outside of his professional responsibilities, Luke volunteers with Young Life, a local Christian ministry for high school students, and serves actively in his church. He resides in Fort Smith with his wife, Emily, and enjoys cooking and preparing coffee for family and friends in his free time.

Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Married/Couples/Partners Christian Faith Based
firm logo

Keith L

CFP®, Series 66

Fort Smith, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management
firm logo

Steven W

CFP®, Series 66

Van Buren, AR

Edward Jones

General retirement planning Wealth management
firm logo

Madison N

Series 66

Alma, AR

Edward Jones

Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Real estate investing Founder/Business Owner Executive Women Professionals
firm logo

Adam P

Series 66

Fort Smith, AR

Merrill

Adam Plattner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop customized wealth management strategies that address their unique financial situations and priorities. Adam emphasizes a comprehensive approach that connects all aspects of a client’s financial life, adapting to changing market conditions to help pursue their most important goals. Adam holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of Arkansas System. He began his career with a two-year internship at Merrill Lynch in Rogers, Arkansas, and in 2005, he joined the Plattner-Smith Group in Fort Smith alongside his mother, Sue. Adam’s areas of focus include family wealth management, legacy planning, retirement income, philanthropic and socially responsible investing, as well as specialized planning for the LGBT and women’s communities. In addition to his professional work, Adam serves on the board of Kitties and Kanines. He enjoys cooking, fishing, skiing, traveling, and spending time with his family.

Wealth management Charitable giving & philanthropy General estate planning guidance Retirement income strategy ESG / Sustainable investing LGBTQIA Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
firm logo

Dawsyn S

Series 66

Fort Smith, AR

Merrill

Dawsyn Smith is a Financial Solutions Advisor with Merrill Lynch Wealth Management, where he partners with clients to develop personalized strategies aimed at pursuing their financial goals. He emphasizes a client-centric approach, taking the time to understand what matters most to individuals and families in order to provide tailored advice on investing, retirement planning, and saving for unforeseen expenses. Smith holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree and an Associate's Degree from the University of Arkansas Fort Smith, studies at the University of West Florida, and a High School Diploma from South Side High School. He is committed to providing ongoing guidance to adapt to his clients’ changing financial needs.

General retirement planning Wealth management
firm logo

Don M

Series 63, Series 65

Fort Smith, AR

Merrill

Don Mcdonald is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team of professionals dedicated to delivering personalized wealth management strategies that address both personal and corporate financial goals. Don combines the resources of Merrill Lynch with banking convenience and lending solutions from Bank of America to create flexible strategies tailored to changing market conditions. With a Bachelor of Business Administration degree in Finance from Southern Arkansas University, Don began his career at Merrill in 1989 and has since developed expertise in financial strategy and portfolio construction for high net-worth clients. He holds multiple professional designations, including Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Chartered Retirement Planning Counselor™, and Certified Plan Fiduciary Advisor®. Don’s client focus spans areas such as corporate executive services, retirement planning, philanthropic planning, special needs planning, and managing new wealth. Raised on a cattle farm in Northeast Arkansas, Don applies values of hard work and integrity to his professional practice. He is active in his local Baptist church, serving as a deacon and participating in financial education ministry, and he contributes to his community through roles such as serving on the Business Advisory Council for the Rankin College of Business at Southern Arkansas University and mentoring college business students. Outside of work, Don enjoys fishing, hunting, traveling, and woodworking.

Wealth management Retirement income strategy Divorce financial planning Planning for children with special needs Charitable giving & philanthropy Executive Women Professionals Women's Finance
firm logo

Ross P

Series 66

Fort Smith, AR

Merrill

Ross Plattner is a Senior Financial Advisor with the Plattner-Smith Group based in Fort Smith, Arkansas. He is part of a team that offers comprehensive wealth management strategies focusing on understanding each client's unique financial situation and priorities. Ross and his team utilize resources from Merrill Lynch Wealth Management and Bank of America to provide clients with investment insights and banking solutions tailored to their needs. Ross began his career at Merrill Lynch in 2017 after spending 11 years in the service industry. He holds a Bachelor's degree in Marketing Management from the University of Arkansas, earned in 2007, and has completed the Dale Carnegie leadership training course. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Personal Investment Advisor (PIA). Ross specializes in family wealth management, legacy planning, retirement income, socially responsible and values-based investing, and works with diverse client groups including those focused on philanthropic and LGBT wealth planning. Outside of his professional role, Ross enjoys a range of personal interests including golf, tennis, cooking, and traveling with his wife, Diana. He is a fan of Manchester United, the St. Louis Cardinals, and the Arkansas Razorbacks. Ross is also committed to community involvement through volunteering with local organizations.

Wealth management Charitable giving & philanthropy General estate planning guidance Retirement income strategy ESG / Sustainable investing LGBTQIA Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
firm logo

Libby M

Series 66

Fort Smith, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning
Warmer team member

Not sure where to start?

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

Call (201) 292-4557

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")