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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)

Top 30 financial advisors of 74 near 76308

Out of 400,000+ nationwide

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Casey B

Series 63, Series 65

Wichita Falls, TX

Merrill

Casey Barry is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined the firm in 1994 and specializes in wealth organization for individuals, corporations, and non-profit institutions. Casey holds a Bachelor of Science degree in Economics from Tarleton State University, graduating Magna Cum Laude with supporting fields in government and finance. He maintains the Personal Investment Advisor (PIA) designation. In addition to his professional work, Casey is actively involved in his local community through his volunteer work as a pilot with Angel Flight. He is married to Janie, and they have a daughter who attends Texas State University.

Wealth management
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Keaton D

Series 66

Wichita Falls, TX

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Raymond L

Series 66

Wichita Falls, TX

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Wealth management Founder/Business Owner Doctor or Medical Professional
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Mackenzie B

Series 63, Series 65

Wichita Falls, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Military & Veterans Founder/Business Owner
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Mark C

Series 63, Series 65

Wichita Falls, TX

Merrill

Mark Callender is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies by gaining a thorough understanding of his clients' financial situations and priorities. Mark leverages the investment insights of Merrill and the banking services of Bank of America to create flexible strategies that adapt to changing market conditions and client needs. With expertise in areas such as education planning, legacy planning, personal retirement planning, tax minimization, and managing new wealth, Mark works one-on-one with clients to pursue their long-term financial goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Midwestern State University. Mark follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. His personal interests include golfing, music, and traveling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Women's Finance
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Shelby W

CFP®, Series 66

Iowa Park, TX

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Eric G

Series 66

Wichita Falls, TX

Merrill

Eric Garner is a Resident Director with Merrill, specializing in personalized wealth management strategies that align with clients' individual financial goals. He focuses on areas such as college education planning, family wealth management, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. Garner is a Personal Investment Advisor (PIA) committed to building strong client relationships through teamwork and active client involvement. He holds a bachelor's degree in Physiology and Human Nutrition from Oklahoma State University. Garner lives in Wichita Falls with his wife Jennifer and their three children. He and his family are active in their community, supporting organizations including FBCWF and YMCA WF. Outside of his professional pursuits, his personal interests include baseball, cooking, fishing, golfing, music, and spending time with his family.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Parents Women Professionals
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Matthew M

Series 66

Wichita Falls, TX

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning
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Sydney H

Series 66

Wichita Falls, TX

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Weston H

Series 66

Wichita Falls, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management
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