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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 78840

Out of 400,000+ nationwide

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Eldon B

CFP®, Series 63

Del Rio, TX

Brown Financial Group

Eldon Brown is a CFP® with 21 years of industry experience, currently serving at Brown Financial Group in Del Rio, TX. He has been with Wealth Financial Advisory Services, LLC since 2016 and has worked with Brown Financial Group since 2013. Outside of his advisory work, he is also a licensed insurance agent. Brown Financial Group advises individuals, high-net-worth clients, and pension/profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm manages around $21.1 million across about 119 accounts and utilizes modern portfolio theory with long-term trading strategies, maintaining tailored or model portfolios and conducting at least annual account reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing
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Michelle B

Series 65

Del Rio, TX

Brown Financial Group

Michelle Brown is a financial advisor at Brown Financial Group in Del Rio, TX, holding a Series 65 designation with 12 years of industry experience. She has served at Wealth Financial Advisory Services, LLC since 2016 and has been associated with MEB Financial Group, LLC, dba Brown Financial Group, since 2003. Brown is also an insurance agent licensed to sell annuity and insurance products. Brown Financial Group advises individuals, high-net-worth clients, and pension/profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm uses a modern portfolio theory approach with tailored or model portfolios and offers recommendations while clients retain trading authority.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing
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Gilbert M

Series 63, Series 65

Delrio, TX

Money Concepts Capital Corp

Gilbert Mercado is a financial advisor with Money Concepts Capital Corp in Delrio, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and previously operated El Toston Puerto Rican Food LLC. Outside of advisory work, he is involved in several business activities including serving as president of Money Link Financial Services Inc and Amistad Taxes Plus, owning Dos Aguilas and Associates LLC for advisor mentoring, and Mastery Alliance LLC, a continuing education provider. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Scott M

Series 63, Series 65

Del Rio, TX

First Command Advisory Services

Scott Mann is a financial advisor with First Command Advisory Services in Del Rio, Texas, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his advisory role, he worked in landscaping and crane operations and has experience with several First Command affiliated entities. Outside of finance, he was involved in managing Two Brothers Landscaping and Trees LLC from 2020 to 2024. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking services. The firm offers a structured Tailored Professional Services engagement and manages model portfolios via an in-house Investment Management Team, with a particular focus on advisor-led, face-to-face financial coaching.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Nguyen Hoang Anh V

Series 63, Series 65

Del Rio, TX

First Command Advisory Services

Nguyen Hoang Anh Vo is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, Nguyen held roles at Clear Label, Tokyo Global Gateway, and Mitsubishi Fuso Truck and Bus Corporation. First Command serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, offering financial planning, discretionary asset management, brokerage, insurance, and banking products through affiliated entities. The firm’s approach includes face-to-face financial coaching and structured 12-month Tailored Professional Services engagements, supported by an in-house Investment Management Team that manages discretionary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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George O

Series 66

Del Rio, TX

Edward Jones

George Oliva is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Military & Veterans Hispanic/Latino/Latinx
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Emily C

CFP®, Series 63, Series 66

Del Rio, TX

Edward Jones

Emily Cooper is a CFP® certified financial advisor with Edward Jones in Del Rio, TX, where she has worked since 2000, accumulating 25 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a co-owner of a commercial rental property in Del Rio. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused
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John P

Series 66

Del Rio, TX

Raymond James Financial

John Plumb is a financial advisor with Raymond James Financial in Del Rio, TX, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at Westex Investment Services. Outside of his advisory role, he owns a small farm where he sells hay and raises goats. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a wide affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jessica L

Series 66

Del Rio, TX

Edward Jones

Jessica Leyendecker is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of advising, she is an owner of a commercial rental property in Del Rio, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Sergio R

Series 63, Series 66

Del Rio, TX

Cetera

Sergio Rodriguez is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior roles include positions at PNC Investments, BBVA Securities, and Avantax Advisory Services. Outside of advising, he co-owns a tax preparation and notary service and is a candidate for Val Verde County Commissioner. 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 and financial planning services, combining retirement and fiduciary capabilities with access to affiliated broker-dealers and multiple program structures.

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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