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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 230 near 79415

Out of 400,000+ nationwide

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Sean F

Series 66

Lubbock, TX

Merrill

Sean Fulton is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial advice and guidance aimed at helping clients achieve their short, intermediate, and long-term goals, including retirement planning, education funding, and planning for future generations. Sean focuses on simplifying complex financial topics to help clients gain confidence and clarity in their financial decisions. Before joining Merrill in 2025, Sean worked in aviation sales, assisting clients across the country with the helicopter acquisition process, and later provided consulting services to small businesses to help them obtain tax credits. He earned a Bachelor's degree in Finance and Professional Selling from Baylor University and an MBA from Southern Methodist University. Sean holds the Personal Investment Advisor (PIA) designation. Sean and his wife, Haley, live in Lubbock. His personal interests include baseball, basketball, fishing, football, running, traveling, yoga, and spending time with family.

College savings (529s, UTMA, etc.) Business sale tax planning General retirement planning Wealth management Founder/Business Owner
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Kyle M

Series 63, Series 65

Lubbock, TX

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Kristyne L

Series 66

Lubbock, TX

Merrill

Kristyne Link is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works one-on-one with individuals and families to define their financial goals and develop portfolio strategies designed to help achieve them. Kristyne provides ongoing advice and adapts portfolios as clients' situations change, focusing on helping clients navigate complex financial decisions with clarity and confidence. She holds the Personal Investment Advisor (PIA) designation and has completed her education with a High School Diploma from Monterey High School, an Associate's Degree from South Plains College, and coursework at the Texas Tech University System. Kristyne serves clients locally and across the country, building long-term relationships based on trust and simplifying financial complexities. Outside of her professional work, Kristyne enjoys billiards, reading, and spending time with her family. She relates to clients juggling multiple priorities and emphasizes uncovering what matters most to clients and their families to create financial strategies aligned with their goals.

General retirement planning Income planning College savings (529s, UTMA, etc.) Elder care planning Medicare planning Mid-Career Professionals Approaching retirement Parents Sandwich Generation
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Janet B

Series 66

Lubbock, TX

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Lenzie M

CFP®, Series 66

Lubbock, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Wilson P

Series 63, Series 66

Lubbock, TX

Edward Jones

Business ownership considerations Business succession planning Wealth management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Valerie H

Series 63, Series 66

Lubbock, 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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Eric P

Series 66

Lubbock, TX

Merrill

Eric Pittman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2007 and focuses on retirement, insurance, and estate planning strategies for his clients. Eric earned a bachelor's degree from the College of Personal Financial Planning at Texas Tech University, where he emphasized business practices and family investment analysis. He holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Committed to understanding each client's individual needs, Eric aims to provide personalized wealth management strategies that help clients achieve their financial goals. He is involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with the American Cancer Society and Hope Lodge – Lubbock.

General retirement planning Retirement income strategy Life insurance needs analysis General estate planning guidance
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Caden J

Series 66

Lubbock, TX

Edward Jones

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

Series 66

Lubbock, TX

Edward Jones

Retirement income strategy Business ownership considerations Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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