Forge Financial

Christie Hughes is a financial advisor with Forge Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been affiliated with Forge Financial and LPL Financial since 2015. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL Financial platforms.

Madison Debose is a financial advisor at Forge Financial with a Series 66 credential and one year of industry experience. Prior to joining Forge Financial, Madison worked at LPL Financial and has held various roles across education, nonprofit, legal, and corporate sectors. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and discretionary trading executed through LPL’s platforms.

Jordan Long is a financial advisor at Forge Financial with five years of industry experience. He holds a Series 66 designation and has been associated with LPL Financial and Forge Financial Services since 2014. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee.

Christopher Beard is a financial advisor with Forge Financial in Edmond, OK, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Forge Financial since 2018 and also maintains an affiliation with LPL Financial since 2015. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, and utilizes LPL Financial platforms for custody and execution.

Geoffrey Weiss is a financial advisor at Forge Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and in the automotive and paint industries. Forge Financial Services offers discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee and executed through LPL Financial platforms.

David Gibson is a financial advisor with Forge Financial, holding a Series 66 designation and six years of industry experience. He has worked at Forge Financial Services LLC and LPL Financial LLC since 2019 and previously spent 19 years with Crossings Community Church. Gibson is also an independent agent for non-variable insurance products. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee and implemented primarily through LPL Financial–sponsored programs and proprietary accounts.

Kailey Miles is a financial advisor with Forge Financial in Edmond, OK, holding a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked in the homebuilding industry at McCaleb Homes and Foster Signature Homes. Forge Financial provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm follows a model-driven investment approach guided by an in-house Investment Committee, utilizing LPL Financial’s platforms for account execution and custody.

James Burleson is a financial advisor with Forge Financial and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at LPL Financial and Forge Financial. Outside of advising, he has been involved with RE/MAX 1st as an inactive real estate agent eligible for referral fees. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach grounded in Modern Portfolio Theory, with portfolios constructed and monitored by an in-house Investment Committee and executed through LPL platforms.

Toni Selph is a financial advisor with Forge Financial in Tulsa, OK, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining Forge Financial, Selph worked at LPL Financial for five years. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with portfolios managed and rebalanced monthly through LPL Financial platforms.

Robert Watson is a financial advisor at Forge Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Forge Financial and LPL Financial since 2018. Outside of finance, he has been involved with BCW Janitorial Services, where he performs facility maintenance tasks. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach with monthly portfolio monitoring and rebalancing, delivering services primarily through LPL Financial-sponsored programs and its own Strategic Wealth Management accounts.

Benjamin Lindsly is a financial advisor at Forge Financial with a Series 66 credential and two years of industry experience. Prior to joining Forge Financial and LPL Financial in 2023, he worked at Southern Nazarene University and Bartlesville High School. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, delivering services primarily through LPL Financial-sponsored programs and its own Strategic Wealth Management accounts.

Royse Mccasland is a financial advisor with Forge Financial who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at LPL Financial and Allstate Insurance. He has been with Forge Financial since 2018. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with monthly portfolio monitoring and rebalancing, delivering services primarily through LPL Financial-sponsored programs and its own Strategic Wealth Management accounts.

Charlotte Williams is a financial advisor at Forge Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Forge Financial since 2004, also maintaining an affiliation with LPL Financial since 2013. Outside of her advisory role, she is involved with a boutique hotel investment in Roatan, Honduras. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach based on Modern Portfolio Theory, utilizing LPL Financial’s platforms and approved products for portfolio implementation.

John Dotson is a financial advisor at Forge Financial with 13 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2013. Dotson also operates John Dotson, LLC, a non-variable insurance business. Forge Financial Services provides discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a model-driven investment approach guided by an in-house Investment Committee, offering portfolio construction, monitoring, and discretionary trading primarily through LPL Financial–sponsored programs and its own Strategic Wealth Management accounts.

Kathryn Hylander is a financial advisor at Forge Financial with a Series 66 designation and one year of industry experience. Prior to joining Forge Financial and LPL Financial in 2024, she worked as a financial coach and spent eight years at Hillcrest Medical Center. Forge Financial Services offers discretionary investment management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a model-driven investment approach based on Modern Portfolio Theory, with portfolios monitored and rebalanced monthly, and client assets custodied through LPL Financial.