We’re here to amplify your life’s work. When financial advisors have the support and resources they need to succeed, they transcend to new levels of professional success by helping clients reach financial goals and milestones with confidence. This is what fuels the Forum Advisor Alliance team every day — the opportunity to empower independent advisors to grow with purpose and to run their practice the way they want.
The Forum Advisor Alliance brings together a community of professionals with distinct educational backgrounds — all ready to be part of what’s next. This foundation of financial knowledge gives them rare perspective on our ever-changing industry.
Brian Shapiro
Advisor Development Officer
Forum Advisor Alliance
Brian focuses on recruiting like-minded financial advisors and Registered Investment Advisor (RIA) firms to join our organization. Through a consultative approach, Brian works with firms to uncover their needs and challenges to identify ways that a partnership with Forum would be beneficial to their practice.
Karma Forrestal, CFP®
Partner
Forum Advisor Alliance
As one of the founders of the Forum Women’s Initiative, Karma is committed to helping women become financially independent. In conjunction with the Forum Advisor Alliance, she is a mentor for female advisors as they establish and grow their practice.
Jonathan Rogers, CFP®
Co-Managing Partner
Forum Advisor Alliance
Jonathan leads the strategic growth of the Forum Advisor Alliance and the operations of its parent registered investment advisory firm, Forum Financial Management. His vision is to create a flexible TAMP and RIA platform built specifically for planning-centric, evidence-based financial advisors. He supports financial advisors across the Forum Advisor Alliance and Forum communities, helping them define their business goals and explore how they can leverage their partnerships to achieve future growth and sustainability.
Norbert Mindel, JD, CFP®
Partner
Forum Advisor Alliance
Norbert (Norm) Mindel is known in the financial services industry as an entertaining and insightful public speaker. Norm is primarily responsible for strategic planning for the firm. With his decades of experience in this industry and a background in accounting, law and wealth management, Norm works with business owners to address complex issues such as business development and succession planning.
Stefana Szytec
Manager, Onboarding and Advisor Support
Forum Advisor Alliance
Stefana Szytec serves as Manager, Onboarding and Advisor Support. She leads the onboarding and training efforts of new advisors and RIAs while assisting in training operations for associates
Mac Davis
Chief Operating Officer
Forum Advisor Alliance
Mac Davis leads all operational functions with a focus on enhancing efficiency, scalability and client service. He oversees daily trading operations, custodial integrations and account management for advisory firms, ensuring seamless execution and compliance. Mac is dedicated to continuous improvement and fostering a collaborative culture where team members are empowered to grow and contribute meaningfully.
Strategic Relationships
At the Forum Advisor Alliance, we are proud to partner with some of the most respected organizations and thought leaders in the financial services industry. We share the same end goal: to give financial advisors the freedom to focus on their clients.
Dimensional Fund Advisors
The investment principles on which we base our programs came originally from the world of academia, not Wall Street. These principles have been articulated and developed by Dimensional Fund Advisors. As one of the largest fund managers, Dimensional has $944 billion in firmwide assets under management (as of December 31, 2025.).
Where Firms Go to Grow
Contact us today to learn more about the Forum Advisor Alliance. One of our team members will personally reach out to you.