William White

William White, MBA, ChFC®, CLTC®

Founding Partner | Financial Advisor

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Martin “Marty” Ezelle

Martin “Marty” Ezelle, MBA, ChFC®

Partner | Financial Advisor

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James “Jay” McCluskey, CLU<sup>®</sup>, ChFC<sup>®</sup>, MBA, MSFS

James “Jay” McCluskey, CLU®, ChFC®, MBA, MSFS

Financial Services Professional

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Strategic Alliances

William and Marty are Investment Advisor Representatives with Eagle Strategies, LLC. While Forge & Link focuses on providing Investment and Financial Advice, we partner with other firms to give you a comprehensive financial plan viewed from multiple perspectives.

  • Attorneys
  • CPAs and Enrolled Agents
  • Insurance Brokerages

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