Direct booking

firm logo

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)

4 advisors near New York, NY

Based on your filters

user avatar
firm logo

Daniel B

Series 66

New York, NY

Ashton Thomas Private Wealth

Daniel Bauers is a financial advisor at Ashton Thomas Private Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. Daniel is based in New York, NY. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and proprietary platforms.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Theodore M

Series 63, Series 66

New York, NY

Ashton Thomas Private Wealth

Theodore Mcdonagh is a financial advisor with Ashton Thomas Private Wealth in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Raymond James & Associates and Deutsche Bank Securities Inc. He serves on the Board of Trustees at Seton Hall Prep. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, employing a range of investment strategies and platforms.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Justine K

Series 66

New York, NY

Ashton Thomas Private Wealth

Justine Kinaj is a financial advisor at Ashton Thomas Securities, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. before joining Ashton Thomas in 2024. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion across about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment vehicles and third-party models tailored to client profiles.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Mourad T

Series 66

New York, NY

Ashton Thomas Private Wealth

Mourad Tossounian is a financial advisor at Ashton Thomas Private Wealth with over six years of experience in the industry. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Inc and MT Capital. Outside of finance, he was involved with Carnival Bounce Rentals from 2017 to 2021. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and the Amplify Platform for support and access to program managers.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.