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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)

54 advisors near New York, NY

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Kristopher S

CFP®, Series 66

Staten Island, NY

Edward Jones

Kristopher Sykes is a CFP® with eight years of industry experience and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at AT&T for four years. Outside of his advisory work, he is co-founder of a media company called Success Fundamentals and co-owns a holding company as well as a farm, where he manages accounting operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Executive
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Cyril Y

CFP®, Series 63

Clifton, NJ

Edward Jones

Cyril Yannarelli is a CFP® professional with 32 years of industry experience, currently affiliated with Edward Jones since 1995. He serves as a commissioner for the Paterson Housing Authority and is a board member of Mustard Seed Children in Paterson, NJ, where he assists with member recruitment and fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacob D

CFA®, Series 66

Jersey City, NJ

Edward Jones

Jacob Demsey is a financial advisor with Edward Jones in Jersey City, NJ. He holds the CFA® designation and Series 66 license and has been with Edward Jones since 2022. Prior to that, he worked at Wells Fargo Bank from 2010 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Warren N

CFP®, CFA®, ChFC®, Series 66

New York, NY

Edward Jones

Warren Neaves is a financial advisor at Edward Jones in New York, NY, holding the CFP®, CFA®, ChFC®, and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Above the Line, LLC and served in the US Department of Defense for 20 years. He is also a part-time finance instructor at Syracuse University’s Martin J. Whitman School of Management. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew N

Series 63, Series 66

Clifton, NJ

Edward Jones

Matthew Nitto is a financial advisor with Edward Jones in Clifton, NJ, holding Series 63 and Series 66 licenses and having one year of industry experience. His previous roles include positions at Campbell Lutyens, Levelup HCS LLC, Jefferies, Morgan Stanley, and a four-year tenure at Kobre & Kim LLC. He also has experience as a self-employed fitness coach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gary J

CFP®, Series 66

Maplewood, NJ

Edward Jones

Gary Jones is a CFP® and Series 66 credentialed advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including two years at Jones and Jones Consulting LLC prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services with a fiduciary standard and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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Ashley L

Series 63, Series 66

Wayne, NJ

Edward Jones

Ashley Locke is a financial advisor with Edward Jones in Wayne, NJ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to his current role at Edward Jones since 2016, he worked at Morgan Stanley and Morgan Stanley Smith Barney for a combined 27 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Simone R

Series 63, Series 66

Upper Montclair, NJ

Edward Jones

Simone Richardson is a financial advisor at Edward Jones in Upper Montclair, NJ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones in 2025, she worked at Prudential Insurance Co of America and Prudential Annuities Distributors Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rolland B

Series 66

New York, NY

Edward Jones

Rolland Bravo is a financial advisor with Edward Jones in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years at Brown Distributing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Michael C

ChFC®, Series 63, Series 65

New York, NY

Edward Jones

Michael Christodoulou is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2018, he worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2008 to 2018. Outside of his advisory role, he is involved in property management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

Retirement income strategy Startup equity planning Business exit / sale strategy General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
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Dedghra C

Series 63, Series 66

Saint Albans, NY

Edward Jones

Dedghra Christie is a financial advisor at Edward Jones with eight years of industry experience. Christie holds Series 63 and Series 66 licenses and has worked previously at Prudential Annuities Distributors Inc., Rocket Mortgage, and other firms. Outside of financial services, Christie has worked as a sortation warehouse associate for Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment advisory programs. The firm manages over $1 trillion in assets through a large network of advisors and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lourdes S

Series 66

Hackensack, NJ

Edward Jones

Lourdes Siverio is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked for Dellridge Health & Rehabilitation Center and Alaris Health LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning Military & Veterans Doctor or Medical Professional Hispanic/Latino/Latinx LGBTQIA
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Rami O

CFP®, Series 63, Series 66

New York, NY

Edward Jones

Rami Odeh is a CFP® professional with seven years of industry experience, currently serving as an advisor at Corda Investment Management, LLC. His prior experience includes roles at Morgan Stanley, Fidelity Brokerage Services, and Charles Schwab. Corda Investment Management serves individual investors, high-net-worth clients, and retirement plans by providing discretionary portfolio management, pension consulting, and related services such as tax return preparation and attorney-led estate planning referrals. The firm employs a combination of fundamental, technical, and charting analysis to guide investment decisions and offers option-based strategies for concentrated equity positions while acting as a fiduciary ERISA 3(38) investment manager for retirement plans.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mohamed B

Series 63, Series 65

Maywood, NJ

Edward Jones

Mohamed Bendary is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Beacon Pointe Advisors, World Investments Inc (FFP Wealth), Citi Bank, and PGIM, as well as self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,000 financial advisors and offers additional services such as tax-efficient strategies and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dipesh M

CFP®, Series 66

Roselle Park, NJ

Edward Jones

Dipesh Mehta is a CFP® and Series 66-registered financial advisor with Edward Jones, bringing four years of industry experience. His prior roles include positions at Oppenheimer & Company and Interplay Learning. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William F

Series 66

New York, NY

Edward Jones

William Frank is a financial advisor with Edward Jones in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes nine years at IC Summits and a career gap from 2021 to 2024 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher S

CFP®, Series 66

Maywood, NJ

Edward Jones

Christopher Stern is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2016, he worked at Joonbug from 2011 to 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm offers a range of investment strategies and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Entertainment Industry
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Jeffrey S

Series 66

Wayne, NJ

Edward Jones

Jeffrey Spaldi is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Express Scripts for sixteen years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Robert H

Series 63, Series 66

Englewood Cliffs, NJ

Edward Jones

Robert Hoyng is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Financial Northeastern Securities Inc for 28 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Neil M

Series 63, Series 65

New York, NY

Edward Jones

Neil Murman is a financial advisor with Edward Jones in New York, NY, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Cetera Investment Services, Equitable Advisors, Allstate Insurance, Wealthbridge Financial Group, Prudential, and NSM & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Planning for children with special needs Business ownership considerations Dentist Attorney Technology Professional Founder/Business Owner Women Professionals
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