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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)

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Joseph M

CFP®, Series 63, Series 66

Middle Village, NY

Osaic Advisory Services, LLC

Joseph Messina is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. He previously worked for over two decades at American Portfolios Financial Services, Inc. In addition to his advisory work, Messina operates a sole proprietorship providing income tax preparation services and holds a CPA designation. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Annuities
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Larry H

Series 63

Brooklyn, NY

Osaic Advisory Services, LLC

Larry Hughes is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior experience includes roles at American Portfolios and Nathan & Lewis Securities, Inc. Outside of his advisory work, he is involved with Daniels Financial Services as a fixed insurance and fixed annuity specialist. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of services such as managed account programs, financial planning, and retirement plan consulting.

Annuities
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Olivia C

Series 66

New York, NY

Osaic Advisory Services, LLC

Olivia Casper is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. She holds a Series 66 designation and has worked at firms including Robert W Baird and Regions Bank. Outside of her advisory role, she is involved with Servet Wealth Management as a registered client associate. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Annuities
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Alexander M

Series 66

New York, NY

Osaic Advisory Services, LLC

Alexander Mele is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked for Arbor Point Advisors and Securities America Advisors for nine years. Mele also operates as an insurance agent, writing various insurance products including life and long-term care as part of client portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutions, offering managed account programs, financial planning, retirement consulting, and lending solutions through a representative-driven advisory model.

Annuities
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