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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)

7 advisors near 32426

Out of 400,000+ nationwide

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Jon F

Series 63, Series 65

Chipley, FL

Ausdal Financial Partners, Inc.

Jon Floyd is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and FSC Securities Corporation. Outside of advisory services, he is president of Piney Grove Nursery and Landscaping, a tree farm and landscaping business, and vice-president/owner of 81 South, a general store in Chipley, FL. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individual, trust, corporate, pension plan, and charitable organization clients. The firm offers a range of investment advisory programs and financial planning services, combining both advisory and brokerage/insurance activities.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Gavin T

Series 66

Chipley, FL

Primerica Advisors

Gavin Taylor is a Series 66 licensed advisor with Primerica Advisors, based in Chipley, FL, and has four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company and spent seven years with the Department of Defense, where he also worked part-time as an engineer. He is a partner in GCK Family Enterprises, LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Cameron O

Series 66

Marianna, FL

Primerica Advisors

Cameron Oliver is a financial advisor with Primerica Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities in various roles since 2018. Outside of his advisory work, Oliver operates Oliver Financial Group LLC, a separate business entity. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner
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Sarah H

Series 66

Marianna, FL

LPL Financial

Sarah Hodges is a financial advisor with LPL Financial in Marianna, Florida. She holds the Series 66 designation. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors and participants, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of investment programs and solutions while managing more than $819 billion in advisory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Lorraine W

Series 66

Chipley, FL

LPL Financial

Lorraine Walker is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and six years of industry experience. She has been with LPL Financial and Allen & Company since 2019 and previously operated Lorrie Walker Communications for 12 years. Outside of her advisory role, she owns an insurance agency under Lorrie Walker LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product sales through an affiliated agency.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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David C

Series 63, Series 66

Marianna, FL

Edward Jones

David Carrel is a financial advisor at Edward Jones in Marianna, FL, holding Series 63 and Series 66 credentials with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is a co-owner of local real estate entities connected to his office location. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Retirement income strategy Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
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Grayson S

Series 66

Marianna, FL

Edward Jones

Grayson Stewart is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he spent five years at Troy University and five years at Providence Christian School. Outside of his advisory work, Stewart offers baseball pitching lessons through his business, Stewart Baseball Performance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and provides a variety of advisory programs and investment options through a nationwide network of financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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