Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

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)

2 advisors near 37083

Out of 400,000+ nationwide

user avatar
firm logo

Jeffrey D

Series 66

Lafayette, TN

Hornor, Townsend & kent, LLC

Jeffrey Duncan is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including World Equity Group and Triumph Wealth Advisors. Outside of his advisory role, Duncan is an auctioneer with nearly five decades of experience, serves as chairman of the Macon County Board of Planning and Zoning, and is a board member of Masonic Homes of Kentucky. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Business succession planning Wealth management
user avatar
firm logo

Bailey S

Series 66

Lafayette, TN

Raymond James Financial

Bailey Sewell is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to his advisory career, he was employed at Sunshine Decor from 2019 to 2021. Outside of his advisory role, Sewell is an associate employee at Coffee Financial in Manchester, Tennessee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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")