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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)

9 advisors near 38342

Out of 400,000+ nationwide

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Stephen P

Series 63, Series 66

Huntingdon, TN

Kingsview Wealth Management, LLC

Stephen Priddy is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2004 to 2021 before joining Kingsview Partners in 2021. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm provides wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including its in-house portfolio group and Monarch ETFs.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Tanner S

CFP®, Series 63, Series 65

Huntingdon, TN

CX Institutional, LLC

Tanner Stepp is a CFP® professional with 11 years of industry experience, currently affiliated with CX Institutional, LLC. His prior roles include positions at LPL Financial and Clarify Wealth Management, Inc. He holds Series 63 and Series 65 licenses. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

ESG / Sustainable investing Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies
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Jeffrey P

Series 63, Series 66

Camden, TN

Edward Jones

Jeffrey Piskos is a financial advisor with Edward Jones in Camden, Tennessee, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and operates a thrift store and several seasonal Halloween-related businesses in Camden. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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

CFP®, Series 63, Series 65

Huntingdon, TN

Raymond James Financial

Michael Cary is a CFP®-certified financial advisor with Raymond James Financial, bringing 32 years of industry experience. His career includes roles at the Federal Reserve Bank of St. Louis Memphis Branch and long-term involvement with Carroll Bank & Trust, where he serves as a bank director and chairman. He is also owner of The 1822 Coffee Company LLC, a local business in Huntingdon, TN. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Brents P

Series 63, Series 66

Mckenzie, TN

Edward Jones

Brents Priestley is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of a rental property business in McKenzie, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets under management.

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

Series 66

Mc Kenzie, TN

Raymond James Financial

Bryan Merrick is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2007 and is also a partner in Flex Fitness, a business he owns but does not actively manage. Additionally, he provides business management guidance as an independent contractor for McKenzie Medical Center. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Kathryn S

Series 66

Camden, TN

Raymond James Financial

Kathryn Snyder is a Series 66-licensed financial advisor with Raymond James Financial, bringing eight years of industry experience. Her prior roles include positions at LPL Financial and UBS Financial Services. Outside of advising, she owns a daffodil farm and operates a dance instruction studio. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cody C

Series 66

Huntingdon, TN

Edward Jones

Cody Crocker is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Victra Verizon for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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

Series 66

Camden, TN

Cetera

Christopher Nunnery is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has been with Cetera Investment Advisers LLC since 2007 and Cetera Financial Specialists LLC since 2002. In addition to his advisory work, he serves as the managing partner of Nunnery, Poyner & Bohannon, PC, CPAs, a tax and accounting firm. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and multiple program structures, combining retirement and fiduciary capabilities with a broad institutional network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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