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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)

11 advisors near 38478

Out of 400,000+ nationwide

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Jody M

Series 63, Series 65, Series 66

Pulaski, TN

Truist Advisory Services

Jody Mang is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Truist Investment Services in 2022, he worked at FedEx, CapStar Bank, State Electrical, and Fifth Third Securities. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Joshua H

Series 63, Series 65

Pulaski, TN

Eagle Strategies (NY Life)

Joshua Haney is a financial advisor with Eagle Strategies (New York Life) based in Huntsville, Alabama. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Haney operates Haney Financial Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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William M

Series 63, Series 65

Pulaski, TN

Eagle Strategies (NY Life)

William Miller is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory work, Miller serves as president of the Kiwanis Club in Pulaski, TN. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Joseph Y

Series 66

Pulaski, TN

Raymond James Financial

Joseph Yarbrough is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. He has worked at McCall & Associates since 2023 and Raymond James Financial Services, Inc. since 2022. Outside of finance, he has experience with the Shoals Symphony Orchestra and has held academic roles at Louisiana Tech University and Stetson University. 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 a range of implementation options supported by extensive affiliate resources.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Stephanie B

Series 66

Pulaski, TN

Raymond James Financial

Stephanie Busby is a financial advisor with Raymond James Financial in Pulaski, TN, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James Financial since 2010 and previously spent 14 years with First National Bank. Outside of her advisory role, she is employed as a registered sales assistant with McCall and Associates. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging extensive research and a broad affiliate network to support tailored client solutions.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Lee L

Series 66

Pulaski, TN

Edward Jones

Lee Liggett is a financial advisor with Edward Jones in Pulaski, Tennessee. He holds the Series 66 designation and has eight years of industry experience, including nine years with Edward Jones and over a decade of being self-employed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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

Series 63, Series 66

Pulaski, TN

LPL Financial

Michael Guess is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Next Financial Group Inc for 14 years. Outside of his advisory role, he is associated with Southern Heritage Financial Group, a business related to his LPL practice. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

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 H

Series 63, Series 65

Pulaski, TN

Cetera

David Hallmark is a financial professional with 17 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services and Concourse Financial Group Securities. He is also vice president of CB&S Financial Services, a financial and insurance services business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

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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Adam R

Series 63, Series 65

Pulaski, TN

Cetera

Adam Reeves is a financial professional with 20 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Shoemaker Financial, Securian Financial Services, and Minnesota Life Insurance Company. Outside of his advisory role, he is also involved as an agent and broker in fixed insurance sales. Cetera Investment Advisers serves a diverse client base including 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, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

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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Ryan D

Series 63, Series 66

Pulaski, TN

Edward Jones

Ryan Dunavant is a financial advisor with Edward Jones in Pulaski, Tennessee, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in property rentals in Lynnville, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Pulaski, TN

Edward Jones

Brandon Wells is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the food service industry, including roles at Palmer Food Service and Frito Lay. 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 operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies General retirement planning Wealth management Financial Professional
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