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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)

32 advisors near 44041

Out of 400,000+ nationwide

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Ryan W

Series 63, Series 65

Ashtabula, OH

The huntington Investment company

Ryan Wagner is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with The Huntington Investment Company since 2017, including roles within Huntington National Bank. Prior to his financial services career, he worked at HHGregg for seven years. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets and operates an open-architecture, model-driven platform that integrates third-party and proprietary investment models.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Angela B

Series 63, Series 65

Jefferson, OH

The huntington Investment company

Angela Bowman is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with The Huntington Investment Company since 2010 and previously worked at Huntington National Bank. Outside of her advisory role, she is involved in selling cosmetics as a consultant and leases horse stalls on a small farm she owns. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and utilizes an open-architecture, model-driven platform with discretionary management and specialized overlay services.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Marc H

Series 63

Austinburg, OH

OSAIC Institutions, INC.

Marc Hanneman is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc. and Andover Bank since 2009. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial solutions through a network of investment adviser representatives, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jon G

Series 63

Jefferson, OH

LPL Financial

Jon Glink is a financial advisor with LPL Financial and holds the Series 63 designation. He has 17 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Pelorus Financial Group. In addition to his advisory work, he is involved in insurance agency activities through Pelorus Financial Group and operates a non-variable insurance business. LPL Financial serves a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that includes model portfolios, third-party managers, and both advisory and brokerage solutions.

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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Ally D

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Ally Durkovic is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses. Ally has been with Equitable Advisors since 2023 and has prior experience working in educational and service roles. Equitable Advisors serves a wide range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs and platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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H R

Series 66

Madison, OH

Edward Jones

H Rocker is a Series 66 licensed financial advisor with Edward Jones in Madison, OH, and has five years of industry experience. Prior to joining Edward Jones in 2020, Rocker worked at Promotional Capital LLC from 2016 to 2020. Outside of his advisory role, he manages administrative activities as a team manager for the BU09 Gray Travel Soccer Team with the Shaker Youth Soccer Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Ashtabula, OH

Wells Fargo Advisors

James Mayer is a financial advisor with Wells Fargo Advisors in Ashtabula, Ohio, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to his current position. Outside of advisory services, he has majority ownership in several rental property ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning services. The firm offers tailored investment recommendations supported by proprietary research and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jacob F

Series 66

Ashtabula, OH

Edward Jones

Jacob Flautt is a financial advisor with Edward Jones in Ashtabula, Ohio, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in retail and waterproofing industries, including at Groundworks Companies and John V. Schultz Furniture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of investment advisory programs and affiliated financial services.

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

Series 66

Jefferson, OH

Equitable Advisors

Chad Vavpetic is a financial advisor with Equitable Advisors in Jefferson, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2006, including its prior iteration as Axa Advisors, LLC. Vavpetic serves as a board member for Junior Achievement of Mahoning Valley. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that leverages numerous third-party programs and emphasizes individualized financial planning and fiduciary services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Phillip A

Series 63, Series 66

Ashtabula, OH

Wells Fargo Advisors

Phillip Anderson is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked within the Wells Fargo organization since 2012, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current position. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored planning solutions supported by proprietary research and tools, covering areas such as retirement, education, risk, and wealth-transfer planning, with services available through both brokerage and advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Nathan S

Series 66

Jefferson, OH

LPL Financial

Nathan Smith is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisor Networks for eight years before joining LPL Financial in 2022. Outside of his advisory role, Smith is involved with NMS Investments LLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

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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Earline S

Series 63

Ashtabula, OH

Primerica Advisors

Earline Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and over 38 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of her advisory role, she serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and outsourced trading and custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David F

Series 63

Ashtabula, OH

Edward Jones

David Flautt is a financial advisor at Edward Jones in Ashtabula, Ohio, holding a Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branch offices.

Retirement income strategy General estate planning guidance General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Daniel H

CFP®, Series 63, Series 66

Ashtabula, OH

Wells Fargo Advisors

Daniel Huffman is a CFP® professional with 44 years of experience in the financial industry. He is currently with Wells Fargo Advisors and has a long tenure within the Wells Fargo organization dating back to 2009. Outside of his advisory role, he serves as a basketball official for the Ohio High School Athletic Association. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, employing a broad range of planning services and leveraging an integrated platform combining advisory and brokerage solutions.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Toni A

Series 66

Geneva, OH

Edward Jones

Toni Armeni is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63

Ashtabula, OH

Primerica Advisors

Roy Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and 27 years of industry experience. He has worked at PFS Investments Inc. since 1998 and with Primerica Financial Services since 1986. Outside of his advisory role, he serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rachel D

Series 63, Series 65

Ashtabula, OH

Wells Fargo Advisors

Rachel Dominessy is a financial advisor with Wells Fargo Advisors in Ashtabula, Ohio, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Fidelity Investments, NCA Financial Planners, Royal Alliance Associates, and Bliss Capital Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with tailored recommendations delivered through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Todd M

Series 66

Madison, OH

J.P. Morgan Securities

Todd Morgan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his financial career, he was involved with Playmaker Hockey School for 35 years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Rachel O

Series 63, Series 66

Ashtabula, OH

Edward Jones

Rachel Okorn is a financial advisor with Edward Jones in Ashtabula, Ohio, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Edward Jones since 2022 and is also involved with Ohlinger Studios. 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 nationwide network of over 23,700 financial advisors.

Retirement income strategy Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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John B

Series 66

Ashtabula, OH

Edward Jones

John Bowler is a financial advisor at Edward Jones in Ashtabula, OH, holding a Series 66 designation with six years of industry experience. He previously worked at Oak Advisors, LLC and spent five years at Kent State University. Outside of his advisory duties, Bowler serves as a basketball coach at Buckeye Local Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,700 financial advisors nationwide and reported 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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Ryan W

Series 63, Series 66

North Kingsville, OH

Edward Jones

Ryan Wilson is a financial advisor with Edward Jones in North Kingsville, OH, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He worked at KeyBank/Key Investment Services for seven years before joining Edward Jones in 2020. Outside of his advisory role, he manages a rental property in Ashtabula, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Ashtabula, OH

Wells Fargo Advisors

Ryan Richards is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with specialized planning options available for clients meeting certain net-worth criteria.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joseph Z

Series 66

Jefferson, OH

Equitable Advisors

Joseph Zappitelli is a financial advisor with Equitable Advisors in Jefferson, OH, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at Axa Advisors and A-tech. Outside of his advisory work, he is a member of Atlas Group Holdings, an LLC based in Jefferson, OH. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Anthony M

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Anthony Monda is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to his current role, he has worked in physical therapy at Broad River Rehab and Cornerstone Rehab and operates an online personal training business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Joseph M

Series 63, Series 65

Ashtabula, OH

LPL Financial

Joseph Massucci is a financial advisor with LPL Financial in Ashtabula, Ohio, holding Series 63 and Series 65 credentials. He has worked at LPL Financial and Callaway's Financial since 2026, and has prior experience at McDonald's and Aldi. He has been employed at McDonald's in two separate periods totaling approximately 19 years. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives. The firm offers a wide range of programs and investment 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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Joshua G

Series 66

Jefferson, OH

LPL Financial

Joshua Gottron is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera Advisor Networks, Northwest Bank, and US Bank, N.A. He is also a commissioned notary in Ohio. 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 large-scale advisory operations 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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James L

Series 63

Ashtabula, OH

LPL Financial

James Lebzelter is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he was involved with Calloway's Grill from 2016 to 2020. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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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Jacob Z

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Jacob Zappitelli is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked in automotive sales and was involved with Youth Opportunities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kristen F

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Kristen Futchko is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses and previously worked at G&S Development for 13 years. Outside of advising, she serves as a public notary in Geneva, Ohio, and acts as trustee and power of attorney for her parents’ affairs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers services tailored to clients’ goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Gerald G

ChFC®, Series 63

Ashtabula, OH

LPL Financial

Gerald Giangola is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. His career includes 28 years at THE O.N. Equity Sales Company, ongoing involvement with Giangola Insurance Agency since 1977, and a long tenure at The Travelers. 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 variety of investment solutions ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house Research team and a large network of investment adviser representatives.

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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Jaymes P

CFP®, Series 66

Ashtabula, OH

Edward Jones

Jaymes Pew is a CFP®-designated financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Westfield Bank and Ohio State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

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

Series 65

Ashtabula, OH

Prime Capital Financial

Debora Stranman is a financial advisor at Prime Capital Financial with 24 years of industry experience. She holds a Series 65 designation and has worked with firms including NFP Retirement, Inc., Adviseme National Advisors, Independent Financial Group LLC, and Pension Advisors. Prime Capital Financial is an enterprise firm with 255 advisors.

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