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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)

3 advisors near 50846

Out of 400,000+ nationwide

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Brian E

Series 66

Greenfield, IA

Packerland Brokerage Services, Inc.

Brian Eisbach is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Packerland in 2023, he worked at Brokers International Financial Services and Broker Dealer Financial Services Corp. Eisbach is involved in his community as a committee member of the Empowering Adair County Foundation, a high school athletics coach, and a board member of the Greenfield Community Development Corporation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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John D

Series 66

Fontanelle, IA

LPL Financial

John Delaney is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera and Voya Financial Advisors, and he operates JD Financial Services & Investment Management, LLC. Outside of advisory work, he is also an independent insurance agent specializing in non-variable insurance. 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 delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through 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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James S

Series 63, Series 65

Greenfield, IA

OSAIC

James Shindelar is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 28 years. Outside of advising, he owns a general insurance business, operates a farming sole proprietorship, and works as a tax preparer. OSAIC is a large investment adviser and broker-dealer serving individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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