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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)

10 advisors near 51442

Out of 400,000+ nationwide

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Neal M

Series 66

Denison, IA

Thrivent Investment Management

Neal Meseck is a financial advisor with Thrivent Investment Management in Denison, IA, holding a Series 66 designation and over 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Neal owns a farm where he manages alfalfa crops, raises Tibetan yaks for meat and fiber, serves as vice president of the Audubon County Iowa Fair Board, and is a council member of the Exira Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics through a network of advisors. The firm emphasizes holistic, goal-based analyses and keeps planning services separate from portfolio management, focusing on ongoing advice without discretionary trading authority.

Business ownership considerations
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Carolyn S

Series 63, Series 66

Denison, IA

Wells Fargo Clearing

Carolyn Starkweather is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Apotheca Inc from 2012 to 2016. Outside of her advisory role, she serves as a brand ambassador for Red Aspen, a company selling beauty products. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options in its investment menus and acts as an ERISA fiduciary when providing investment advice.

Retired Founder/Business Owner
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Gregory G

Series 63, Series 66

Denison, IA

Edward Jones

Gregory Gallup is a financial advisor with Edward Jones in Denison, IA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, 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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Jenette M

Series 66

Dunlap, IA

Edward Jones

Jenette Martens is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, she worked at Scentsy and Bank of the West. Outside of her advisory role, she is involved in agricultural operations through ownership of Martens Farm and has consulting experience with Scentsy. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large 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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Greg H

Series 66

Denison, IA

Edward Jones

Greg Hansman is a financial advisor at Edward Jones in Denison, Iowa, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

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

CFP®, Series 66

Denison, IA

Edward Jones

Joseph Ferguson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Denison, Iowa. Aside from his advisory role, he has rental income from SFAM, LLC. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

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

Series 63

Denison, IA

Ameriprise

Mark Gray is a financial advisor with Ameriprise in Denison, Iowa, holding a Series 63 designation and over 40 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1985 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Gray serves as Treasurer on the Board of Directors for Gideons International, Commander of the VFW Ninus L. Hunt Post 2504, and Chairman of the Eventide Lutheran Home for the Aged. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that employs research, modeling, and tax-efficiency analysis to support client recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jon S

Series 66

Denison, IA

Ameriprise

Jon Schuttinga is a financial advisor with Ameriprise in Denison, Iowa, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and has been with Ameriprise since 2020. Outside of advising, Schuttinga serves as Vice President of the Sauk Rail Trail Association and Chairperson of the Board of Trustees for Crawford Memorial Hospital. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Emma H

Series 66

Denison, IA

Edward Jones

Emma Hamilton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior career includes roles at Smith & Nephew, Ideal Image, Supplemental Healthcare, and several healthcare and retail organizations. She is also involved in a real estate venture through Macland Mae LLC, which she co-owns with her husband. 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 manages approximately $1.01 trillion in assets and supports its nationwide network of over 23,700 financial advisors.

Business ownership considerations Wealth management Founder/Business Owner Doctor or Medical Professional Real Estate Professional
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Craig D

Series 66

Denison, IA

Thrivent Investment Management

Craig Dozark is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as a County Supervisor and operates a cow/calf cattle operation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics, with an option to combine planning with managed-account services under a consolidated billing approach.

Business ownership considerations
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