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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 52565

Out of 400,000+ nationwide

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Lane J

Series 66

Keosauqua, IA

Principal Financial Services

Lane Johnson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 11 years of industry experience. He previously worked at Cambridge Investment Research, Inc., and has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Prior to his financial services career, he was involved in custom construction for over a decade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Josh C

Series 66

Keosauqua, IA

LPL Financial

Josh Cocherell is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and First Iowa State Bank. Outside of his advisory role, he serves as an elected city councilman in Keosauqua, Iowa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of financial planning and investment management solutions 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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Philip L

Series 63, Series 66

Keosauqua, IA

Raymond James Financial

Philip Lee is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2023, following a 15-year tenure at Scottrade, Inc. and two years at Charles Schwab. 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 offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Ashley W

Series 66

Birmingham, IA

LPL Financial

Ashley Worley is a financial advisor at LPL Financial with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Cambridge Investment Research Advisors and Strategic Financial Services. Outside of her advisory work, she is involved with Revive Entertainment Complex and co-owns Grace Property Management LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a range of financial planning and 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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Jordan S

CFP®, Series 66

Hillsboro, IA

LPL Financial

Jordan Sathoff is a financial advisor at LPL Financial with 13 years of industry experience and holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of his advisory role, Sathoff owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. 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 in-house research 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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Amos S

Series 66

Keosauqua, IA

Cambridge Investment Research Advisors

Amos Stovall is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Avantax Investment Services and Riverview Financial Group. Outside of finance, he owns a construction business and a dog grooming service. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and investment strategies.

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

Series 66

Birmingham, IA

LPL Financial

Kylie Slocum is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Cambridge Investment Research. Outside of her advisory role, she is involved in family and small business ventures, including a handyman repair business and ownership of a farm in Birmingham, Iowa. 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 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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Elizabeth W

Series 66

Birmingham, IA

LPL Financial

Elizabeth Warner is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at LPL Financial since 2024 and previously spent 15 years with Cambridge Investment Research, Inc. She is based in Birmingham, Iowa. 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 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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Janice T

CFP®, PFS™, Series 63, Series 65

Keosauqua, IA

Cambridge Investment Research Advisors

Janice Towne is a CFP® and PFS™ credentialed advisor with 29 years of experience in the financial industry. She is currently affiliated with Cambridge Investment Research Advisors and has held roles with various firms including Avantax and Riverview Financial Group. Outside of her advisory work, she serves as treasurer and owner/partner of Hotel Manning Preservation Group and is a board member of the Henry County Health Center Foundation. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

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