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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 54216

Out of 400,000+ nationwide

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Larry B

Series 63, Series 66

Casco, WI

LNB Financial LLC

Larry Brunette is a financial advisor with LNB Financial LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has previously worked at Guardian Financial LLC, Cedar Hill Associates, Cambium Asset Management, and Lakeland College. Outside of his advisory roles, he is involved in a cash crop and land maintenance business through Brunette Country Estates. LNB Financial LLC provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $37.2 million in discretionary assets, offering tailored asset-allocation strategies and ongoing account supervision, with a notable focus on serving charitable and institutional clients.

ESG / Sustainable investing
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Thomas R

CFP®, Series 63, Series 65

Luxemburg, WI

Strive Financial Group, LLC

Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs. Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.

Wealth management General retirement planning Retirement income strategy Income planning Founder/Business Owner Retired Parents
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Shaefer O

Series 63, Series 65

Luxemburg, WI

Harbour Investments, Inc.

Shaefer Oshefsky is a financial advisor with Harbour Investments, Inc. in Luxemburg, WI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been affiliated with Oshefski Financial Services and Harbour Investments since 2009. Outside of advising, he serves as town clerk for the Town of Montpelier and is involved in timber harvesting through his ownership of Oshefsky Timber. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using various instruments and offers model-based solutions through a subscription platform.

Annuities Options & derivatives strategies
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Dana T

Series 63, Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

Dana Tupper is a financial advisor at Midwestern Securities Trading Company, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. He is also an associate at Bank of Luxemburg and serves as a clerk on the Kewaunee Public School District Board of Directors. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, utilizing a combination of fundamental and technical analysis overseen by an internal Investment Advisory Committee.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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John F

Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

John Fierst is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Jewelers Mutual Group and CSAA Insurance Group. He also serves as a financial advisor at Bank of Luxemburg. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients, offering both discretionary and non-discretionary managed accounts alongside brokerage and insurance products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Erin H

Series 66

Luxemburg, WI

Midwestern Securities Trading Company, LLC

Erin Hackbart is a financial advisor at Midwestern Securities Trading Company, LLC with Series 66 credentials and one year of industry experience. Prior to her current role, she worked at Door County Coffee for eight years and has been an independent contractor with Mary Kay since 2015. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, combining fundamental and technical analysis with third-party research, and serves a large retail client base through 41 advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Kenneth A

Series 66

Luxemburg, WI

Thrivent Investment Management

Kenneth Arendt is a financial advisor with Thrivent Investment Management in Luxemburg, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial For Lutherans since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management services separate.

Business ownership considerations
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Jesse G

Series 63, Series 65

Kewaunee, WI

Cetera

Jesse Graff is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, Graff is involved in operating a local bowling alley and owns an accounting and tax preparation business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, 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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Marguerite M

Series 63, Series 65

Kewaunee, WI

Equitable Advisors

Marguerite Mastalir is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 36 years of industry experience. She has worked at Equitable Advisors since 2005 and previously at Axa Advisors from 2005 to 2020. Outside of her advisory role, she serves as Treasurer for the Kewaunee Optimist Club. 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 a variety of third-party asset managers. The firm employs a hybrid referral and implementation model that includes both advisory and brokerage channels to deliver tailored financial solutions.

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