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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)

4 advisors near 56215

Out of 400,000+ nationwide

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Jason D

Series 66

Benson, MN

Edward Jones

Jason Dehne is a Series 66 licensed financial advisor with Edward Jones in Benson, MN, and has nine years of industry experience. His career includes roles at Edward Jones since 2016, a brief period at Aegis Investments, Inc., and prior experience at Minnwest Bank and Tree Sales and Moving Services. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

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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Nathaniel C

Series 66

Benson, MN

Edward Jones

Nathaniel Copeland is a financial advisor with Edward Jones in Benson, MN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for Superior Industries / Westmor Industries for 14 years. He also serves as an assistant football coach at Morris Area High School. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports clients through a large network of financial advisors and branch offices nationwide.

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

Series 66

Benson, MN

Edward Jones

Andrea Thomson is a financial advisor at Edward Jones with 17 years of industry experience. She has been with Edward Jones since 2008 and holds the Series 66 designation. Outside of her advisory role, she serves as a director for Agralite Electric Cooperative in Benson, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee 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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Emily R

Series 63, Series 65

Benson, MN

Primerica Advisors

Emily Radniecki is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has concurrent roles at Staples Family Dentistry and PFS Investments Inc., alongside her work with Primerica Financial Services. Her business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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