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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)

25 advisors near 56307

Out of 400,000+ nationwide

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Brittany W

CFP®

Cold Spring, MN

AE Wealth Management, LLC

Brittany Walter is a CFP® professional with three years of industry experience. She is currently with AE Wealth Management, LLC and has previously worked at Paradigm Wealth Management, RehabAuthority, and Ameriprise Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining models managed internally and by third parties, along with discretionary asset management and financial planning services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Alexander T

Series 66

Albany, MN

Edward Jones

Alexander Tomczik is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Series 66

Cold Spring, MN

Edward Jones

Paul Wenner is a financial advisor with Edward Jones, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, he held positions at the Carlson School of Management and various organizations including Deneen Pottery and Alta's Rustler Lodge. 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, 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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David A

PFS™, Series 66

Melrose, MN

Cetera

David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. His career includes roles at VOYA Financial Advisors and leadership at Anfinson Thompson Financial Services. Outside of advising, he serves on the boards of nonprofit organizations Carris Health LLC and Centra Care Health, and is involved in tax and accounting services through Anfinson, Thompson & Company, P.A. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, combining 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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Margo S

Series 63, Series 65

Avon, MN

OSAIC

Margo Scepaniak is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc and LPL Financial. She is the owner of Black Financial Services, Inc., a corporation involved in investment and insurance activities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio optimization tools, serving over 6,000 advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Chad M

Series 66

Cold Spring, MN

Cetera

Chad Middendorf is a financial advisor at Cetera with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at VOYA Financial Advisors and Wealthcare Financial Services. Outside of advising, he owns a tanning salon and serves on the board of a nonprofit organization focused on regional events. 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 a combination of advisor-managed accounts, 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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Brandon F

Series 66

Saint Joseph, MN

Equitable Advisors

Brandon Finnegan is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and UPS. 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 broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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

Series 63

Albany, MN

OSAIC

Robert Deters is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc for 11 years. Outside of his advisory role, he is active in insurance sales, specializing in life, health, and Medicare-related insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Jerome W

CFP®, ChFC®, Series 63

Cold Spring, MN

Edward Jones

Jerome Wenner is a financial advisor with Edward Jones in Cold Spring, MN, holding CFP®, ChFC®, and Series 63 designations, and has 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he is involved as a silent partner and director in several local commercial real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

Series 66

Holdingford, MN

LPL Financial

Janessa Sobania is a financial advisor with LPL Financial and holds a Series 66 designation. She has seven years of industry experience, including prior roles at CUNA Brokerage Services, Inc. and Magnifi Financial Credit Union. Outside of her advisory work, she is involved as a brand ambassador for retail leather goods and a brand partner in the cosmetics industry. 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 broad 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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Stephanie M

Series 66

Melrose, MN

LPL Financial

Stephanie Mayers is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2022, she worked for Cuna Brokerage Services, Inc. for ten years and has been involved with Central Minnesota Credit Union since 2002. Outside of her advisory role, she is a co-owner of a farm business in Melrose, MN. 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 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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John D

ChFC®, Series 63, Series 65

Melrose, MN

Cetera

John Dean is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 47 years of industry experience. His prior experience includes roles at Voya Financial Advisors and various Anfinson Thompson and Cetera affiliated firms. He also serves as an insurance agent, selling fixed insurance products. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

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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Beau H

Series 66

St Joseph, MN

Edward Jones

Beau Hanowski is a Series 66-registered financial advisor at Edward Jones in St. Joseph, MN, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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James S

ChFC®, Series 66

Cold Spring, MN

LPL Enterprise

James Sobania is a financial advisor with LPL Enterprise, holding the ChFC® and Series 66 designations and possessing 22 years of industry experience. He has worked at Prudential Insurance Company of America since 2003 and was previously affiliated with Pruco Securities, LLC. Outside of advisory work, he is involved with a commercial real estate investment entity. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michelle H

CFP®, Series 66

Avon, MN

OSAIC

Michelle Herickhoff is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services, Cetera Advisor Networks, CWM, LLC, and Voya Financial Advisors. Outside of her advisory work, she is a co-owner and secretary of Central MN Seeds, LLC, and serves on the board of North Fork Mutual Fire Insurance Company. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with investment processes that integrate risk-tolerance assessments, asset allocation software, and portfolio optimization tools, managing accounts with diverse investment options across multiple platforms.

Annuities Founder/Business Owner Executive Retired
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Adam T

Series 66

Saint Joseph, MN

Equitable Advisors

Adam Tate is a financial advisor with Equitable Advisors in Saint Joseph, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services based on clients’ goals, risk tolerance, and time horizon.

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

Series 66

Saint Joseph, MN

Ameriprise

Elijah Ebel is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held various roles including employment at Amazon and involvement with the Rocky River Officials Association, where he enforces baseball rules. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Benjamin B

Series 66

Cold Spring, MN

Edward Jones

Benjamin Barrett is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at PRUCO Securities, LLC, The Prudential Insurance Company of America, Advisor Group, and Woodbury Financial Services. Barrett is based in Cold Spring, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Alex S

Series 63, Series 65

Avon, MN

OSAIC

Alex Scepaniak is a financial advisor at OSAIC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk tolerance assessments and portfolio optimization tools, offering a wide range of investment options and advisory services through a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Rachel K

Series 66

Melrose, MN

LPL Financial

Rachel Kulzer is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at CUNA Brokerage Services and Central Minnesota Credit Union. Outside of her advisory role, she owns Flint, LLC, a home-based business unrelated to investment activities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse 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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Erik J

Series 66

Melrose, MN

Cetera

Erik Jensen is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at several firms including Anfinson Thompson Financial Services and Heritage Bank NA. Jensen is also an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers through various program structures.

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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Paul T

Series 66

Albany, MN

Edward Jones

Paul Tomczik is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a nationwide 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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Patrick G

Series 63, Series 66

Avon, MN

LPL Financial

Patrick Goltz is a financial advisor with LPL Financial in Avon, MN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2010 and is involved with Goltz Wealth Management, a DBA for his LPL business. Outside of advising, he has part-time employment with Atlas Staffing in the Minneapolis/St. Paul area. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a wide 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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Clint A

Series 66

Richmond, MN

Cetera

Clint Athmann is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Voya Financial Advisors, The Managed Assets Group, and Affiliated Financial and Insurance Services. Outside of advising, he is part owner of a land investment involving farming and recreational use. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, 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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Michael S

Series 63, Series 65

Albany, MN

LPL Financial

Michael Schwieters is a financial advisor with LPL Financial in Albany, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Cuna Brokerage Services, Inc. and Central Minnesota Credit Union since 2013. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

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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