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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)

3 advisors near 57362

Out of 400,000+ nationwide

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Joann M

ChFC®, Series 63

Miler, SD

Calton & Associates, Inc.

Joann Morford is a financial advisor at Calton & Associates, Inc. with 39 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Outside of her advisory role, she serves as a director for Dakota Energy Co-operative, Inc. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both advisory and commission-based brokerage and insurance products, tailoring investment recommendations based on client goals and risk tolerance through various program structures and analytic approaches.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Scott S

Series 63, Series 65

Miller, SD

LPL Financial

Scott Schlisner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers, and ongoing involvement in his family business, Schlisner Farms. He also has a longstanding association with Dakota State University. 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 combines large-scale advisory operations with insurance and lending products.

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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Keaton N

Series 66

Miller, SD

LPL Financial

Keaton Nighbert is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Walmart, Red Horse Seed Production, One Stop, Trinity Lutheran, and Madison Middle/High School. He is also involved in a non-variable insurance business through Crump. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance and credit services.

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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