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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 57747

Out of 400,000+ nationwide

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Lindsay L

CFP®, Series 66

Hot Springs, SD

Edward Jones

Lindsay Luper is a CFP® and holds a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Kahler Financial Group for eleven years. Outside of her financial advisory role, Lindsay co-owns and operates a beef cattle ranch in Provo, South Dakota. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Founder/Business Owner Intergenerational Families
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Shane M

Series 66

Hot Springs, SD

Ameriprise

Shane Miller is a financial advisor at Ameriprise with 10 years of industry experience and holds the Series 66 designation. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Miller serves on the Edgemont School Board, acts as a deacon at Trinity Lutheran Church, provides flight instruction, and assists with ranching activities on the HU Ranch. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized advice through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Barbara M

Series 63

Hot Springs, SD

Ameriprise

Barbara Miller is a financial advisor at Ameriprise with 44 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in ranching with her husband and holds multiple community leadership positions, including president of Friends for Education and treasurer roles with local organizations in South Dakota. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored retirement advice.

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