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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)

7 advisors near 60957

Out of 400,000+ nationwide

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Tiffany G

Series 66

Rantoul, IL

Edward Jones

Tiffany Graham is a financial advisor with Edward Jones in Rantoul, IL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she spent five years at Servion, Inc and has periods focused on homemaking. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large 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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Tara B

Series 66

Rantoul, IL

Edward Jones

Tara Busboom is a financial advisor at Edward Jones with a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones, she worked at Busey Bank and Dressbarn. She is also involved with Central Illinois Charcuterie, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large 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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Charles C

Series 63, Series 65

Armstrong, IL

Mass Mutual Investors Services

Charles Cook is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, having worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1994, and joined Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in raising and showing beef cattle. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative annual planning relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Ryan G

CFP®, Series 63, Series 66

Rantoul, IL

Edward Jones

Ryan Guynn is a CFP® professional with 12 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with Serra Capital, a venture capital business based in Champaign, IL. 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 broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Jeffrey B

CFP®, Series 63, Series 66

Rantoul, IL

Edward Jones

Jeffrey Banister is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a limited partner in a private venture capital fund and owns recreational property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a national network of advisors and branch offices.

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

CFP®, Series 66

Rantoul, IL

Edward Jones

Justin Little is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he spent fourteen years at Allergan Pharmaceuticals. He is involved as a limited partner in multiple venture capital funds based in Champaign, Illinois. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Paxton, IL

Edward Jones

Austin Curtis is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Curtis serves on the Finance Committee and church council at the First United Methodist Church in Paxton, IL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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