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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)

9 advisors near 61520

Out of 400,000+ nationwide

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Dennis F

CFP®, ChFC®, Series 63, Series 65

Hanna City, IL

Fulkerson Financial Services, LLC

Dennis Fulkerson is a CFP® and ChFC® with 24 years of industry experience. He is currently with Creekmur Asset Management, LLC and has prior experience at Fulkerson Financial Services, LLC and RSM US, LLC. In addition to his advisory role, he is involved in insurance sales and services. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, offering tiered planning services and a wrap-fee program. The firm’s investment process integrates quantitative portfolio construction, third-party research, and risk profiling tools, with portfolios that may include a range of institutional and alternative investment options.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Wealth management Annuities
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Dwight P

CFP®, Series 63, Series 65

Canton, IL

LaSalle St. Investment Advisors, L.L.C.

Dwight Pigg Jr. is a CFP® with 27 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2013. He also holds a leadership role as President of the Trust and Retail Department at Ipava State Bank. Outside of his advisory work, he is involved in managing agricultural and commercial real estate through Red Brick Capital, LLC. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs both discretionary and non-discretionary strategies using a range of investment vehicles and is notable for its predominance of non-discretionary assets and arrangements with third-party managers and wrap-fee platforms.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Rusty M

Series 66

Canton, IL

Edward Jones

Rusty Melhouse is a financial advisor at Edward Jones in Canton, Illinois, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Farmington, IL

Edward Jones

Maggie Connell is a financial advisor with Edward Jones in Farmington, IL, holding a Series 66 designation and five years of industry experience. She has worked at Edward Jones since 2020 and previously held positions at Whiskey Dixies, Illinois State University, and Bank of Farmington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Christopher P

Series 63, Series 65

Canton, IL

Thrivent Investment Management

Christopher Piper is a financial advisor with Thrivent Investment Management in Canton, Illinois. He holds Series 63 and Series 65 registrations and has two years of industry experience. Prior to joining Thrivent, he spent several years with Canton 66. Outside of his advisory role, Piper serves as a member of the Elder Board at Canton Evangelical Church, where he participates in planning and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based, holistic analyses and supports combining planning with managed-account programs while maintaining separation between these services.

Business ownership considerations
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Sarah K

Series 66

Canton, IL

LPL Financial

Sarah Keefer is a financial advisor with LPL Financial in Canton, Illinois, holding a Series 66 license and 16 years of industry experience. She has been with LPL Financial since 2014 and previously worked at the Bank of Farmington from 2013 to 2019. 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 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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Gregory G

Series 66

Canton, IL

Edward Jones

Gregory Glomb is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Based in Canton, IL, he provides advisory services through a large network affiliated with one of the industry’s leading firms. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Canton, IL

Edward Jones

Tyler Ludlum is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to that, he worked at Carlrob Venture Group, AutoZone, Southern Illinois University Edwardsville, and Carrollton Properties. Outside of his advisory role, Ludlum serves as treasurer for the Canton Elks Lodge #626 and is an assistant football coach for the Canton Union School District #66. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 63, Series 65

Cuba, IL

Equitable Advisors

Terry Anderson is a financial advisor at Equitable Advisors with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, having previously worked at Axa Advisors. 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 a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor 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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