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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)

6 advisors near 61540

Out of 400,000+ nationwide

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Mary C

Series 66

Lacon, IL

Edward Jones

Mary Chambers is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2021, she worked at Heartland Health Care Center and owns a Jazzercise fitness franchise where she coordinates group fitness classes. She also serves as a lay leader at Emma’s Lutheran Church, leading worship services quarterly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm is notable for its extensive advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Timothy E

Series 66

Chillicothe, IL

Edward Jones

Timothy Edwards is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he spent 18 years at Kemp Manufacturing Company and has served as Co-Executor for the Michael F. Edwards Estate since 2021. 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 solutions supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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

Series 63, Series 66

Dunlap, IL

Mass Mutual Investors Services

Michael Fleming is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments. He is also the owner of an LLC involved in pass-through compensation activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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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Kelly L

Series 66

Chillicothe, IL

Edward Jones

Kelly Lopotko is a financial advisor at Edward Jones in Chillicothe, IL, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following four years at Associated Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner
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Matthew K

CFP®, Series 66

Chillicothe, IL

Edward Jones

Matthew Kenady is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Aventine/Pacific Ethanol Inc. for three years. Outside of his advisory role, he is involved in a trucking company and manages farmland in Illinois. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of over 23,000 advisors. The firm 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.

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Doctor or Medical Professional
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Benjamin S

Series 63, Series 65

Lacon, IL

Edward Jones

Benjamin Schmidt is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at CliftonLarsonAllen Wealth Advisors, Country Capital Management Company, and Dicks Sporting Goods. Outside of his advisory role, he owns and manages a livestock operation called Stump Ranch Cattle Co. in Sparland, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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