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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)

15 advisors near 61911

Out of 400,000+ nationwide

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John F

CFP®, ChFC®, Series 63, Series 65

Bethany, IL

Cetera

John Foley is a financial advisor at Cetera with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at multiple firms including Cetera Wealth Services, IPI Wealth Management, and Investment Planners Inc. Foley is also co-owner of Central Illinois Group LLC dba LifeWise Wealth Advisors and serves as an insurance agent selling life, disability, annuities, and long-term care products. Additionally, he has served as a trustee for family trusts and held a township government trustee position. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Jeffrey J

Series 63, Series 65

Arcola, IL

OSAIC

Jeffrey Jacobson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and Securities America. Outside of advisory work, he serves as a board member of the Cottleville-Weldon Spring Chamber of Commerce and owns a tax preparation service that assists clients during tax season. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm employs a range of investment strategies supported by advanced portfolio management tools and offers access to multiple custodial platforms along with institutional and alternative investment solutions.

Annuities Founder/Business Owner Executive Retired
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Jessica H

Series 66

Tuscola, IL

Edward Jones

Jessica Hanner is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She worked previously for Tuscola Community Unit School District #301 from 2015 to 2021 before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

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

Series 63, Series 66

Arcola, IL

Cambridge Investment Research Advisors

John Bennett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2016 and previously worked at Transamerica Financial Advisors. Outside of his advisory role, Bennett owns Boyer and Sappenfield Investment Advisors and is involved in tax planning and independent insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory, with investment advice delivered at the advisor level using various platforms and strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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John V

Series 63, Series 65

Bethany, IL

Cetera

John Vanderburgh is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Cetera and its affiliated networks since 2020 and has a background that includes owning and managing accounting, payroll, and tax preparation services through Vanderburgh Financial Services, LLC. Outside of finance, Vanderburgh serves as treasurer for the Okaw Valley CUSD #302 school district and is involved in agricultural production on his family farm, as well as managing a local restaurant, The Bethany Diner Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Andrew M

Series 66

Bethany, IL

Cetera

Andrew Mcdowell is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at multiple firms including Cetera Wealth Services, LLC and Central Illinois Group LLC dba LifeWise Wealth Advisors. Outside of advisory work, he is also an insurance agent involved in selling life, disability, and annuity products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by a variety of investment programs and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Lisa B

CFP®, Series 63

Arcola, IL

Cambridge Investment Research Advisors

Lisa Boyer is a CFP® professional with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. Prior to this, she worked for Transamerica Financial Advisors, Inc. for 25 years and has been involved with Boyer & Sappenfield Investment Advisors since 1983. She serves on the boards of MacMurray College and Parkland College Foundation and is active in local community roles including coaching girls basketball and participating in the Arcola Economic Development Committee. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jamie S

CFP®, Series 66

Sullivan, IL

Edward Jones

Jamie Shoot is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has been with Edward Jones since 2014. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Divorce financial planning Retired Founder/Business Owner Executive
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Troy R

CFP®, Series 66

Sullivan, IL

Edward Jones

Troy Rogers is a CFP® and holds a Series 66 license with Edward Jones, where he has been an advisor since 2021. He has four years of industry experience, including prior roles at Whitney Roofing Inc and over two decades with CUSD#300. Outside of his advisory work, Troy serves as a volunteer fireman with the Sullivan Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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John K

Series 66

Bethany, IL

Cetera

John Kennedy is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously held roles at Investment Planners, Inc., IPI Wealth Management, Inc., and Sherwin Williams. Kennedy is also a registered representative of Central Illinois Group LLC dba LifeWise Wealth Advisors, where he is involved in financial services, and he maintains a minor role as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by multiple program structures and a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Ryan K

CFP®, ChFC®, Series 66

Arthur, IL

Edward Jones

Ryan Kleiss is a financial advisor with Edward Jones in Arthur, Illinois, holding CFP®, ChFC®, and Series 66 designations and having 18 years of industry experience. He has been with Edward Jones since 2016. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Family Business Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional
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Stan B

Series 66

Arcola, IL

Cambridge Investment Research Advisors

Stan Boyer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously at Transamerica Financial Advisors, Inc. from 2009 to 2016. Boyer also serves on the board of the Arcola Museum. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Connor K

Series 66

Sullivan, IL

Edward Jones

Connor Klingele is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Syngenta for five years and at Southern Illinois College of Agriculture for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Caleb S

Series 66

Bethany, IL

Cetera

Caleb Smoes is a financial advisor at Cetera with 13 years of industry experience and holds the Series 66 designation. He has worked at several firms, including IPI Wealth Management and Investment Planners Inc., and currently co-owns Central Illinois Group LLC, doing business as LifeWise Wealth Advisors. In addition to his advisory role, he is involved in tax and accounting business administration through CIG Tax Advisors LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Cory K

CFP®, Series 66

Tuscola, IL

Edward Jones

Cory Kleiss is a CFP® and Series 66-registered financial advisor with Edward Jones in Tuscola, IL, bringing 19 years of industry experience. He has been with Edward Jones since 2006. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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