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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)

119 advisors near 62265

Out of 400,000+ nationwide

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Dalton P

CFP®, Series 65

O'fallon, IL

Cambridge Capital Management, LLC

Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Michael C

CFP®, Series 63, Series 65

O'fallon, IL

Clark Wealth Partners, LLC

Michael Clark is a CFP® professional with 19 years of industry experience. He is a principal at Clark Wealth Partners, LLC, where he has worked since 2016. Prior to that, he was with Visionary Wealth Advisors and Tmfs Advisors, LLC. Clark also maintains a minor role as an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, tailoring portfolios to client objectives using a combination of analytical methods and internal model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Nathaniel K

CFP®, Series 63, Series 66

O'fallon, IL

Cambridge Capital Management, LLC

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Andrew B

Series 66

O'fallon, IL

Clark Wealth Partners, LLC

Andrew Branz is a financial advisor at Clark Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Eagle Strategies LLC, The Timmermann Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, he is also an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for around 394 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management along with financial planning, using internal model portfolios and a variety of analytical methods tailored to client objectives and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Jacob M

Series 65

O'fallon, IL

Clark Wealth Partners, LLC

Jacob Mc Kinney is a financial advisor at Clark Wealth Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Armstrong Teasdale LLP, PwC, and the Air Force National Guard. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, customizing portfolios using a variety of analytical approaches and model portfolios to align with client objectives and risk tolerances.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Matthew H

CFP®, Series 66

O'fallon, IL

Cambridge Capital Management, LLC

Matthew Hawk is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Cambridge Capital Management, LLC since 2013. He holds the Series 66 designation and is based in O'Fallon, Illinois. Cambridge Capital Management is an SEC-registered advisory firm with four advisors managing approximately $457.8 million for individuals, high-net-worth investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and ERISA-focused retirement plan consulting using a combination of actively managed and passive mutual funds and ETFs, guided by fundamental and technical analysis.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Samuel H

CFP®, Series 65

O'fallon, IL

Cambridge Capital Management, LLC

Samuel Hopkins is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Capital Management, LLC since 2016. Prior to joining Cambridge, he worked at Quality Testing & Engineering and Southern Illinois University Edwardsville. Cambridge Capital Management is a four-advisor SEC-registered investment advisory firm managing approximately $457.8 million for a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of actively managed and passive funds with a focus on long-term, dollar-cost-averaging strategies.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Duane R

Series 63, Series 66

O'fallon, IL

RDA Financial network

Duane Roth is a financial advisor with RDA Financial Network in O'Fallon, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been involved with RDA Financial Network since 2007 and manages Roth Agribusiness, reflecting a longstanding connection to farming and agriculture. RDA Financial Network serves individual and high-net-worth clients through a network of independent investment adviser representatives, offering discretionary portfolio management, financial planning, and access to sub-advisor programs. The firm combines quantitative and fundamental analysis with a primarily long-term investment approach while allowing tactical adjustments within client guidelines.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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David K

Series 65

O'fallon, IL

FRA Wealth Management LLC

David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has been with FRA since 2023 and previously worked at Regions from 2011 to 2023. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm employs an integrated wealth-management approach using both passive and active managers, with services that include portfolio management, investment policy development, risk analysis, and comprehensive financial planning.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Christy H

Series 66

O'fallon, IL

FRA Wealth Management LLC

Christy Hennessey is a financial advisor at FRA Wealth Management LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2016. Outside of financial advising, she is involved in the hospitality industry as a bartender at Columbia City Saloon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach with an open-architecture model that combines passive and active managers, offering portfolio management and comprehensive planning tailored to client risk tolerance.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Joseph R

CFP®, ChFC®

O'fallon, IL

FRA Wealth Management LLC

Joseph Roosevans is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with FRA Wealth Management LLC and has served as president of Financial Resources of America, an insurance agency, since 1986. He also oversees operations at FRA Trust, LLC, a trust representative office. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach with an open-architecture model that incorporates both passive and active managers, emphasizing asset allocation, tax and estate considerations, and behavioral factors.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Timothy D

Series 65

O'fallon, IL

FRA Wealth Management LLC

Timothy Dew is a Series 65-licensed financial advisor with FRA Wealth Management LLC in O'Fallon, Illinois. He is part of a six-advisor team serving clients through the firm. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts, managing approximately $112.8 million in client assets. The firm uses an open-architecture investment approach that combines passive and active management, risk modeling, and behavioral considerations, and is affiliated with both a trust company and an insurance company.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Robert R

Series 66

O'fallon, IL

RDA Financial network

Robert Reidelberger is a financial advisor with RDA Financial Network, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Visionary Wealth Advisors, MassMutual, LPL Financial, and Bank of Springfield. Outside of financial services, he is a minority partner and investor in SourceNow LLC, a cybersecurity and IT consulting firm. RDA Financial Network serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, retirement plan fiduciary services, and access to sub-advisors and wrap fee programs. The firm combines proprietary model strategies with third-party management, employing both quantitative and fundamental analysis with a long-term investment orientation.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Robert F

Series 63, Series 65

Lebanon, IL

Markowski Investments

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Michael N

Series 66

O'fallon, IL

FRA Wealth Management LLC

Michael Nichols is a financial advisor at FRA Wealth Management LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial services career, he was employed in the hospitality industry at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm’s investment approach integrates asset allocation, tax and estate considerations, and behavioral factors, using an open-architecture model with both passive and active managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Nicholas W

Series 65

O'fallon, IL

FRA Wealth Management LLC

Nicholas Waeckerle is a financial advisor at FRA Wealth Management LLC with a Series 65 designation and seven years of experience at FRA Trust. His background includes roles outside finance, such as working with Siagon Restaurant and First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach that combines asset allocation, tax and estate considerations, and behavioral factors, employing both passive and active strategies within an open-architecture model.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Nicholas F

Series 63, Series 65

O'fallon, IL

Visionary Wealth Advisors, LLC

Nicholas Fiala is a financial advisor at Visionary Wealth Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services and TD Ameritrade. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars for a few thousand clients. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed model portfolios and options managed by independent third-party managers.

General retirement planning Wealth management Charitable giving & philanthropy Trust structures (GRAT, IDGT, revocable)
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Ian T

Series 66

Breese, IL

Midwestern Securities Trading Company, LLC

Ian Timimmermann is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company, LLC provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm supports a large retail client base through both discretionary and non-discretionary managed accounts and integrates fundamental and technical analysis in its investment approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive
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Matthew W

CFP®, Series 66

O'fallon, IL

Stifel Independent Advisors, LLC

Matthew Wischmeier is a CFP® professional with 16 years of industry experience, currently serving at Stifel Independent Advisors, LLC since 2019. His prior roles include positions at Century Securities Associates, KBW, and Stifel. He is also a notary for the State of Missouri. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services tailored through a collaborative planning process based on proprietary market assumptions and probabilistic modeling. The firm operates both advisory and brokerage businesses, providing a broad range of financial services supported by affiliated trust and banking capabilities.

General retirement planning Income planning Wealth management
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Samantha T

CFP®, Series 66

O'fallon, IL

Stifel Independent Advisors, LLC

Samantha Trankler is a CFP® with over one year of experience, currently serving as a financial advisor at Stifel Independent Advisors, LLC. She previously worked at KPMG LLP for six years and has experience in various roles at the University of Missouri - Saint Louis and Gonzalez Companies, LLC. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm employs a collaborative planning process and provides tailored asset allocation recommendations using proprietary capital market assumptions and probabilistic modeling.

General retirement planning Income planning Wealth management
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