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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)

14 advisors near 62454

Out of 400,000+ nationwide

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Ryan K

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Ryan Keen is a financial advisor at Prairie Rivers Investments, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Prairie Rivers Investments since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of his advisory work, Keen operates a hobby farm and a woodworking shop, taking selective jobs for furniture and household items. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as institutions such as endowments and charitable organizations. The firm employs a goals-based, long-term buy-and-hold investment approach and offers specialized services including discretionary management, third-party manager selection, and tiered service levels that include family office and trust consulting.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Patrick K

Series 63, Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Patrick Keen is a financial advisor at Prairie Rivers Investments, LLC with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prairie Rivers since 2017, with prior roles at Securities America, Inc. and SSN Advisory Inc. Outside of advisory work, he is also involved in insurance-related activities including life, fixed and indexed annuities, and long-term care. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a goals-based, long-term buy-and-hold investment approach, incorporating institutional mutual funds, ETFs, individual securities, and third-party manager selection, and offers tiered service levels including family office and trust consulting.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Kyle D

Series 66

Robinson, IL

Prairie Rivers Investments, LLC

Kyle Dishong is a financial advisor at Prairie Rivers Investments, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc. and SSN Advisory Inc. Dishong serves on the board of directors and as treasurer for the Crawford County Leadership Alliance, a nonprofit organization focused on community leadership development. Prairie Rivers Investments provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and institutions such as endowments and retirement plans. The firm employs a long-term, goals-based investment approach with discretionary and non-discretionary management, incorporating mutual funds, ETFs, individual securities, and third-party manager selections.

Charitable giving & philanthropy Long-term care insurance General retirement planning Tax-loss harvesting Founder/Business Owner Retired Executive
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Trent B

Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Trent Bierman is a financial advisor at KCPAG Financial Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regions Bank, Fifth Third Securities, and Fifth Third Bank. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm combines fundamental analysis with access to institutional model portfolios and third-party programs, offering customized investment solutions and quarterly account reviews.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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William T

Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

William Thomas is a financial advisor with KCPAG Financial Advisors LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Securities America, Inc., Kemper Capital Management, and Casey State Bank. He is also associated with KCPAG Insurance Services LLC. KCPAG Financial Advisors LLC offers personalized financial planning, discretionary asset management, and retirement plan consulting for individuals and various institutional clients. The firm utilizes a combination of fundamental analysis, trading strategies, and access to institutional model portfolios through multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kelly C

Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Kelly Crumrin is a financial advisor at KCPAG Financial Advisors LLC with six years of industry experience. She holds a Series 65 designation and has worked at KCPAG since 2019. Prior to that, she was with Kemper Capital Management starting in 2018 and Kemper CPA Group from 2016 to 2018. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, retirement plan consulting, and referrals to third-party money managers. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients, combining fundamental analysis and a range of institutional model portfolios to develop individualized investment programs.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Thomas M

CFP®, Series 63, Series 65

Robinson, IL

KCPAG Financial Advisors LLC

Thomas Moore is a CFP® professional with 31 years of experience in the financial industry. He is affiliated with KCPAG Financial Advisors LLC and has worked at several related firms, including Securities America Inc. and Kemper Capital Management LLC. Moore is also involved with Kemper CPA Group LLC, where he has worked since 1987. KCPAG Financial Advisors LLC provides personalized financial planning, discretionary asset management, and retirement plan consulting for individuals, trusts, charitable organizations, and business clients. The firm utilizes a combination of fundamental analysis, trading strategies, and institutional model portfolios, offering services through multiple advisory programs and third-party platforms.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Stephen T

Series 63, Series 66

Robinson, IL

Nfsg Corporation

Stephen Tracy is a financial advisor with NFSG Corporation in Robinson, IL, holding Series 63 and Series 66 designations and 22 years of industry experience. His prior work includes roles at NewBridge Securities Corporation, Cabot Lodge Securities LLC, IFS Securities, and Edward Jones. He is also licensed as an insurance agent. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and customized portfolios using a variety of investment strategies and third-party managers.

Wealth management
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Jason S

Series 63, Series 65

Robinson, IL

Cetera

Jason Sutfin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera since 2014 and has been associated with First Robinson Savings Bank since 1999. Outside of his advisory role, he serves on the City of Robinson Police & Fire Committee and is a board member of the Robinson Parks Foundation. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies with notable retirement and trust capabilities.

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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Bryce F

CFP®, Series 63, Series 66

Robinson, IL

Edward Jones

Bryce Fitch is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2014. He has 14 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a trustee for the Village of Greenup in Illinois. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management Retired
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Sarah B

Series 66

Robinson, IL

Edward Jones

Sarah Baker is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017, following two years at Farm Credit Mid-America. Outside of her advisory role, she is a part owner of Baker Show Lambs, a livestock operation in Indiana. 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 under management and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Women Professionals
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Stewart S

CFP®, Series 63

Robinson, IL

LPL Financial

Stewart Schutte is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Advisors' Pride Inc., Investment Centers of America, Inc., and First National Bank in Olney. Outside of his advisory work, he owns and operates a billboard advertising business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides both strategic and tactical investment options.

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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Roy C

Series 66

Robinson, IL

Edward Jones

Roy Clapp is a Series 66 credentialed financial advisor with Edward Jones in Robinson, Illinois, and has two years of industry experience. Prior to joining Edward Jones, he worked at ROE #12 and Cumberland CUSD #77. Outside of his advisory role, he is involved in building ownership and management through his business, FC Legacy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Military & Veterans Educators, Teachers, and Academics Founder/Business Owner
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Anthony P

Series 66

Robinson, IL

Cetera

Anthony Pleasant is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has been with Cetera since 2021 and also serves as a trust officer at First Robinson Savings Bank. Outside of his advisory role, Pleasant is the treasurer of Quail Creek Country Club and president of the Lincoln Trail College Foundation. Cetera serves a broad 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, combining retirement capabilities with a large trust and institutional platform.

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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