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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)

11 advisors near 62812

Out of 400,000+ nationwide

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Sidney S

Series 66

Johnston City, IL

Edward Jones

Sidney Stephens is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Stephens worked at General Dynamics Ordnance and Tactical Systems and Continental Tire. Outside of advisory work, Stephens is secretary of Stephens Holdings, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Robert C

CFP®, Series 66

West Frankfort, IL

Edward Jones

Robert Cash is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in West Frankfort, IL, he holds the Series 66 designation and has been with Edward Jones throughout his advisory career. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

West Frankfort, IL

Edward Jones

Misty Jovi is a financial advisor with Edward Jones in West Frankfort, IL. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 66

Benton, IL

Edward Jones

Lindsay Yunkus Darnell is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she owns a second home where she rents out a bedroom to a student. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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

Series 63, Series 65

Johnston City, IL

Merrill

Jessica Bernhardt is a financial advisor with Merrill, holding the Series 63 and Series 65 designations and bringing 15 years of industry experience. Her prior roles include positions at Hightower Securities and various Wells Fargo entities. She is listed as part owner of 13 Hearts LLC, a limited liability company related to sales coaching, although she is not actively involved in the business. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, benefiting from integration with Bank of America affiliates and a comprehensive capital markets platform.

Tax-loss harvesting Active portfolio management Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Bradley H

Series 66

Benton, IL

Edward Jones

Bradley Hammond is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry career in 2024. His prior work experience includes roles at DoorDash, the University of Mississippi, Rend Lake Golf Complex, John A Logan College, and the Benton School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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.

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

Series 66

Benton, IL

Edward Jones

Danae Mc Daniel is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and previously worked for U.S. Bancorp Investments, Inc. for 14 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

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

Series 66

Johnston City, IL

Edward Jones

Ashton Stephens is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves as president of Stephens Holdings Inc., an S Corporation based in Johnston City, IL. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jarrod M

Series 63, Series 66

West Frankfort, IL

Edward Jones

Jarrod Meacham is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of his advisory role, he oversees a small rental LLC and manages other real estate-related businesses. 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 and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 63, Series 65

Benton, IL

Edward Jones

Robert Hammond II is a financial advisor at Edward Jones with 31 years of industry experience. He previously worked for U.S. Bancorp Investments, Inc. for 23 years before joining Edward Jones in 2024. His credentials include Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Benton, IL

Edward Jones

Troy Williams is a financial advisor at Edward Jones in Benton, Illinois, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Benjamin F. Edwards & Co., Raymond James Financial Services, and Williams Consulting Service. 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, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer Inheritance planning Military & Veterans
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