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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)

12 advisors near 65251

Out of 400,000+ nationwide

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Timothy B

Series 63, Series 66

Fulton, MO

Smith, Moore & Co.

Timothy Borman is a financial advisor with Smith, Moore & Co., holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Cetera Investment Advisers LLC, Cetera Investment Services LLC, and The Callaway Bank. Outside of his advisory work, he is involved in farming as a non-investment business activity. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in client assets through a variety of investment strategies and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Austin T

Series 66

Fulton, MO

Smith, Moore & Co.

Austin Taylor is a financial advisor at Smith, Moore & Co. with one year of industry experience. He holds a Series 66 designation and previously worked in education at the University of Missouri-Columbia, Fulton High School, and Fulton Middle School. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
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Blaine P

Series 66

Fulton, MO

Smith, Moore & Co.

Blaine Pestle is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for Calloway Bank for ten years. Outside of advising, he is a co-owner and manager of a short-term rental property. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm uses a multi-team approach with a mix of advisor-managed accounts and third-party manager arrangements.

Business succession planning Founder/Business Owner Executive
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Daniel B

Series 66

Fulton, MO

Smith, Moore & Co.

Daniel Backer is a financial advisor at Smith, Moore & Co. with a Series 66 designation and approximately five years of experience. His prior roles include positions at Finteris Wealth Management, The Callaway Bank, and Westminister College. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm uses an open-architecture investment approach combining proprietary models, individual advisor portfolios, and outsourced managers, with services covering stocks, bonds, mutual funds, ETFs, options, and select alternative investments.

Business succession planning Founder/Business Owner Executive
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Aaron R

CFP®, Series 66

Fulton, MO

Smith, Moore & Co.

Aaron Rigdon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2021. He previously worked at Cetera and The Callaway Bank. Outside of his advisory role, Rigdon is an insurance agent based in the same office and is involved in several investment-related business activities, including managing farm and rental properties as well as property renovations. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing about $2.0 billion in client assets.

Business succession planning Founder/Business Owner Executive
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Jessica R

Series 66

Fulton, MO

wealth Enhancement Advisory Services, LLC

Jessica Rademacher is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Baird Private Wealth Management, and RBC Wealth Management. Prior to her advisory roles, she was affiliated with the University of Northwestern, St. Paul. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jacob W

Series 66

Fulton, MO

Cambridge Investment Research Advisors

Jacob Walters is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Convergence Financial, and MassMutual. Outside of his advisory role, Walters owns Walters Wealth Management LLC and is an independent insurance agent with Aligned Wealth Management. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using 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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John M

Series 66

Fulton, MO

Edward Jones

John March is a financial advisor at Edward Jones in Fulton, MO, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee 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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Jennifer B

Series 63, Series 66

Fulton, MO

Edward Jones

Jennifer Brady is a financial advisor with Edward Jones in Fulton, MO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Edward Jones since 1999. Outside of her advisory role, she is a partner in Brady March Holdings, an LLC based in Fulton. 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 network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement income strategy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Andrew M

Series 66

Fulton, MO

Edward Jones

Andrew March is a financial advisor at Edward Jones in Fulton, MO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the advisory board of St. Peter’s School in Fulton, providing guidance on school matters. 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 over $1 trillion in assets through a large network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

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

Series 63, Series 65

Fulton, MO

Cambridge Investment Research Advisors

Adam Bethel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Convergence Financial, LPL Financial, and National Planning Corporation. Outside of advising, he is an author and educator associated with "The Strong Family Formula" book and related media. 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 access to third-party sub-advisers across multiple account platforms.

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

Series 66

Fulton, MO

Cambridge Investment Research Advisors

Ashli Eaves is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at firms including Convergence Financial LLC, LPL Financial, and Northwestern Mutual. Outside of her advisory work, Eaves is an author, educator, podcaster, and speaker, and serves on multiple boards such as the Chamber of Commerce Women’s Network, Friends of the Atelier, and the CALE Impact Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and individualized strategies implemented through various custodians.

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