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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 65453

Out of 400,000+ nationwide

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Mitchell K

Series 66

Sullivan, MO

Mitchell Kramer Advisors LLC

Mitchell Kramer is the principal of Mitchell Kramer Advisors LLC and holds a Series 66 license with three years of industry experience. Before founding his firm, he worked at Stifel for four years and has a diverse background including roles in insurance and construction. Outside of finance, he is involved in equine and rodeo announcing through his ownership of Showcase Elite Equine LLC and serves as president of the Cowboy Mounted Shooting Association. Mitchell Kramer Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, primarily recommending blue-chip equities, and offers both discretionary and non-discretionary management alongside hourly financial planning options.

Options & derivatives strategies Active portfolio management Annuities
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David I

ChFC®, Series 63, Series 65

Sullivan, MO

Empower Advisory Group

David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Cetera and Paramount Financial LLC. Outside of finance, he co-owns Cherie Irwin Photography, LLC, a graphic and web design business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Donald G

CFP®, Series 66

Sullivan, MO

Edward Jones

Donald Greenwalt Jr. Jr. is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Wallis Oil Company, Inc. from 2010 to 2018. He is also involved as a capital investor and labor participant in crop farming through Rum Farms, LLC. 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 strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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

Series 63, Series 65

Sullivan, MO

Edward Jones

Hannah Meeks is a financial advisor at Edward Jones with nine years of industry experience. She previously worked at Merrill Lynch/Bank of America and Primerica Financial Services. Meeks holds Series 63 and Series 65 designations and is based in Sullivan, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

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

Series 66

Cuba, MO

Edward Jones

Abigail Garms is a Series 66 licensed financial advisor with Edward Jones, based in Cuba, MO, with seven years of industry experience. She previously worked at Stifel from 2016 to 2020 before joining Edward Jones in 2020. 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 across a broad network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and alternative investments.

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

Series 63, Series 66

Sullivan, MO

Edward Jones

Jennifer Aven is a financial advisor with Edward Jones in Sullivan, MO, holding Series 63 and Series 66 licenses and 31 years of industry experience. She has been with Edward Jones since 1994. Aven serves on the MoBap Hospital Board and the Mo Baptist Hospital Foundation Board in Sullivan, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, 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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Laurie R

Series 63, Series 66

Bourbon, MO

Wells Fargo Clearing

Laurie Rose is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Jacob H

Series 66

Saint James, MO

Edward Jones

Jacob Harlan is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held positions at C M Archer, Cetera, Cetera Investment Services LLC, Maries County Bank, and Missouri University of Science and Technology. Outside of his advisory role, he serves as a board member at Power of Hope Equestrian Center in Steelville, MO. 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 with a network of over 23,700 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

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

Series 66

Cuba, MO

Raymond James Financial

Samantha Hutto is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors Inc., Peoples Bank, and Steelville Schools. She is also an associate at Peoples Financial Services, a wholly owned subsidiary of Peoples Bank, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Mary T

Series 63, Series 65

Sullivan, MO

Raymond James Financial

Mary Tayloe is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with North Shore Capital Management since 2014 and has been associated with Raymond James Financial Services Advisors Inc. since 2009. Outside of her advisory roles, she has served as an independent contractor financial advisor with GPS Capital Management and North Shore Capital Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a distinctive emphasis on advisory services conducted largely on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Lindsey L

Series 66

Sullivan, MO

Edward Jones

Lindsey Lawrence is a financial advisor with Edward Jones in Sullivan, MO, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, Lindsey worked in sales at Vector Marketing and has experience with Cutco Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Cuba, MO

Raymond James Financial

Joshua Goodridge is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He has been associated with Raymond James in various capacities since 2011. Outside of his advisory role, he is a silent partner in The Public House Brewing Company LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a focus on tailored financial plans developed through risk profiling and asset-allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jason M

Series 63, Series 66

Cuba, MO

Edward Jones

Jason Mehl is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 28 years of industry experience. He has been with Edward Jones and related entities since 1988. Outside of advising, he maintains a rental property in Cuba, MO. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Founder/Business Owner
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Jacob S

CFP®, Series 66

Saint James, MO

Edward Jones

Jacob Shockley is a CFP®-certified financial advisor with Edward Jones in Saint James, MO, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at AT&T and Republic Ford and Lincoln. Outside of his advisory role, Jacob and his wife manage a cattle farm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its advisory services with a large nationwide network of advisors and branch offices, operating under a fiduciary standard.

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

Series 63, Series 66

Sullivan, MO

Cetera

Brett Strauser is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including ExodusPoint Capital Management, Citadel Global Equities, and Trenchant Capital Management. Strauser is based in Sullivan, Missouri. Cetera Investment Advisers serves 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 broad 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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