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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)

6 advisors near 66523

Out of 400,000+ nationwide

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Kristi D

Series 65

Osage City, KS

American Century Investments Private Client Group, Inc.

Kristi Davenport is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 65 credential and four years of industry experience. Her prior roles include positions at Creative Planning, Inc., Waddell & Reed, and Palmer Square Capital Management, LLC. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation, diversification, and portfolio construction, with a focus on affiliated mutual funds and ETFs.

Tax-loss harvesting
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Dominick B

CFP®, Series 63

Osage City, KS

Eagle Strategies (NY Life)

Dominick Bonura is a CFP® professional affiliated with Eagle Strategies (NY Life) and has two years of industry experience. His prior work includes roles at Payne Financial Strategies, Inc., NYlife Securities LLC, and New York Life Insurance Co. He also serves as a Staff Sergeant in the United States Air Force Reserve, performing maintenance and repair duties. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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

ChFC®, Series 63

Lyndon, KS

Eagle Strategies (NY Life)

Joshua Payne is a ChFC® credentialed financial advisor with six years of industry experience, currently with Eagle Strategies (NY Life) since 2021. He has held roles at Payne Financial Strategies, Inc., NYLIFE Securities LLC, and New York Life Insurance Company, and also serves with the Manhattan Fire Department. Outside of advising, he is involved in family charitable giving through the Payne Family Foundation. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

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

Series 63, Series 66

Lyndon, KS

Eagle Strategies (NY Life)

Kevin Payne is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses, with 31 years of industry experience. He has been with Eagle Strategies since 2019 and also operates Payne Financial Strategies, Inc. Outside of his advisory work, Payne serves as a captain for the Osage County Volunteer Fire Department #5 and is a board member of the Osage Fire Department. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating within a network of over 2,000 investment adviser representatives.

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

Series 66

Osage City, KS

Edward Jones

Colton Williams is a financial advisor with Edward Jones in Osage City, KS. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Basys and Keating & Associates, and was employed by Lockton Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide 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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Robyn W

Series 63, Series 66

Osage City, KS

Edward Jones

Robyn Williams is a financial advisor with Edward Jones in Osage City, Kansas, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Edward Jones since 2001. Outside of advisory work, she is involved in owning and maintaining rental property in Osage City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

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