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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)

3 advisors near 76442

Out of 400,000+ nationwide

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Terry B

Series 63, Series 66

Comanche, TX

Edward Jones

Terry Barnes is a financial advisor with Edward Jones in Comanche, Texas, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Barnes serves as vice president and board member of the Comanche Roping Club, managing rodeo property decisions. 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, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Comanche, TX

Edward Jones

Mark Mc Cullough is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at SureGrow Ag Products and managed McCullough Cattle Co. He is a member of MT McCullough Company LLC, a farming and ranching business formed with his brother to acquire part of their family’s ranch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Bo L

Series 66

Comanche, TX

Edward Jones

Bo Lacy is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Hanner Chevrolet. Outside of his advisory role, he serves as president of Bar-Lac Ranch, an S-Corp involved in breeding and selling cattle calves. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of investment strategies and affiliated financial services.

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