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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)

5 advisors near 81625

Out of 400,000+ nationwide

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Nicholas C

Series 66

Craig, CO

Edward Jones

Nicholas Clossman 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 2018. Prior to this, he served in the Air Force from 2014 to 2017. He is also involved with Onix Defensive, a role he has held since 2017. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 66

Craig, CO

RBC Capital Markets

Nicole Bailey is a CFP® designated financial advisor with RBC Capital Markets, where she has worked since 2018. She has seven years of industry experience, including prior roles at Associa and Hammersmith Management, LLC. Bailey serves as a committee member for the Community Associations Institute Colorado Legislative Action Committee and is a director and treasurer on the board of the Lower Downtown Neighborhood Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides financial planning and portfolio management services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management and responsible investing.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Kevin P

Series 66

Craig, CO

Edward Jones

Kevin Peck is a financial advisor with Edward Jones in Craig, Colorado, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. He is also a shareholder in Yampa Valley Bank. 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 and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by extensive affiliated capabilities beyond traditional advisory services.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Justin K

Series 63, Series 65, Series 66

Craig, CO

LPL Financial

Justin Kawcak is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 13 years of industry experience. Prior to joining LPL in 2019, he worked at FBL Marketing Services and Mountain West Farm Bureau. He is also a public notary for the state of Colorado. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Bryan L

Series 63, Series 66

Craig, CO

Edward Jones

Bryan Ludgate is a financial advisor at Edward Jones with 22 years of industry experience. He has maintained his role at Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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