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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)

8 advisors near 82930

Out of 400,000+ nationwide

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Bradley M

CFP®, Series 63, Series 65

Evanston, WY

ELE Advisory Services, Inc

Bradley Maples is a CFP® professional with 14 years of industry experience, currently serving as an Investment Advisor Representative at ELE Advisory Services, Inc. He has been associated with Ele Wealth Solutions, Inc and R And R Group since 2016. Outside of his advisory role, he works as a tennis instructor and serves as a substitute teacher in the Unita County School District. ELE Advisory Services is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, business owners, and charitable organizations with portfolio management, financial planning, and retirement planning seminars. The firm employs fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and offers both discretionary and non-discretionary management along with referrals to third-party money managers.

Annuities College savings (529s, UTMA, etc.)
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Alexander C

Series 63, Series 66

Evanston, WY

Empirikal Partners LLC

Alexander Corriere is a financial advisor with Empirikal Partners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation, alongside operating as a sole proprietor offering fixed life insurance and annuities. Corriere also serves as a Major Reservist in the U.S. Army. Empirikal Partners LLC is a mid-sized advisory firm that manages approximately $88 million for about 170 clients through a team of nine advisors. The firm provides discretionary portfolio management, financial planning, and retirement plan services for individuals, trusts, estates, and business entities, using a client-specific investment approach based on fundamental analysis and long-term holdings.

Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive
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William B

Series 66

Evanston, WY

OSAIC

William Barker is a Series 66-licensed financial advisor with Osaic Wealth, Inc., based in Evanston, Wyoming. He has four years of industry experience, including roles at Royal Alliance, Mountain West Business Solutions, Vivint Smart Home, and Brigham Young University. Barker collaborates with other advisors on retirement plan solutions and insurance services, and he is involved in managing his own advisory and insurance business through a personal holding company. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and nonprofits. The firm employs a structured investment approach combining risk tolerance assessments, asset allocation tools, and portfolio optimization, offering a wide range of investment options and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Summer P

Series 63, Series 65, Series 66

Evanston, WY

Ameriprise

Summer Pendleton is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory role, she supports financial advisors through her consulting firm, LFP Consulting, LLC. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Heather P

Series 66

Evanston, WY

Edward Jones

Heather Payne is a financial advisor with Edward Jones in Evanston, Wyoming. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in a skincare products business called Pomifera. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

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

CFP®, Series 66

Evanston, WY

Edward Jones

Joshua Roundy is a CFP® professional with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the Second Councilor in the Bishopric at The Church of Jesus Christ of Latter Day Saints in Evanston, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Retirement withdrawal strategies Tax strategies for small businesses Founder/Business Owner Oil & Gas
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Jason K

Series 66

Evanston, WY

Edward Jones

Jason Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon D

CFP®, Series 66

Evanston, WY

Edward Jones

Brandon Day is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Evanston, Wyoming. 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, 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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