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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)

2 advisors near 84066

Out of 400,000+ nationwide

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Ryan S

Series 65

Roosevelt, UT

Commonwealth Financial Network

Ryan Snow is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and 15 years of industry experience. He has owned and operated Burdick Paving since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and customized investment solutions while providing back-office and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jake P

Series 66

Roosevelt, UT

LPL Financial

Jake Packham is a financial advisor with LPL Financial in Vernal, Utah. He holds a Series 66 designation and has experience in the financial industry beginning in 2025, with prior roles at Mountain America Credit Union and Simplify Home Loans. Outside of advising, he is involved with two business entities, PACKHAM GROUP, LLC and The Social Side Collective, LLC. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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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