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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)

10 advisors near 88101

Out of 400,000+ nationwide

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Marissa L

Series 66

Clovis, NM

Edward Jones

Marissa Lucas is a financial advisor with Edward Jones in Clovis, NM, holding a Series 66 designation and three years of industry experience. She previously worked at American Heritage Bank and has held various roles at Texas Tech University and in the service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Multi-generational wealth transfer Military & Veterans Intergenerational Families
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Earl T

Series 63, Series 66

Clovis, NM

Edward Jones

Earl Turvaville is a financial advisor with Edward Jones in Clovis, NM, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as a board member and secretary of Lighthouse Mission, Inc., a local rescue mission serving the homeless. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary 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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Mason O

Series 66

Clovis, NM

LPL Financial

Mason Odom is a financial advisor with LPL Financial in Clayton, NM, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and has been associated with The Bank of Clovis since 2014. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management 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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Alan K

Series 66

Clovis, NM

Edward Jones

Alan Kinlund is a financial advisor at Edward Jones in Clovis, NM, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member at Eastern New Mexico University and is involved in real estate development through a partnership coordinating the building of duplexes. 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 across the country.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Jason H

Series 66

Clovis, NM

LPL Financial

Jason Hennessy is a financial advisor with LPL Financial in Clovis, NM, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management 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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Tyler L

CFP®, ChFC®, Series 66

Clovis, NM

Edward Jones

Tyler Lucas is a financial advisor with Edward Jones in Clovis, NM, holding the CFP®, ChFC®, and Series 66 credentials, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Chili's and the City of Clovis. He also serves as an adjunct professor, teaching financial planning courses remotely. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning General estate planning guidance Military & Veterans Founder/Business Owner
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Jeremiah J

Series 66

Clovis, NM

Edward Jones

Jeremiah Johnson is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he spent seven years working in educational roles at Allen High School and Van Alstyne High School. Outside of his advisory work, he is a 50% partner in Crittenden Investments LLC, a family business involved in custom home building and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a large network of advisors and branch offices nationwide.

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

Series 66

Clovis, NM

Edward Jones

Nathan Turvaville is a financial advisor at Edward Jones based in Clovis, NM. He holds a Series 66 designation and began his advisory career at Edward Jones in 2025. Prior to this, Nathan worked at The American University in Cairo and served in the United States Peace Corps. He is also a director of the Mazoho Foundation, advising the family foundation on resource allocation and donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors.

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

Series 66

Clovis, NM

Edward Jones

Deidra Coker is a financial advisor at Edward Jones in Clovis, NM, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved with the Tri-Area Baptist Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

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

Series 66

Clovis, NM

Edward Jones

Ethan Tucker is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner
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