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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)

11 advisors near 99006

Out of 400,000+ nationwide

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James J

ChFC®, Series 66

Colbert, WA

Sound Advisory Services Inc.

James Johnson is a ChFC® and Series 66-registered financial advisor with 22 years of industry experience. He has been operating Sound Investment Strategies, Inc. since 2007 and is also licensed as an insurance agent. Sound Advisory Services Inc. provides investment advice primarily to individual clients by facilitating discretionary portfolio management through a third-party registered investment adviser, Gradient Investments. The firm focuses on client education, investment process oversight, and ongoing non-discretionary support without directly managing or custodying client assets.

Active portfolio management
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Gerald T

Series 66

Colbert, WA

Madison Avenue Securities, LLC

Gerald Twenge is a financial advisor at Madison Avenue Securities, LLC with one year of industry experience. He holds a Series 66 designation and has worked concurrently at Riverside Financial LLC and Madison Avenue Securities since 2023. Outside of finance, he owns a drone photography business and is involved with Estate Gurus, providing clients guidance on trusts. Madison Avenue Securities serves a diverse client base including individuals, charitable institutions, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory services and multiple account platforms, employing various analytical and allocation strategies.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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Timothy S

Series 63, Series 66

Nine Mile Falls, WA

Raymond James Financial

Timothy Shilanski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services, Inc. since 2002. Prior to that, he was involved in non-variable insurance from 2012 to 2017. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using asset allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Phillip F

Series 63, Series 66

Nine Mile Falls, WA

Raymond James Financial

Phillip Faubert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Raymond James in 2026, he spent 12 years with Commonwealth Financial Network. Faubert is also the founder and president of Pacific Wealth Partners, a support company incorporated as an S-Corp in Wyoming. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, employing a range of implementation options and leveraging extensive affiliate resources to support municipal and institutional clients.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Ryan M

Series 66

Deer Park, WA

Edward Jones

Ryan Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Inheritance planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Douglas L

Series 63, Series 66

Deer Park, WA

LPL Financial

Douglas Lilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and an earlier tenure at LPL Financial. Outside of his advisory work, he owns a plant nursery business in Washington. 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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Dennis E

Series 66

Mead, WA

Edward Jones

Dennis Elrod Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at UPD8TD.COM and Spokane Turbine Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Multi-generational wealth transfer Military & Veterans Founder/Business Owner Intergenerational Families
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Jael S

Series 66

Deer Park, WA

LPL Financial

Jael Stebbins is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, Jael worked at Packard Wheeler Succession and held roles in Spokane County Building and Planning as well as Cardon Outreach/MedData Inc. 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 broad 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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Caleb L

Series 66

Deer Park, WA

LPL Financial

Caleb Lilly is a financial advisor with LPL Financial in Deer Park, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2013, with a five-year period at Ameriprise Financial Services Inc between 2018 and 2023. 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 solutions supported by an in-house Research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

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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Connor J

Series 66

Deer Park, WA

LPL Financial

Connor Jones is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked in various service and hospitality positions, including at Phikun's Thai Cuisine and No-Li Brewhouse. He is also the owner of Connor Jones Tax Services LLC, providing tax preparation and accounting services. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides diverse 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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Caleb S

Series 66

Deer Park, WA

LPL Financial

Caleb Stapp is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the City of Deer Park. Outside of his advisory role, he has been involved with the Deer Park Gazette and Deer Park Tribune. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

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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