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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)

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George W

Series 65

Glen Saint Mary, FL

Inspire Advisors, LLC

George Williams is a financial advisor at Inspire Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Capital Management and WSI Financial Partners, where he remains involved as a managing member. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary screening tools and employs a range of quantitative and fundamental investment strategies, often utilizing model portfolios and affiliated ETFs.

ESG / Sustainable investing
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Matthew P

CFP®, Series 63, Series 66

Mac Clenny, FL

Edward Jones

Matthew Putney is a financial advisor with Edward Jones in Mac Clenny, FL, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including over 13 years with Edward Jones. Outside of his advisory role, Putney serves as a worship leader at Celebration Baptist Church, where he selects songs and leads the worship team during services. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a nationwide network of advisors and offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing over $1 trillion in assets.

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