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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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Jack B

Series 63, Series 66

Artesia, NM

Creative Financial Designs, Inc.

Jack Brannan is a financial advisor at Creative Financial Designs, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory role, he owns and manages Brannan Financial Group, a financial services and fixed insurance sales business. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Nathan S

CFP®, ChFC®, Series 63

Artesia, NM

Eagle Strategies (NY Life)

Nathan Sebesta is a CFP® and ChFC® with 10 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at Access Wealth Strategies, LLC, New York Life Insurance Company, and MWA Financial Services Inc. Outside of his advisory work, he is involved with family land and property holding entities. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jarrod M

Series 66

Artesia, NM

Kestra Advisory

Jarrod Moreau is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Lincoln Investment and Capital Analysts Inc. He serves as a city councilman for Artesia, New Mexico, and is chairman of the Artesia Special Hospital District Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a range of clients including large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Samuel H

Series 66

Artesia, NM

Edward Jones

Samuel Hagelstein is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at First American Bank for six years. Outside of his advisory role, he assists with cattle ranching operations in Roswell and Artesia, New Mexico. 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 through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment products.

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

Series 63, Series 65

Artesia, NM

Primerica Advisors

Robert Wachter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017. Prior to that, he worked at Central Valley Electric Coop., Inc. from 2012 to 2018 and was involved with the Artesia Chamber of Commerce for four years. In addition to his advisory role, he participates in sales of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, featuring model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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