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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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Karen H

Series 65

Dyersburg, TN

Pinnacle Wealth Management, LLC

Karen House is a financial advisor at Pinnacle Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and previously worked at SRI, LLC dba SmithReed Asset Management from 2012 to 2016. Pinnacle Wealth Management is a small registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning, using both fundamental and technical analysis to implement tailored investment strategies across various asset classes.

General retirement planning Cash flow / budgeting
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Jeff R

Series 63, Series 65

Dyersburg, TN

Pinnacle Wealth Management, LLC

Jeff Rummells is a financial advisor at Pinnacle Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Wealth Management since 2016, with prior experience at SRI, LLC and Tanje Tool. Pinnacle Wealth Management is a small registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning, using a combination of fundamental and technical analysis across various asset classes, and offers tailored advice through consultations and periodic reviews.

General retirement planning Cash flow / budgeting
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Vondal D

Series 63, Series 66

Dyersburg, TN

Cornerstone Wealth Management, LLC

Vondal Davidson is a financial advisor at Cornerstone Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cornerstone and LPL Financial since 2015. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by offering asset management, financial planning, and retirement consulting. The firm employs a multi-brand operating model and uses a combination of advisor-led discretionary management, third-party portfolio managers, and algorithm-driven models to tailor investment advice to client goals.

Charitable giving & philanthropy Founder/Business Owner Retired
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James H

Series 63, Series 65

Dyersburg, TN

LPL Financial

James Hopper is a financial advisor with LPL Financial in Dyersburg, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at First Citizens National Bank and LPL Financial since 2015. Outside of his advisory role, he is involved as an agent with White & Associates/First Citizens Insurance, specializing in fixed annuities, life, and long-term care insurance. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a platform that combines advisory and brokerage services with access to insurance and annuity products.

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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Kristy M

Series 66

Dyersburg, TN

Robert Baird & Co.

Kristy Miles is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird & Co., Inc. since 2012. She is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, with strategies ranging from traditional equity and fixed-income allocations to more complex alternatives.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Christopher W

ChFC®, Series 66

Dyersburg, TN

Edward Jones

Christopher Weik is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee 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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Richard D

CFP®, Series 63

Dyersburg, TN

LPL Financial

Richard Davis is a CFP® professional with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. Prior to that, he was associated with Raymond James Financial for 12 years and maintains business activities through Davis Wealth Services and White & Associates. 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 combines large-scale advisory operations with various non-advisory product offerings.

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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Kevin S

Series 66

Dyersburg, TN

LPL Financial

Kevin Smith is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Robert W Baird & Co, JJB Hilliard Lyons LLC, and Capital Financial Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset 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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Zach S

CFP®, Series 66

Dyersburg, TN

LPL Financial

Zach Smith is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial since 2015. He also has a longstanding role at First Citizens National Bank dating back to 2010. Outside of his advisory work, Smith owns and manages a cattle farm in Dyersburg, TN. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with insurance and credit services through affiliated entities.

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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Mary R

CFP®

Dyersburg, TN

Robert Baird & Co.

Mary Ramsey is a CFP® professional with over 14 years of experience in the financial services industry. She joined Robert W. Baird & Co. in 2026 after 13 years at First Citizens National Bank. Outside of her advisory role, she is a 50% owner of Millstone Mountain Properties LLC, a residential real estate business she operates with her spouse. She is part of The DDK Group at Robert W. Baird & Co., which serves a diverse client base including individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Beau G

Series 66

Dyersburg, TN

Edward Jones

Beau Garner is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2022. Prior to his advisory role, he worked part-time at the YMCA of Dyer County performing clerical and reception duties. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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

Series 66

Dyersburg, TN

Edward Jones

John Cloar is a financial advisor with Edward Jones in Dyersburg, Tennessee, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the Dyersburg State Community College Foundation Board and manages several farming and photography ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and additional affiliated financial services.

General retirement planning Retired Founder/Business Owner Executive
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Jackie G

Series 63, Series 66

Dyersburg, TN

Edward Jones

Jackie Garner Jr. is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Outside of his advisory role, he is a partner in a retail golf business and a co-owner of a family farm in Newbern, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Dyersburg, TN

LPL Financial

Jon Mcknight is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. for nine years. He is also a commissioned notary in Dyersburg, Tennessee. 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 advisory operations with non-advisory product offerings.

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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Thomas A

Series 63, Series 66

Dyersburg, TN

LPL Financial

Thomas Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Triad Advisors, Inc. for nine years before joining LPL Financial in 2022. Anderson serves as an elected member of the Dyer County School System board. 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 delivery options supported by an in-house Research team and combines large-scale advisory operations with 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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Julia C

Series 63, Series 66

Dyerburg, TN

LPL Financial

Julia Cook is a financial advisor with LPL Financial in Jackson, TN, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her career includes roles at Simmons Bank, Simmons First Investment Group, Infinex Investments, and First South Bank. 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 delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, 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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Cole S

Series 66

Dyersburg, TN

Robert Baird & Co.

Cole Shelton is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019 and J.J.B. Hilliard W.L. Lyons, LLC since 2012. Outside of his advisory role, Shelton is a partial owner and investor in a technology manufacturing company and serves on investment committees for First Baptist Dyersburg and the Union University Foundation. Robert Baird’s DDK Group provides wealth management services to individuals, families, pensions, corporations, and institutional clients, offering tailored consulting and portfolio management through a combination of in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Timothy W

Series 63

Dyersburg, TN

Mass Mutual Investors Services

Timothy Walker is a financial advisor with Mass Mutual Investors Services in Dyersburg, TN, holding a Series 63 designation and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Metlife Securities and Metropolitan Life Insurance Company since 2001. In addition to his advisory role, he is involved in life settlements, assisting clients who choose to pursue this option with their life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning supported by firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Evan S

Series 66

Dyersburg, TN

Edward Jones

Evan Sanders is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Aflac, DOT Foods, Barnett Company, the City of Dyersburg, and Lauderdale County Schools. 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 network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retirement income strategy Retired Founder/Business Owner Executive
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John B

Series 63, Series 66

Dyerburg, TN

LPL Financial

John Bond is a financial advisor with LPL Financial in Jackson, TN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Simmons Bank, Simmons First Investment Group, infinex Investments, and First South Bank. He serves as a board member of the Bond Cemetery Trust, a nonprofit organization in Denmark, TN. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan sponsors. The firm offers a wide 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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Karen P

Series 66

Dyersburg, TN

Robert Baird & Co.

Karen Paschall is a financial advisor at Robert Baird & Co. with one year of industry experience. Prior to joining Baird in 2024, she worked at Farmers Service Inc for 15 years and has experience in bookkeeping related to a family farming business. She also serves as a trustee for the McCulloch Marital Trust. Karen is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises a range of clients including individuals, families, and institutions. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement tailored investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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