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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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James C

Series 63, Series 65

Broken Bow, NE

Eagle Strategies (NY Life)

James Clang is a financial advisor with Eagle Strategies (New York Life) based in Broken Bow, NE, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Eagle Strategies since 2023 and has operated Clang Financial since 2017. Outside of advisory work, he has owned and operated an insurance brokerage focused on non-registered insurance products. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than discretionary mandates.

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

Series 66

Broken Bow, NE

Edward Jones

Lindsay Cook is a Series 66-licensed financial advisor with Edward Jones in Broken Bow, Nebraska. She has one year of industry experience and previously operated as a self-employed professional for five years. Outside of her advisory role, she assists with her family's cattle and farming operations, handling tasks such as fence repair, livestock care, and managing farm-related financial activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

Series 66

Broken Bow, NE

Edward Jones

Timothy Mc Caslin is a Series 66-licensed advisor with Edward Jones, based in Broken Bow, NE, where he has worked since 2020. He has five years of industry experience and previously served in the Nebraska Army National Guard for over two decades. Outside of his advisory role, he is involved with Purcell Investment Group, a family investment club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated products through a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Broken Bow, NE

Edward Jones

Janet Loughran is a financial advisor with Edward Jones who holds Series 63 and Series 66 licenses and has 35 years of industry experience. She has been with Edward Jones since 1986. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Broken Bow, NE

Thrivent Investment Management

Scott Harvey is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, he serves as a part-time pastor and officiates local basketball games in Broken Bow, Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning without discretionary portfolio management. The firm emphasizes holistic, goal-based analyses through a network of advisors and integrates planning with managed-account services via its WealthPlan program.

Business ownership considerations
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