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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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Ashley V

Series 63, Series 66

Saratoga, WY

Eagle Strategies (NY Life)

Ashley Vondra is a financial advisor with Eagle Strategies (NY Life) in Saratoga, Wyoming, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. She has worked with NYlife Securities LLC and New York Life Insurance Company since 2015 and is currently associated with Momentum Capital Group, LLC. Vondra serves as a board member of the Olivia Caldwell Foundation, a nonprofit organization focused on pediatric cancer research. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates 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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Will F

Series 66

Saratoga, WY

Edward Jones

Will Faust is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is a part owner of Emory River Land Company, a land management business in Knoxville, Tennessee, though he is not involved in its daily operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Randi M

Series 66

Saratoga, WY

Edward Jones

Randi Mc Cargar is a financial advisor with Edward Jones in Saratoga, Wyoming. She holds a Series 66 designation and has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors.

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