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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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Ethan C

Series 65

Mansfield, PA

Sound Income Strategies, LLC

Ethan Callahan is a financial advisor at Sound Income Strategies, LLC with a Series 65 credential and one year of industry experience. He previously worked in fixed insurance sales and retirement advisory services at Bulletproof Financial, DBA PRES Financial. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and specialized sub-advisory services.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ryan O

Series 66

Wellsboro, PA

Edward Jones

Ryan Oswald is a financial advisor with Edward Jones in Wellsboro, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Mountain Home Magazine and Pop's Culture Shoppe. Outside of his advisory work, he owns and maintains the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
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Philip L

Series 63, Series 66

Mansfiled, PA

LPL Financial

Philip Lett is a financial advisor with LPL Financial in Corning, NY, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Fidelity Investments. He is also involved with First Heritage Federal Credit Union. 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 wide range of investment solutions supported by in-house research 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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Scott C

Series 63, Series 65, Series 66

Wellsboro, PA

LPL Financial

Scott Clark is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. His prior roles include positions at Citizens & Northern Bank, Cetera, and M&T Securities. Outside of his advisory work, he is a business owner of Coppersmith Valley, LLC. LPL Financial serves a diverse range of clients including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and flexible investment solutions.

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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Brian T

CFP®, Series 63, Series 65

Wellsboro, PA

LPL Financial

Brian Tevlin is a CFP® professional with 27 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Cetera and Citizens And Northern 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 variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

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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Jerad R

CFP®, Series 66

Mansfield, PA

LPL Financial

Jerad Rosendahl is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2018. His prior roles include positions at Infinex Investments, Inc. and First Commonwealth Insurance Agency. He also serves in a financial institution capacity at Northwest Bank, referring clients to banking partners. 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 various delivery options, supported by an in-house Research team that develops model portfolios and investment strategies tailored to client needs.

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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Jeffrey R

Series 63, Series 66

Wellsboro, PA

LPL Financial

Jeffrey Richardson II is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Citizens & Northern Bank, U.S. Bancorp Investments, U.S. Bank, and Sprint. 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 variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a wide range of products and services.

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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Edward P

Series 66

Wellsboro, PA

LPL Financial

Edward Penner III is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with LPL Financial and previously worked at Cetera Investment Advisors and Cetera Investment Services LLC. Penner also serves as a trust officer at Citizens & Northern Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that designs model portfolios and strategic investment solutions.

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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