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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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Brandon S

Series 63, Series 65

Spring Valley, MN

Thrivent Investment Management

Brandon Scheevel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Thrivent and its investment management division since 2015. Outside of his advisory role, Brandon serves as an elder and treasurer for Bethany Bible Church in Le Roy, Minnesota, where he is involved in leadership and financial responsibilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of financial advisors. The firm focuses on goal-based financial planning across various topics without discretionary trading authority, allowing clients to integrate planning with managed account programs under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
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Nicholas H

Series 63, Series 65

Stewartville, MN

Thrivent Investment Management

Nicholas Hale is a financial advisor at Thrivent Investment Management with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, he serves as the recording secretary for the Zion Lutheran Church Endowment Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning that covers various topics such as retirement, income tax, and estate planning, with options to combine planning services with managed accounts through a consolidated billing approach.

Business ownership considerations
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Jason F

Series 63

Stewartville, MN

Primerica Advisors

Jason Ferrie is a financial advisor with Primerica Advisors in Stewartville, MN, holding a Series 63 designation and 21 years of industry experience. He has been with Primerica Advisors since 2004 and Primerica Financial Services since 2003. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and is a partner in MN LS, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee billing structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brenden K

Series 66

Stewartville, MN

Edward Jones

Brenden Knutson is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. His prior experience includes roles at Mills Fleet Farm, KMTelecom, Target, and full-time education periods. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and offers a range of advisory strategies and affiliated investment products.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
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Jean W

ChFC®, Series 63

Spring Valley, MN

Ameriprise

Jean Wichmann is a financial advisor with Ameriprise in Spring Valley, MN, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Wichmann serves as President of the Bear Lake Concordia Lutheran Church Council. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mychelle C

Series 63

Spring Valley, MN

Ameriprise

Mychelle Christian is a financial advisor with Ameriprise in Spring Valley, MN, holding a Series 63 designation and 19 years of industry experience. She has been with Ameriprise and its predecessor firms since 1996. Outside of her advisory role, she serves on the Board of Directors of St. Ignatius Catholic Church. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary retirement income recommendations delivered through a centralized consulting team in partnership with client advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Troy K

Series 66

Stewartville, MN

Edward Jones

Troy Knutson is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory role, he operates a small beef farm in Kasson, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Margaret S

ChFC®, Series 66

Chatfield, MN

Edward Jones

Margaret Schoepski is a financial advisor at Edward Jones in Chatfield, MN, holding the ChFC® designation and Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network and additional affiliated capabilities.

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

Series 66

Stewartville, MN

Thrivent Investment Management

Nicholas Johnson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2013 and also engages in play-by-play sports announcing and serves as tournament director for the Stewartville Youth Basketball Association. Additionally, he is president of the Stewartville Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial plans without discretionary trading authority.

Business ownership considerations
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