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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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Steven N

Series 66

Milbank, SD

Edward Jones

Steven Nomeland is a financial advisor with Edward Jones, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Great Western Bank from 2010 to 2020. Outside of his advisory role, he is a partner in a farmland rental inherited from his family and manages its bookkeeping without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates a large nationwide network of financial advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

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

Series 63

Ortonville, MN

Cetera

Phyllis Anderson is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. She has worked extensively in tax and accounting, managing Anderson Tax & Accounting, P.A. since 2009 alongside her advisory roles. Anderson’s background includes long-term roles at Avantax entities dating back to 1990. Cetera Investment Advisers serves a broad client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Delvin H

Series 63, Series 66

Milbank, SD

Edward Jones

Delvin Hackwith is a financial advisor with Edward Jones in Milbank, SD, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Hackwith serves as a board member of the Milbank Education Foundation, where he participates in decisions regarding scholarship awards and oversees the organization’s financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs, with a large nationwide advisor and branch network.

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

Series 66

Milbank, SD

Edward Jones

Curtis Kunde is a financial advisor at Edward Jones in Milbank, SD, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Religious/faith focused
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Lindsay S

Series 63, Series 65

Ortonville, MN

Ameriprise

Lindsay Sherritt is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, Sherritt is employed by I AM G LLC and serves as Marketing Director for The Tax Collaborative, supporting tax practice activities and client service. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Lance H

Series 66

Milbank, SD

Thrivent Investment Management

Lance Hamman is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics and allows clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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