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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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Aaron H

Series 63, Series 66

Cheboygan, MI

OSAIC

Aaron Hesselink is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The O.N. Equity Sales Company and Encore Financial Group. Outside of finance, he owns Halbrand Knifeworks, a metalworking business specializing in handmade medieval accessories. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment solutions through a large network of advisors, utilizing technology-driven portfolio optimization and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Thomas K

Series 63, Series 65

Cheboygan, MI

Cambridge Investment Research Advisors

Thomas Kraut is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at SII Investments, Inc. for 21 years before joining Cambridge in 2017. Kraut also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using various account platforms and investment strategies.

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

Series 66

Cheboygan, MI

Edward Jones

Matthew Behan is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he serves as Rear Commodore of the Cheboygan Yacht Club, where he participates in membership leadership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors.

Divorce financial planning Inheritance planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Ian B

Series 66

Cheboygan, MI

OSAIC

Ian Bancroft is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and over 19 years of industry experience. He has been affiliated with Encore Financial Group since 2007 and joined Osaic in 2024. Outside of his financial career, he is the owner and manager of Cheboygan Sauna LLC, a mobile sauna rental business. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Daryl H

Series 63, Series 65

Cheboygan, MI

OSAIC

Daryl Hesselink is a financial advisor with Osaic Wealth, Inc. based in Cheboygan, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Savage and Associates, THE O.N. Equity Sales Company, Ohio National Life Insurance Company, and Centennial Associates, Inc. In addition to his advisory work, he is involved in insurance sales and services through his own agency and other affiliated firms. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and uses technology-driven investment processes, managing assets across multiple custodial platforms and providing access to third-party managers and alternative investments.

Annuities Founder/Business Owner Executive Retired
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J L S

Series 66

Cheboygan, MI

Edward Jones

J L Sumpter is a financial advisor at Edward Jones in Cheboygan, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he was self-employed from 2015 to 2018 and served with the Michigan Fraternal Order of Police Labor Council for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

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

Series 63, Series 65

Cheboygan, MI

Morgan Stanley

Nickolas Barris is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

General estate planning guidance
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Darwin H

Series 63, Series 65, Series 66

Cheboygan, MI

OSAIC

Darwin Hesselink is a financial advisor with Osaic Wealth, Inc. based in Cheboygan, Michigan, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior work includes long tenures at The O.N. Equity Sales Company and Ohio National Life Insurance Company. Outside of his advisory role, he manages a corporation through which he employs himself. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Todd M

Series 66

Cheboygan, MI

LPL Financial

Todd Mattingly is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Citizens National Bank, Financial Search Group, and Boyne USA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a wide range of investment solutions supported by an in-house research team and a comprehensive platform.

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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Matthew D

Series 66

Cheboygan, MI

LPL Financial

Matthew Dewildt is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Citizens National Bank of Cheboygan and Infinex Investments, Inc. Dewildt operates MHD Wealth Strategies, an investment-related business affiliated with his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of financial planning and investment management solutions supported by an in-house research team 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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Dwayne L

Series 66

Cheboygan, MI

Ameriprise

Dwayne La Pointe is a financial advisor with Ameriprise in Cheboygan, MI, holding a Series 66 designation and four years of industry experience. He previously worked at Edward Jones for five years and spent seven years at Stryker Corporation. He is also financially involved in a local family business, Cheboygan Party Rental, which is owned by his spouse. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides tailored, ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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