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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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Michelle L

Series 66

Long Beach, WA

Money Concepts Capital Corp

Michelle Luce is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, CUNA Mutual Group, Great Northwest Federal Credit Union, and Cuna Brokerage Services, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage approximately $3.33 billion for around 14,700 clients.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Rachel F

Series 66

Astoria, OR

Thrivent Investment Management

Rachel French is a Series 66-registered financial advisor with Thrivent Investment Management, where she has worked since 2019. She has five years of industry experience, including prior service in the United States Coast Guard. French serves as secretary for 100 Women of Clatsop County, a local organization that supports nonprofits through pooled donations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without asset management or implementation services.

Business ownership considerations
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Jamey H

Series 66

Astoria, OR

Raymond James Financial

Jamey Hendricks is a financial advisor with Raymond James Financial in Astoria, OR, holding a Series 66 designation and 24 years of industry experience. He previously worked at Darreld Hutchins, CFP Wealth Management for seven years and has been with Raymond James Financial Services Advisors, Inc. since 2014. In addition to his advisory role, he owns Fiscal Fitness by Jamey Rae, a financial planning and investment advice business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by a broad affiliate network and a range of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Lisa W

Series 66

Astoria, OR

Wells Fargo Clearing

Lisa Wise is a financial advisor with Wells Fargo Clearing in Hillsboro, OR. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Adam M

Series 66

Astoria, OR

Edward Jones

Adam Miller is a Series 66-credentialed financial advisor at Edward Jones with 13 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. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Doctor or Medical Professional
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Mark H

Series 63, Series 65

Astoria, OR

Raymond James Financial

Mark Hedeen is a financial advisor with Raymond James Financial Services, Inc. in Astoria, OR, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Raymond James since 1991 and has served as a Power of Attorney since 2013. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support through a broad network of affiliated services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Constance W

Series 66

Astoria, OR

Thrivent Investment Management

Constance Waisanen is a financial advisor with Thrivent Investment Management in Astoria, OR, holding a Series 66 designation and 19 years of industry experience. She has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of her advisory role, she is an artist who sells her work through galleries and exhibitions and is active in several local nonprofit organizations, including serving as a board member for a Lutheran hospital and vice president of a philanthropic women’s group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without discretionary trading authority. The firm combines goal-based analyses with a managed-account program under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Business ownership considerations
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Rebecca J

CFP®, Series 66

Long Beach, WA

Edward Jones

Rebecca Jones Will is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones. She has worked at Edward Jones since 2018 and previously held roles at Uber Industries and the Beaverton School District. Outside of her advisory work, she co-owns a commercial fishing business and a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory solutions, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

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