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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)

6 advisors near 24651

Out of 400,000+ nationwide

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John S

Series 63, Series 65, Series 66

Richlands, VA

Vistafront Partners Inc

John Schweingrouber is a financial advisor at VistaFront Partners Inc with nine years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining VistaFront Partners in 2019, he worked at Virginia Financial Innovation Corporation from 2007 to 2016 and has been self-employed since 2004. Outside of his advisory work, he writes and sells novels online. VistaFront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm follows a long-term buy-and-hold investment approach using fundamental and technical analysis, managing portfolios across a modest client base with a focus on individual stocks, bonds, mutual funds, ETFs, and REITs.

ESG / Sustainable investing Real estate investing
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Rodney G

Series 65, Series 66

Tazewell, VA

Eagle Strategies (NY Life)

Rodney Gillespie Jr. is a financial advisor with Eagle Strategies (NY Life) and Solid Rock Financial Partners, LLC, holding Series 65 and Series 66 credentials with six years of industry experience. Prior to his current roles, he worked with NYLIFE Securities LLC, New York Life Insurance Company, Valic Financial Advisors, and spent 27 years in education at Tazewell County Public Schools. Outside of advising, he serves as Chairman of the Board for Southwest Virginia Community College and is an officer at Westminster Presbyterian Church. He also owns a retreat property offering low-cost rentals to pastors and church groups. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through a network of over 2,000 advisers and utilizes third-party managers and model portfolios rather than discretionary mandates.

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

Series 63, Series 65

Cedar Bluff, VA

LPL Financial

Steven Davis is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Securities America Advisors and Valic. Davis is also licensed to sell term and whole life insurance. 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 range of financial planning and portfolio management options 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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Jody D

Series 63, Series 65

Bluefield, VA

Cetera

Jody Deel is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Deel Financial, PLLC since 2010, providing accounting and tax preparation services. Deel serves as a board member and treasurer for both the Abel Pregnancy Resource Center, a medical clinic, and The 315 Company, a faith-based entertainment organization. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with institutional services uncommon for a firm of its size.

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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Jonah D

Series 63, Series 65

Cedar Bluff, VA

LPL Financial

Jonah Davis is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors, South Guard Advisors, and Phaidon International. 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 an in-house research team, delivering services through 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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Peter R

Series 63, Series 65

Bluefield, VA

Ameriprise

Peter Romano is a financial advisor with Ameriprise in Bluefield, VA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Romano serves on the advisory board for the School of Business at Bluefield State University. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focused on Ameriprise-managed accounts.

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