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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)

13 advisors near 37110

Out of 400,000+ nationwide

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Kelvin D

Series 63, Series 65

Mc Minnville, TN

DMK Advisor Group, Inc.

Kelvin Douglas is a financial advisor with DMK Advisor Group, Inc. in McMinnville, Tennessee, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at DMK Advisor Group since 2019 and has been involved with Douglas & Lanier Agency since 2016, where he serves as Vice President overseeing property, casualty, life, and health insurance. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, employing both technical and fundamental analysis with a range of trading approaches based on account type.

Active portfolio management Passive / index investing Wealth management
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Celia C

Series 63, Series 66

Mc Minnville, TN

Private Advisor Group, LLC

Celia Cayce is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Bank of Hawaii, and Wells Fargo Home Mortgage. Cayce also provides investment advisory services through Private Advisor Group, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with a range of non-advisory financial products.

Retired Founder/Business Owner
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Stephen K

Series 66

Mcminnville, TN

OSAIC Institutions, INC.

Stephen Keck is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. and Security Federal Savings Bank since 2015. He serves as Senior Vice President of Wealth Management at Security Federal Savings Bank and is a board member and treasurer for Rotary International. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking relationships.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Wendy K

Series 66

Mcminnville, TN

OSAIC Institutions, INC.

Wendy Kell is a Series 66 credentialed advisor with six years of industry experience, currently affiliated with OSAIC Institutions, INC. She has worked at Infinex Investments, Inc. since 2015 and serves as Vice President at Security Federal Savings Bank, where she has been employed since 1998. Outside of her advisory work, Kell volunteers as a board member and backup bookkeeper at Covenant Academy and serves as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm utilizes a combination of fundamental and technical analysis and provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Daniel S

Series 66

Mc Minnville, TN

Private Advisor Group, LLC

Daniel Sellers is a financial advisor with LPL Financial in McMinnville, Tennessee, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2020 before joining LPL Financial and Private Advisor Group in 2020. Sellers provides investment advisory services through Private Advisor Group, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its investment advice with an in-house research team and provides a broad range of delivery options, from financial planning to third-party asset management, accommodating both advisory and brokerage needs.

Retired Founder/Business Owner
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Vanessa C

Series 63, Series 65

Mcminnville, TN

Edward Jones

Vanessa Cordell is a financial advisor at Edward Jones in McMinnville, Tennessee, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Edward Jones since 2014. Cordell serves on the advisory board for the Tennessee College of Applied Technology, where she advises on strategies to attract and retain students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 63

Mcminnville, TN

LPL Financial

Jeffery Uselton is a CFP® with 13 years of experience in the financial industry. He has been with LPL Financial since 2014 and also serves as Executive Vice President and Chief Risk Officer at First National Bank of Middle Tennessee. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, supported by an in-house research team and a broad range of investment and planning solutions.

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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Shannon H

Series 66

Mcminnville, TN

LPL Financial

Shannon Haston is a financial advisor with LPL Financial, holding a Series 66 designation and having eight years of industry experience. He has been with LPL Financial and First National Bank of Middle Tennessee since 2016. He is also a Notary Public in McMinnville, Tennessee. 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 wide range of investment solutions supported by an in-house research team and delivers 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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Caleb A

Series 66

Quebeck, TN

Cambridge Investment Research Advisors

Caleb Allen is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Marine Corps. In addition to his advisory role, Allen owns a consulting and coaching business and is employed at a local YMCA. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

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

Series 63, Series 65

Mcminnville, TN

LPL Financial

Dawn Hoover is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameritas Advisory Services, Concorde Investment Service, National Planning Holdings, and Curian Clearing LLC. Outside of financial advising, she is involved with Flat Foot Vinyl in McMinnville, TN. 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 investment 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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William H

Series 66

Mcminnville, TN

Edward Jones

William Hodges III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at MH International, Quality Life Consultants, and Ramsey Solutions. Outside of his advisory role, he is involved with Bub's Collectibles LLC, an e-commerce business focused on buying and selling collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

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

Series 66

Mc Minnville, TN

Raymond James Financial

Andy Knowles is a financial advisor with Raymond James Financial Services Advisors, Inc. in McMinnville, Tennessee, holding a Series 66 credential and 12 years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial and First National Bank of McMinnville for 11 years. He is the CEO of Knowles Private Wealth, a support company for his advisory practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with an emphasis on tailored strategies and extensive use of asset-allocation analysis and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jeremy R

Series 66

Mcminnville, TN

Edward Jones

Jeremy Richey is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed by Sharecare Inc for seven years. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Military & Veterans
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