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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)

16 advisors near 61764

Out of 400,000+ nationwide

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Molly G

ChFC®, Series 63

Pontiac, IL

Trader Wealth Management, LLC

Molly Gadbury is a financial advisor at Trader Wealth Management, LLC with the ChFC® designation and two years of industry experience. She has held roles at COUNTRY Financial, COUNTRY Trust Bank, and State Farm Insurance prior to joining Trader Wealth Management. Trader Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines strategic and tactical asset allocation with global diversification and employs various investment strategies tailored to client risk profiles, managing approximately $103.4 million in assets.

Options & derivatives strategies Tax-loss harvesting General tax planning Cash flow / budgeting Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Edna S

CFP®, Series 63, Series 65

Fairbury, IL

Commonwealth Financial Network

Edna Steidinger is a CFP® with 31 years of industry experience, currently affiliated with Commonwealth Financial Network and The Financial Center, Inc. of Illinois since 2004. She holds Series 63 and Series 65 licenses and is based in Fairbury, IL. Outside of her advisory work, she is an associate with LegalShield, offering pre-paid legal services and identity theft solutions. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Margaret S

Series 63, Series 65

Fairbury, IL

Commonwealth Financial Network

Margaret Steidinger is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Commonwealth since 2011 and has an additional affiliation with Financial Center, Inc. outside of her advisory role. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management, offering both discretionary model portfolios and customizable program options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Thomas N

Series 66

Pontiac, IL

Edward Jones

Thomas Nelson is a Series 66-credentialed financial advisor with Edward Jones in Pontiac, Illinois. He has one year of experience at Edward Jones, following four years at State Farm. Nelson’s early career includes roles at Illinois Wesleyan University and Central Catholic High School. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by 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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Mark S

Series 63, Series 66

Pontiac, IL

Edward Jones

Mark Spafford is a financial advisor with Edward Jones in Pontiac, Illinois, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Spafford serves as trustee for an irrevocable farming trust and owns a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

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

Series 66

Fairbury, IL

Cetera

Gregory Jones is a financial advisor with Cetera, holding a Series 66 designation and bringing three years of industry experience. He previously worked at Wells Fargo Advisors for 23 years before joining Cetera and Bank of Pontiac. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of investment management and fiduciary services supported by both advisor-managed accounts and firm-sponsored 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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Thomas C

Series 63, Series 65, Series 66

Pontiac, IL

Edward Jones

Thomas Corcoran is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and 39 years of industry experience. Prior to joining Edward Jones, he worked at Securities America, Inc. for 12 years and OSAIC for one year. Outside of his advisory role, he manages property ownership responsibilities in Pontiac, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by 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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Breanne I

Series 66

Ancona, IL

Edward Jones

Breanne Iffert is a financial advisor at Edward Jones in Ancona, IL, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Southern Illinois University Edwardsville Housing from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

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

Series 66

Pontiac, IL

Edward Jones

Suzanne Rutledge is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to her current role, she worked at Edward Jones in various capacities and has experience as a cosmetologist at Studio 724 as well as in hospitality as a bartender and host. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products through a nationwide network of financial advisors.

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

Series 63, Series 65

Pontiac, IL

Cambridge Investment Research Advisors

David Douglass is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and with Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he serves as vice chair of the Evan Junior High Promise Council and is a director on the Beyond the Books Educational Foundation board, where he reviews grant applications. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple custodians.

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

Series 63, Series 65

Pontiac, IL

LPL Enterprise

Todd Manning is a financial advisor with LPL Enterprise in Pontiac, Illinois, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Enterprise, he worked at Brookstone Wealth Advisors and has entrepreneurial experience as president and owner of an advertising agency. He is also involved in organizing local golf tournaments as a chapter owner of an amateur golf tour. LPL Enterprise provides advisory services through a large network of representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm combines advisory and brokerage capabilities, enabling clients to receive advice supported by model portfolios and access a broad range of financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Richard N

Series 66

Fairbury, IL

Edward Jones

Richard Nichols is a financial advisor at Edward Jones in Fairbury, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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David H

Series 66

Fairbury, IL

Cetera

David Hammer is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2005. Outside of his advisory role, he serves as a trust officer and member of the investment committee at Bank of Pontiac, is president of the Prairie Lands Foundation, and participates in community organizations including the Rotary Club of Fairbury and the Indian Creek Golf and Country Club gift committee. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, supported by retirement and fiduciary capabilities integrated with its broader trust and institutional platform.

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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Marcie R

Series 63, Series 66

Pontiac, IL

LPL Financial

Marcie Rich is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones Investments for 18 years before joining LPL Financial in 2023. 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 variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products and services.

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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Richard H

Series 63, Series 65

Pontiac, IL

LPL Financial

Richard Hiatt is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wayne Hummer Investments L.L.C. for 19 years. Hiatt serves on the board of the American Society of Farm Managers and Rural Appraisers. 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 range of financial planning and asset 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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Dale M

Series 65

Fairbury, IL

Maley Financial Planning

Dale Maley is a financial advisor with Maley Financial Planning in Fairbury, IL, holding a Series 65 designation and 20 years of industry experience. He has worked as an engineer at Caterpillar Inc. since 1979, currently supervising a group of engineers. Maley Financial Planning is an independent firm serving clients with personalized financial planning and advisory services.

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