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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)

5 advisors near 62681

Out of 400,000+ nationwide

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Tim W

Series 63, Series 65

Rushville, IL

On Investment Management CO

Tim Ward is a financial advisor with On Investment Management Company in Rushville, Illinois, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2016 and Ohio National Financial Services since 2013. Outside of his advisory work, Ward serves as president of the board for a local nonprofit Fitness and Community Center and leads the Schuyler County Economic Commission. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning, third-party investment solutions, and managed account options, serving both discretionary and non-discretionary client relationships.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Nicholas H

Series 66

Rushville, IL

On Investment Management CO

Nicholas Hendricker is a financial advisor with On Investment Management Company (ONIMCO) and holds a Series 66 designation. He has been involved in various business roles, including positions at The O.N. Equity Sales Company and Dot Foods INC. Outside of finance, he has experience with family business operations and community coordination roles. ONIMCO is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses with financial planning, portfolio management, and retirement-plan advisory services. The firm uses a dual-registration model combining advisory and broker-dealer activities and offers a mix of discretionary and non-discretionary investment management.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Philip K

Series 63, Series 65

Mount Sterling, IL

Raymond James Financial

Philip Krupps is a financial advisor with Raymond James Financial in Mount Sterling, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held leadership roles including President of Wealth Management and Market President at United Community Bancorp, and he owns Donaldson Capital LLC, a real estate brokerage and development business. Krupps is also involved with community organizations such as the Brown County Little League and Brown County Development Corporation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations and access to both brokerage and advisory accounts through a broad network of affiliated services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Cody D

Series 66

Rushville, IL

Edward Jones

Cody Duffie is a Series 66-registered financial advisor with Edward Jones, based in Rushville, Illinois, and has nine years of industry experience. Prior to joining Edward Jones in 2016, he worked five years at the YMCA of McDonough County. Outside of his advisory role, he coaches 5th and 6th grade basketball for the Rushville/Industry school district. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

General retirement planning Retired Founder/Business Owner Executive
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Brent K

Series 63, Series 65

Beardstown, IL

LPL Financial

Brent Krumboltz is a financial advisor with LPL Financial in Beardstown, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes ten years at Securities America Advisors, Inc. and Securities America, Inc., and he currently serves as a Command Sergeant Major in the Iowa National Guard. Outside of finance, he owns and operates Krumboltz Farm. 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 asset management solutions supported by in-house research and a broad 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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