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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)

18 advisors near 99111

Out of 400,000+ nationwide

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James T

Series 66

Pullman, WA

Atrato Asset Management LLC

James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 16 years of industry experience. He has led Atrato Asset Management since its founding in 2009. Atrato Asset Management LLC provides discretionary and non-discretionary investment advisory and family office services primarily to wealthy family groups and high-net-worth individuals. The firm focuses on portfolio construction, asset allocation, manager selection, and ongoing oversight, typically operating on a non-discretionary basis and utilizing fundamental and cyclical analysis alongside third-party managers and private funds.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management
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Katherine V

Series 65

Pullman, WA

Atwood Financial Planning LLC

Katherine Van Wyngarden is a financial advisor at Atwood Financial Planning LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Wills & Associates, PLLC, Specialty Insulation, PLLC, and Presnell Gage, PLLC. Outside of her advisory role, she operates Kaybee Group, LLC, a blogging and social media platform offering general financial information, wellness, and lifestyle content. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs with a buy-and-hold strategy, offering non-discretionary investment support alongside programs such as concierge and accountability services.

General retirement planning Income planning General tax planning Cash flow / budgeting
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Matthew B

Series 66

Pullman, WA

HBW Advisory Services LLC

Matthew Bowers is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with HBW Advisory Services LLC and previously worked at Equitable Advisors. Bowers serves as a platoon leader in the Idaho Army National Guard. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and sub-advisers, with a client servicing model that includes institutional and intermediary roles alongside a high client load per advisor.

College savings (529s, UTMA, etc.)
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Jeffrey F

Series 63, Series 65

Pullman, WA

LPL Financial

Jeffrey Feuerstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes long-term roles at Waddell & Reed and various insurance agencies, as well as involvement with community organizations such as the Pullman Regional Hospital Foundation and United Way. Feuerstein also serves as a notary public and has been active in local nonprofit and business activities in Pullman, WA. 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 investment management solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

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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Kyle H

Series 66

Colfax, WA

Edward Jones

Kyle Hooper is a financial advisor with Edward Jones in Colfax, WA, holding a Series 66 designation and eight years of industry experience. His prior work history includes positions at UC Irvine, Almota Elevator Company, Toby Nelson, and the Los Angeles Dodgers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

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

Series 66

Pullman, WA

Edward Jones

Dennis Logan is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he held positions at Pullman Radio Group, Cintas, and the University of Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of over 23,000 financial advisors.

Retirement income strategy Liquidity event planning Business exit / sale strategy Active portfolio management Retired Founder/Business Owner Executive
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Cotton S

Series 63, Series 65

Pullman, WA

LPL Financial

Cotton Sears is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at HRC Wealth Management, Purshe Kaplan Sterling Investments, and an earlier tenure at LPL Financial. Outside of advising, he serves as an adjunct professor at Washington State University and works as a part-time institute instructor for the Church of Jesus Christ of Latter Day Saints. 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 in-house research 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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Kirby B

Series 63, Series 65

Pullman, WA

LPL Financial

Kirby Brown is a financial advisor with LPL Financial in Pullman, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Brown is involved in offering term and whole life insurance as well as health insurance to small business groups and individuals. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a variety of advisory and brokerage services supported by an in-house research team and offers flexible investment solutions tailored to client needs.

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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Matthew S

Series 66

Se Bellevue, WA

UBS Financial Services

Matthew Steele is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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David D

CFP®, Series 66

Pullman, WA

OSAIC

David Drumhiller is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at LPL Financial, Washington State Employee Credit Union, WSECU Investment Management, and COUNTRY FINANCIAL. Outside of advising, he serves as a commissioner for the City of Pullman and is a member of the advisory council for the Pullman Regional Hospital Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with advanced portfolio optimization tools and offers access to a wide range of investment vehicles and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Jason P

Series 63, Series 65, Series 66

Pullman, WA

LPL Financial

Jason Plemons is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at US Bank, Petersen Hastings, Interstate Aviation, and Waddell & Reed Inc. 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 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 S

Series 66

Pullman, WA

LPL Financial

William Skavdahl is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and community organizations. He serves on the boards of Pullman Regional Hospital and the Community Action Center. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, 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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Gregory B

Series 63, Series 66

Pullman, WA

Edward Jones

Gregory Bloom is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1994. 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 under management through a network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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

Series 63, Series 65

Pullman, WA

J.P. Morgan Securities

Lyn Brandt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Robert G

Series 63, Series 66

Pullman, WA

Edward Jones

Robert Gunderson is a financial advisor with Edward Jones in Pullman, Washington, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at E*TRADE Securities LLC/Morgan Stanley and Equitable Advisors, among other roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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

Series 66

Pullman, WA

LPL Financial

Monica Owens is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Her prior roles include work at Craig Bolling and Waddell & Reed, Inc. She is also involved with Maniacs, an outside activity she has maintained since 2018. 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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Ryan H

Series 66

Pullman, WA

Edward Jones

Ryan Hamilton is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Zions Bank and Umpqua Bank. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management ESG / Sustainable investing Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Military & Veterans
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Derek H

Series 66

Pullman, WA

Edward Jones

Derek Hamilton is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Edward Jones in Pullman, WA. Prior to his tenure at Edward Jones, he worked at Pioneer Title Company of Washington for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, 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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