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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)

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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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Timothy A

ChFC®, Series 63

Streator, IL

Wealth Accumulation & Preservation, Inc.

Timothy Armstrong is a ChFC® credentialed financial advisor with 20 years of industry experience. He has been with Wealth Accumulation & Preservation, Inc. since 2011. Outside of his advisory role, he is involved in fixed insurance sales through Midland National and F&G Life. Wealth Accumulation & Preservation, Inc. is a small firm serving individuals, high-net-worth clients, and state or municipal government entities with discretionary asset management and financial planning. The firm uses a combination of fundamental, technical, and cyclical analysis to guide investment decisions and is notable for its work with government clients and its affiliated insurance business.

Cash flow / budgeting General tax planning
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Robert B

Series 63, Series 65

Streator, IL

Wealth Accumulation & Preservation, Inc.

Robert Benning is a financial advisor with Wealth Accumulation & Preservation, Inc. in Streator, Illinois. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wealth Accumulation & Preservation since 2011. Wealth Accumulation & Preservation, Inc. is a small advisory firm serving individuals, high-net-worth clients, and state or municipal government entities. The firm provides discretionary asset management and financial planning, using a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Cash flow / budgeting General tax planning
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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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David R

Series 63, Series 65

Streator, IL

LPL Financial

David Rashid is a financial advisor with LPL Financial in Streator, IL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Advisors and Edward Jones. Rashid is also an agent with Insurance Design Network, LLC, focusing on non-variable insurance products. 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 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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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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Kevin D

Series 63, Series 66

Streator, IL

Edward Jones

Kevin Dean is a financial advisor with Edward Jones in Streator, Illinois, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he occasionally coaches group CrossFit classes and co-manages a family farming business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Streator, IL

Edward Jones

Gary Wheeler is a financial advisor with Edward Jones in Streator, IL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains 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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Benjamin H

ChFC®, Series 66

Streator, IL

Edward Jones

Benjamin Hiltabrand is a financial advisor with Edward Jones in Streator, IL, holding the ChFC® designation and Series 66 license. He has six years of industry experience, including five years at Owens-Illinois, Inc. Prior to joining Edward Jones in 2019, he worked in the corporate sector. Outside of his advisory role, he serves on several local boards, including the Streator Police Pension Board as Vice President, the Streator High School Foundation, and the St. Michael the Archangel School Athletic Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Streator, IL

Thrivent Investment Management

Merianne Morris is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Stertil ALM Corp. for 17 years before joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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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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Brett D

Series 66

Streator, IL

Edward Jones

Brett Davis is a financial advisor with Edward Jones in Streator, Illinois. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Constellation and the YMCA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance 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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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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Thomas G

CFP®, Series 63

Streator, IL

MWA Financial Services Inc.

Thomas Green is a CFP® professional with 38 years of industry experience, currently serving at MWA Financial Services Inc. since 2004. He also owns Green Financial, which provides income tax preparation and advice, and has operated a farm since 2010. Additionally, Green serves as a member of the LaSalle County Board in Ottawa, Illinois. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer with 134 advisors, offering financial planning and managed accounts to individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans. The firm provides most advisory services on a non-discretionary basis and combines advisory and broker-dealer activities, including commission-based product sales through its affiliation with Modern Woodmen of America.

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