Filters

Direct booking

firm logo

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)

Find a financial advisor

Out of 400,000+ nationwide

user avatar

Arthur K

Series 63, Series 65

Jeffersonville, NY

StoneX Advisors Inc.

Arthur Kole is a financial advisor with StoneX Advisors Inc. in Jeffersonville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at StoneX Advisors since 2015 and StoneX Securities since 2014. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm employs a variety of strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers for portfolio implementation and oversight.

ESG / Sustainable investing
user avatar
firm logo

Charles G

Series 63, Series 66

Livingston Manor, NY

Cambridge Investment Research Advisors

Charles Gilbride is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 36 years of industry experience, including prior roles at National Alliance Securities, LLC. Gilbride is also employed with TAG Advisors, an enterprise of Cambridge, where he is involved in advisory and trading activities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using multiple account platforms and a range of investment strategies.

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

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.