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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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Jeremy H

Series 66

Waseca, MN

Iwealth

Jeremy Herkenhoff is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and held roles in various companies including Post Consumer Brands and Digital River. He serves as an advisory council member for the Minnesota State University, Mankato Finance Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Active portfolio management
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Matthew P

Series 66

Waseca, MN

Iwealth

Matthew Potter is a financial advisor with iWealth Financial, LLC, holding a Series 66 license and two years of industry experience. Prior to joining iWealth, he worked at JND Legal Administration and taught at Waseca High School. Outside of his advisory role, he is involved in farming activities. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm manages discretionary assets over $230 million, employing a diversified investment approach that includes individual securities, ETFs, options, and third-party managers, with a broad planning scope that encompasses tax and retirement-plan consulting.

Active portfolio management
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Shawn P

Series 63, Series 66

Waseca, MN

Iwealth

Shawn Pomeroy is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 14 years of industry experience. He has worked with several firms, including Investment Centers of America, ICA Group Wealth Management, and iWealth Financial, where he provides investment advisory services. Pomeroy is also a Minnesota notary. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining advisory operations with non-advisory product offerings.

Active portfolio management
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Gary G

Series 63

Waseca, MN

Iwealth

Gary Guentzel is a financial advisor with iWealth Financial, LLC, holding a Series 63 designation and over 37 years of industry experience. He previously worked at Triad Advisors, Inc. for ten years and LPL Financial for three years before joining iWealth. Outside of his advisory role, he is co-owner of D&D Enterprises LLC and is involved in farming activities through CR Farms. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and businesses. The firm employs a range of analytical and asset-allocation strategies, uses third-party managers, and offers comprehensive portfolio management tailored to client objectives.

Active portfolio management
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Bradley C

Series 63, Series 65

Waseca, MN

Iwealth

Bradley Connors is a financial advisor with LPL Financial in Waseca, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Investment Centers of America and ICA Group Wealth Management, and is the author of a book on retirement planning as well as a professional speaker. Connors also leads KC Holdings, Inc., a for-profit business established to run ICA operations. 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 solutions supported by an in-house research team and a large network of investment adviser representatives.

Active portfolio management
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Johnathon E

Series 66

Waseca, MN

Iwealth

Johnathon Eykyn is a financial advisor at iWealth Financial, LLC with Series 66 registration and four years of industry experience. His prior work includes roles at Bosch and Geldner Underground, and he has been involved with the American Legion since 2018. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers tailored portfolio management using a variety of securities and analytical methods, with discretionary assets under management exceeding $230 million.

Active portfolio management
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Ryan G

Series 66

Waseca, MN

Edward Jones

Ryan Gustafson is a financial advisor with Edward Jones in Waseca, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Servpro and American Express. Outside of his advisory work, he owns and operates XG Enterprises LLC, which includes ventures in web design, blogging, and content creation related to hockey and personal branding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Waseca, MN

LPL Enterprise

Stacy Ewert is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at NAU Country and Dufault CPA, each for five years, as well as Crop Risk Services for six years. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, access to model wealth portfolios, and third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Daniel M

Series 66

Owatonna, MN

Edward Jones

Daniel Mobley is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. His prior work includes roles at Town Square Media and Rochester Motor Cars. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive LGBTQIA
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Jacob C

Series 63, Series 65

Waterville, MN

OSAIC

Jacob Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 21 years before joining OSAIC in 2024. Outside of his advisory role, Cook is involved in community activities as the head coach of a 14U fastpitch softball team and works as a bus driver for local student athletic transportation. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio management tools and operates both wrap and non-wrap fee programs across multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Dawn M

Series 63

Waseca, MN

Ameriprise

Dawn Macht is a financial advisor with Ameriprise in Owatonna, MN, holding a Series 63 designation and having 21 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, primarily for clients with Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian H

Series 63

Waseca, MN

Edward Jones

Brian Hansen is a financial advisor with Edward Jones in Waseca, MN, holding the Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Hansen coaches youth archery and is involved in a small farm operation focusing on land and habitat management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Nyla H

Series 63

Waseca, MN

Edward Jones

Nyla Hagen is a financial advisor at Edward Jones with 26 years of industry experience. She has been with Edward Jones since 1999 and holds a Series 63 designation. Outside of advisory work, she serves as Vice President and co-owner of Mairs Hagen LLC and is a consultant for a skincare and cosmetics business. Hagen is also a co-trustee of the Gerald Thor Revocable Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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James S

Series 63, Series 65

Owatonna, MN

Cambridge Investment Research Advisors

James Scholljegerdes II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include nearly a decade at SII Investments, Inc. and ongoing involvement with Cindy's Financial and Century 21 Vision. Outside of advisory work, he owns a HOTWORX franchise in Owatonna, MN. 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 multiple account platforms and a variety of investment strategies delivered at the advisor level.

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

CFP®, Series 63, Series 66

Waseca, MN

Edward Jones

Ryan Ludwig is a CFP® professional with 19 years of industry experience and has been with Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Block 11 Marshall, LLC, an apartment rental business based in Mankato, MN. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Jonah D

Series 66

Waseca, MN

Ameriprise

Jonah Drake is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Creighton University's Career Center and Minnesota Valley Action Council. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers these services through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jacob B

Series 63, Series 65

Waseca, MN

Ameriprise

Jacob Butterfield is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he operates the shot clock for Waseca High School basketball games. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Cynthia O

Series 63, Series 66

Owatonna, MN

Cambridge Investment Research Advisors

Cynthia O'Meara is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2017. Prior to that, she was with SII Investments, Inc. and Kingland Capital Corp. Outside of her advisory role, she serves as a committee member of the St. Luke's Church Foundation in Faribault, MN. 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 delivered through a network of independent Financial Professionals using various account platforms and investment strategies.

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

Series 66

Waseca, MN

Ameriprise

Kevin Walter is a financial advisor with Ameriprise in Waseca, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Walter serves on the board of the Waseca Area Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations and integrates tax-efficient strategies with a focus on assets managed within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kimberly B

Series 66

Waseca, MN

Edward Jones

Kimberly Borst is a financial advisor with Edward Jones in Waseca, MN, holding a Series 66 designation and 11 years of industry experience. She has worked at Edward Jones since 2019 and previously was employed with Concorde Investment Services, LLC and Discipline Advisors, Inc. from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 63, Series 65

Janesville, MN

LPL Enterprise

Nathan Hanson is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has spent much of his career at Prudential Insurance Company of America and Pruco Securities, LLC. Hanson is also a commissioned notary public in Waseca, MN. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a broad range of securities and insurance products.

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