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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)

Top 30 financial advisors of 669 near 17050

Out of 400,000+ nationwide

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Colin Z

CFP®

Mechanicsburg, PA

Zizzi Investments

Colin is the founder of Zizzi Investments. Investing and athletics have always been two of Colin’s biggest passions. He began playing soccer at age five and was introduced to the stock market in middle school through a mock stock-picking competition. Colin studied finance and accounting at American University, where he played on the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years. While still playing soccer, he joined a local advisory firm in Harrisburg, where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations, while helping to oversee both qualified retirement plan assets and individual wealth management relationships. Colin resides in Mechanicsburg, PA with his wife Molly, his sons Carter, Julian, and Leo, and his dog Sage. He’s a member of the West Shore Free Church in Mechanicsburg. He continues to stay involved in soccer through coaching and volunteering with the JT Dorsey Foundation, a local non-profit dedicated to positively impacting youth through the sport of soccer. Colin’s other hobbies include golfing, travel, playing guitar, reading, and working out.

Business ownership considerations Business exit / sale strategy Family Business Professional Athlete Young Families
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Todd D

CFP®, Series 63, Series 65

Camp Hill, PA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Executive
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Darlene M

Series 63, Series 65

Camp Hill, PA

Merrill

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Retirement income strategy Wealth management Life insurance needs analysis
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Wesley M

Series 63, Series 65

Camp Hill, PA

Merrill

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Wealth management Tax-loss harvesting Business succession planning General estate planning guidance Multi-generational wealth transfer
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Jonathan F

Series 63, Series 66

Camp Hill, PA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Tyler B

Series 63, Series 65

Camp Hill, PA

Edward Jones

Wealth management Founder/Business Owner Military & Veterans
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Stephen B

Series 66

Camp Hill, PA

Merrill

Stephen Brindle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing financial advice and guidance to clients since beginning his career in 2008. Stephen focuses on wealth management planning for high net worth individuals and families, emphasizing a personalized approach that aligns with clients’ life priorities, risk tolerance, and financial goals. Stephen holds a bachelor’s degree in finance with a European business concentration and an environmental studies minor from James Madison University. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification in 2011 and carries the Personal Investment Advisor (PIA) designation. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, socially responsible and ESG investing, and tax minimization. Beyond his professional role, Stephen serves on the Friends of Fort Hunter Board and is involved with the Humane Society of Harrisburg Area. He enjoys adventure sports, fishing, gardening, hiking, music, photography, traveling, volleyball, and spending time with his family.

Wealth management ESG / Sustainable investing General estate planning guidance Charitable giving & philanthropy General retirement planning HENRY (High Earners, Not Rich Yet) Young Families
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Brian F

Series 65, Series 66

Mechanicsburg, PA

Merrill

Brian Fields is the Resident Director for the Merrill Lynch office in Camp Hill, bringing over 43 years of business and financial experience to his role. With 23 years in the financial services industry as a Financial Advisor, Brian has worked with institutions including Legg Mason, Morgan Stanley, and RBC Wealth Management. His experience also includes corporate roles as a Controller for Giant Food Stores and Ahold USA. Since joining Merrill in 2019, he has guided families and business owners in planning their financial futures. Brian holds a Bachelor of Science in Business Administration with a major in Accounting from The Ohio State University and an MBA from Penn State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. His client focus areas include retirement planning, portfolio management, tax minimization, college education planning, and small business strategies. He is a member of the Financial Planning Association of Central Pennsylvania. In addition to his professional activities, Brian has volunteered with the Financial Planning Association of Central Pennsylvania and the Rotary Club of Mechanicsburg North. He has been married to his wife, Christine, for over 39 years and has two adult daughters. Brian enjoys football, golfing, hiking, reading, and spending time with his family.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Divorce financial planning Women Professionals Women's Finance
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Thomas W

Series 63, Series 65

Camp Hill, PA

Merrill

Thomas Wertz is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined Merrill in 1991 and co-founded the Wertz Eberts Group, where he and his team develop wealth management strategies tailored to clients’ goals, risk tolerance, time horizon, and liquidity needs. Their focus includes college education planning, legacy planning, liquidity management, tax minimization, retirement income, and managing new wealth. With over 30 years of experience, Thomas works closely with individuals, families, and businesses to build, preserve, and distribute wealth while delivering attentive and personalized service. He holds a Bachelor's Degree from Indiana University of Pennsylvania and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Thomas lives in Enola with his wife, Holly, and their three children.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Tax-loss harvesting Parents Mid-Career Professionals
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Vladan S

Series 66

Camp Hill, PA

Merrill

Vladan Serdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2006 after earning a bachelor's degree in managerial economics from Bethany College. Over nine years, Vladan held various roles including operations representative, client associate, business systems administrator, and administrative manager assistant, gaining a comprehensive understanding of the financial services industry. He is experienced in college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Vladan is a Personal Investment Advisor (PIA) and is fluent in both Serbo-Croatian and English. A native of Serbia, he immigrated to the United States and became a U.S. citizen in 2012. He resides in Camp Hill, Pennsylvania, with his wife and two children. Vladan is involved with community organizations such as the Camp Hill Lion Foundation, Bethesda Mission, and Central PA Food Bank. He also participates in local professional groups, including Sigma Nu, and spends his personal time coaching his children’s basketball and baseball teams.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Immigrants Parents Young Families
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