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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)

Advisors near 24901

Out of 400,000+ nationwide

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Evan M

Series 65

Maxwelton, WV

McClure Private Wealth, LLC

Evan Mc Clure is the managing member of McClure Private Wealth, LLC and holds a Series 65 designation. He has one year of industry experience, including prior roles at PwC and Education Consulting Team, LLC. He is also employed by West Virginia University, where he participates in research for their student-managed investment fund. McClure Private Wealth, LLC provides customized financial planning and portfolio management services to individuals, high-net-worth clients, non-profit organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, qualitative, and cyclical analysis to manage portfolios on a discretionary basis, employing both passive and active strategies across various asset classes.

Options & derivatives strategies College savings (529s, UTMA, etc.)
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Michael S

Series 63, Series 66

White Sulphur Springs, WV

Merrill

Michael Shalhoup is a Senior Financial Advisor and the founding member of The Shalhoup Group at Merrill Lynch Wealth Management. He provides strategic financial recommendations tailored to individual client needs, focusing on all aspects of wealth management with a particular expertise in corporate stock award compensation. Michael's approach encompasses personal banking, financial strategy, estate planning, wealth transfer, insurance, educational planning, lending, and retirement lifestyle requirements. Michael holds a Bachelor of Arts degree in Economics from West Virginia University and has studied Finance and Economics at Bond University in Australia. He holds the Chartered Retirement Planning Counselorâ„¢ designation awarded by the College for Financial Planning and the Personal Investment Advisor (PIA) designation. His professional experience and credentials have been recognized through awards such as On Wall Street's "Top 40 Advisors Under 40" in 2018 and 2019 and Forbes' "Best-in-State Wealth Advisors" from 2018 through 2024. In addition to his advisory role, Michael serves on the West Virginia University Chambers College of Business & Economics Finance Advisory Council. His client focus areas include corporate benefits, executive compensation, divorce transition planning, socially responsible investing, and services tailored for sports and entertainment professionals. Outside of his professional activities, Michael enjoys adventure sports, boating, fishing, golfing, music, painting, photography, spending time with his family, and traveling.

Wealth management Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy Charitable giving & philanthropy Young Professionals
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Roger W

ChFC®, Series 63, Series 65

Lewisburg, WV

Strategic blueprint, LLC

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Kathryn E

Series 66

Lewisburg, WV

Edward Jones

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Kimberly B

Series 66

Lewisburg, WV

Edward Jones

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