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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 1,651 near 30041

Out of 400,000+ nationwide

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Luke M

CFP®

Cumming, GA

Origin Investment Advisory LLC

In John 16:33 Christ has stated: “I have told you these things, so that in me you may have peace. In this world, you will have trouble. But take heart! I have overcome the world.” Financial troubles will find us all. Uncertainty. Confusion about your financial future. The burden of debt. Challenges brought on by unexpected life events. The increasing costs of raising children. Saving and investing concerns. Retirement questions. And on, and on…troubles. Not knowing where to turn for simple, honest help is a concern of many folks. As Christians, we are all led by Christ to serve and to place the needs of others above our own. As a financial fiduciary, Greenway Financial Planning is bound to place the best interest of our clients ahead of our own interests. If you need some help, please reach out, and let’s start a conversation.

Student loan debt Christian Faith Based Young Families Gen X (Born 1965-1980)
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Deyka C

Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Hispanic/Latino/Latinx
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Luciano T

Series 66

Alpharetta, GA

Fidelity

Luciano Trentoni is a Vice President and Financial Consultant currently serving at Fidelity Investments since 2016. He has over a decade of experience in the financial industry, including previous roles as Vice President Financial Consultant at Charles Schwab from 2012 to 2016, Assistant Vice President Financial Consultant at Bank of America Merrill Lynch from 2011 to 2012, and Wealth Banker at Wells Fargo Advisors from 2007 to 2011. Throughout his career, Luciano has focused on helping clients develop and execute financial plans aimed at navigating unpredictable markets. He approaches each client situation with professionalism, transparency, and care, emphasizing the importance of a strong financial plan to build confidence and pursue financial goals. Outside of his professional work, Luciano is involved in family activities and enjoys interests such as skiing, soccer, traveling, and volunteering.

Wealth management Passive / index investing Active portfolio management
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Ian C

Series 66

Dacula, GA

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Religious/faith focused
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Ryan D

Series 63, Series 65

Alpharetta, GA

Merrill

Ryan Dolar is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) professional with over 15 years of experience delivering customized financial planning and advice to individual families and business owners. His approach covers multiple facets of wealth management including goal planning, risk management, investment selection, tax minimization strategies, trust and estate planning concepts, and retirement distribution advice. Ryan holds a Bachelor's degree in Finance from Georgia Southern University. He provides personalized wealth management services tailored to his clients' goals, focusing on areas such as college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His practice emphasizes a holistic approach and proactive guidance to help preserve and grow wealth while building lasting relationships based on trust and transparency. Ryan resides in the Laurel Springs Golf Community in Suwanee, Georgia with his wife Kimberly and their two children, Hudson and Margo. He enjoys playing golf and tennis, spending time with his family, and is a long-time Atlanta Falcons season ticket holder. He is also a member of Northpoint Community Church.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Tax-loss harvesting Parents
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Joseph W

Series 66

Alpharetta, GA

Merrill

Joseph Wilber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, portfolio management services, and tax minimization. Joseph works with individuals and families to help them accomplish their financial goals. Joseph holds a Bachelor's Degree in Finance from the University of Georgia. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Joseph is involved in community and volunteer activities including the Atlanta Outdoor Club, Northside Youth Organization where he helps coach a youth baseball team, the UGA Mentorship Program, and the UGA Alumni Association. He lives in Brookhaven with his wife and enjoys spending time with family and friends, as well as activities such as baseball, billiards, fishing, football, golfing, skiing, and traveling.

Wealth management Business exit / sale strategy Multi-generational wealth transfer Tax strategies for small businesses General estate planning guidance Founder/Business Owner Parents Young Families
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Isabell L

Series 66

Alpharetta, GA

Merrill

Isabell Lee is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2012 and focuses on helping clients develop solutions and providing investment guidance by understanding their short- and long-term financial objectives. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, institutional and corporate benefit services, employee financial health, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Isabell holds a Bachelor's and a Master's degree from Marshall University. She has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is fluent in English and German. Outside of her professional work, Isabell and her husband Mat live in Alpharetta, GA with their two children. They are active in the community, supporting organizations such as Habitat for Humanity, the International Charter School of Atlanta, and United Futbol Academy. Her personal interests include soccer, tennis, traveling, volleyball, and spending time with her family.

Wealth management Retirement income strategy Business exit / sale strategy General estate planning guidance Women Professionals Married/Couples/Partners Parents
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H F

Series 63, Series 65

Alpharetta, GA

Merrill

H Farris is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' unique financial goals. His practice emphasizes understanding each client's full financial picture and developing flexible strategies aligned with changing market conditions. He offers access to investment insights from Merrill and financial solutions from Bank of America. H Farris's areas of expertise include corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Wittenberg University. Outside of his professional work, H Farris dedicates time to community involvement, including volunteering with the Boy Scouts of America. His personal interests include golfing, swimming, traveling, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Family Business General estate planning guidance Parents Women Professionals
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Jeremy S

Series 66

Alpharetta, GA

Edward Jones

Exec comp design Startup equity planning Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Executive
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Jonathan H

CFP®, Series 66

Atlanta, GA

Fidelity

Jonathan Hyland is the Vice President and Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored financial plans aimed at achieving their unique goals. He emphasizes building comprehensive financial plans, identifying aligned strategies, and maintaining open communication with clients. Jonathan has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative before his current position. Prior to joining Fidelity, he held positions at Edward Jones and US Bancorp Investments, gaining experience as a Financial Advisor, Wealth Management Advisor, and Branch Intern. His professional background reflects a consistent focus on financial consulting and wealth management across multiple firms.

Wealth management
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