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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 30224

Out of 400,000+ nationwide

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Raymond B

CFP®, Series 63

Griffin, GA

Lifetime Strategies, LLC

Raymond Branton is a CFP® professional with eight years of experience in financial advising. He is the sole advisor at Lifetime Strategies, LLC and has been involved with the firm since 2003. In addition to his advisory role, he is a member and manager of Erwin and Branton, CPA's, LLC, a CPA firm where he dedicates a significant portion of his time. Lifetime Strategies, LLC provides personalized financial planning and investment management services to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach, primarily using exchange-traded funds with a focus on asset allocation, diversification, and periodic rebalancing.

Private / alternative investments Real estate investing
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Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Georgia Wealth Partners since 2021, following five years at The Strategic Financial Alliance, Inc. Outside of his advisory role, Foster operates a freelance photography business. Georgia Wealth Partners provides portfolio management and financial planning services primarily for individual clients, charitable organizations, and state and municipal government entities. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory analyses to construct long-term oriented portfolios, often using model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Christopher P

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Christopher Piland is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Georgia Wealth Partners in 2022, he spent 13 years at HBW Advisory Services LLC. Piland serves in the U.S. Army Reserve as a Brigadier General, a role he has held since 1989 involving project management duties. Georgia Wealth Partners provides portfolio management and financial planning services primarily to individual clients, charitable organizations, and state and municipal government entities. The firm employs a long-term investment approach using asset allocation, security selection, and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Corey L

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Corey Letson is a financial advisor at Georgia Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Georgia Wealth Partners and The Strategic Financial Alliance, Inc. He serves as a deacon and is a member of the Griffin Foundation Committee at First Baptist Church in Griffin, GA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs asset allocation and security selection strategies informed by multiple analytical approaches and often uses model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
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Danny K

Series 63, Series 65

Griffin, GA

Summit Financial, LLC

Danny Kamal is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 following the firm's acquisition and has over 20 years of experience in the financial services industry. Danny and his team offer comprehensive wealth management services primarily to high-net-worth individuals, corporate executives, and business owners, focusing on integrating corporate benefit programs such as equity compensation and various retirement plans into long-term financial strategies. His practice emphasizes clients in the aviation and oil industries. Danny holds a Bachelor's degree from Bowling Green State University and has earned several professional credentials, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party solutions. Residing in Fayetteville, Georgia, Danny and his wife Holly have seven children. They volunteer with several charitable organizations, including Angel Flight. Danny is affiliated with Delta Airlines.

Wealth management Startup equity planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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James M

CFP®, Series 63, Series 65

Peachtree City, GA

Capital Investment Advisory Services, LLC

James Mothorpe is a CFP® professional with 29 years of industry experience, currently serving at Capital Investment Group, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Peachtree City, GA. Outside of his advisory role, he volunteers as an ambassador for the Fayette County Chamber of Commerce and serves as treasurer for the Rotary Club of Peachtree City. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Ashley W

Series 66

Griffin, GA

Kingswood Wealth Advisors, LLC

Ashley Webb is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, Benchmark Investments, American Global Wealth Management, Cape Securities, and Americas Executions. Outside of her advisory role, she serves on the board of A Friend's House, a local non-profit group home for minors, and coaches varsity girls soccer. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients' goals and risk tolerance, offering portfolio management, third-party manager oversight, ERISA plan consulting, and other financial services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Jeffery H

Series 66

Griffin, GA

Aegis Capital Corp.

Jeffery Hattaway is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services Inc. and Edward Jones. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services for program clients.

Concentrated stock management
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Byron G

Series 63, Series 66

Hampton, GA

Mercer Global Advisors Inc.

Byron Gonzalez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Delta Community Credit Union, Morgan Stanley, and Wells Fargo. Outside of his advisory work, Byron is involved in music as a DJ with Grupo Sentimiento and owns a leathercraft business, Saya Goods. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a variety of implementation options.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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