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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 33042

Out of 400,000+ nationwide

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Darcy W

CFP®, Series 63, Series 66

Summerland Key, FL

Intelligence Driven Advisers, LLC

Annuities Private / alternative investments Options & derivatives strategies Real estate investing Founder/Business Owner
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Michael B

ChFC®, Series 63

Ramrod Key, FL

Founders Financial Securities LLC

Business exit / sale strategy Founder/Business Owner Retired
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Todd G

Series 66

Cudjoe Key, FL

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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William R

Series 66

Summerland Key, FL

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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John G

Series 63, Series 66

Big Pine Key, FL

Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bradley M

Series 63, Series 65

Summerland Key, FL

Merrill

Bradley Mikolajczyk is a Private Wealth Advisor with nearly two decades of experience advising individuals and families on comprehensive wealth planning, estate strategy, and charitable giving. He leads the Wealth Planning and Business Development segments of MK Private Wealth. His professional focus is shaped by his upbringing in a family business, where he gained firsthand insight into the unique challenges business owners face around succession and transition. This background, combined with ongoing education, underpins his expertise in advising closely held business owners and executives on personal strategy and preparation related to business sales, mergers and acquisitions, private equity transactions, and succession planning. Bradley often serves as the "quarterback" coordinating clients’ internal and external teams of professional advisors to align complex legal, tax, and financial considerations. He also acts as the primary advisor to a select group of families represented by the firm. His client focus includes areas such as education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He earned a Bachelor of Business Administration in Finance from Eastern Michigan University. Bradley holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute™ in conjunction with The Booth School of Business at the University of Chicago. He also earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, which provides in-depth training in pre- and post-retirement planning. Additionally, Bradley maintains his Series 7, Series 31, SIE, Series 63, and Series 65 registrations. He is an active member of The Hundred Club of Detroit and the Detroit Athletic Club, and an alumnus of Orchard Lake St. Mary’s Preparatory. Bradley lives in Fenton, Michigan with his wife, Amber, and their three dogs. Outside of work, he enjoys fly-fishing, hunting, boating, adventure sports, gardening, and traveling.

Wealth management Business exit / sale strategy Business succession planning Charitable giving & philanthropy General estate planning guidance Founder/Business Owner Executive
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James S

CFP®, Series 63, Series 65

Summerland Key, FL

Edward Jones

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Jeffrey S

Series 63, Series 65

Summerland Key, FL

Morgan Stanley

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Michael W

CFP®, Series 63, Series 65

Ramrod, FL

Morgan Stanley

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