Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

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 198 near 44253

Out of 400,000+ nationwide

firm logo

Ryan O

Series 66

Strongsville, OH

Fidelity

Ryan O'Malley is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual circumstances. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. In his role, Ryan focuses on partnering with clients to help them feel comfortable and confident as they work toward their financial goals. Outside of his professional responsibilities, he enjoys baseball, cooking and baking, family activities, fitness, golf, and traveling.

Wealth management
firm logo

Matthew A

Series 66

Brunswick, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business Financial Management Founder/Business Owner
firm logo

Jordan M

Series 66

Strongsville, OH

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner Doctor or Medical Professional
firm logo

Michael L

Series 63, Series 65

Brunswick, OH

Fidelity

Mike Leffard is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial services, having held roles such as Investment Consultant and Planning Consultant at Fidelity Investments from 2022 to 2024, as well as Financial Advisor and Premier Advisor at Citizens Securities between 2020 and 2022. Prior to that, he worked as a Senior Licensed Relationship Banker at Citizens Bank from 2016 to 2020. Mike's approach involves partnering with clients to understand their unique financial situations and providing education to help build tailored financial plans and investment strategies. He was born and raised in Northeast Ohio and is a dedicated Cleveland sports fan. Outside of work, he enjoys cooking and baking, fishing, fitness, football, hiking, and spending time with his wife and son.

Wealth management Cash flow / budgeting Parents
firm logo

Rachal T

CFP®, Series 66

Columbia Station, OH

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
firm logo

Lauri M

Series 66

Medina, OH

Edward Jones

Divorce financial planning Stock option exercise strategy General estate planning guidance Retirement income strategy
user avatar
firm logo

Daniel W

CFP®, CFA®, Series 66

Medina, OH

Edward Jones

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Planning for children with special needs Wealth management
firm logo

Nicholas D

Series 63, Series 66

Medina, OH

Fidelity

Nicholas DePalma is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He builds relationships with clients to understand their unique situations, enabling him to co-create financial plans that help clients work towards their overall financial goals. Nicholas has a progressive career at Fidelity Investments, having held roles including Investment Consultant (2020-2022), Relationship Manager (2019-2020), Investor Center Financial Representative (2018-2019), Investment Solutions Representative (2017-2018), and Financial Representative (2016-2017). This experience has provided him with a comprehensive understanding of investment and financial advisory services. Outside of his professional work, Nicholas enjoys baseball, football, golf, spending time with friends at social events, and caring for his pets.

Wealth management
firm logo

Austin M

Series 66

Medina, OH

Edward Jones

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
firm logo

Courtney W

Series 66

Medina, OH

Fidelity

Courtney Wolf is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, she focuses on helping clients understand how their financial planning affects their future and legacy, providing them with the knowledge to make informed financial decisions in everyday life. Prior to this, she worked as a Private Client Investment Associate at JP Morgan Chase from 2013 to 2021. Her professional experience encompasses client-focused financial planning and investment advisory services. Courtney's commitment lies in delivering value by enhancing clients' understanding of their financial situations and decision-making processes. Outside of her professional work, Courtney enjoys cooking and baking, participating in social events with friends, listening to music, scuba diving, and volunteering.

General retirement planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")