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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 44685

Out of 400,000+ nationwide

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Jeffrey T

Series 63, Series 65

Akron, OH

Alpha Asset Management

Active portfolio management Concentrated stock management
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Peter L

Series 65

Akron, OH

Priority Investment Management LLC

Active portfolio management
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James M

Series 63

Canal Fulton, OH

Mundell Asset Management LLC

General retirement planning General estate planning guidance Cash flow / budgeting Income planning
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Ryan A

Series 63, Series 66

Canton, OH

Nickelplate Financial LLC

Wealth management Annuities
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Robert E

Series 65

North Canton, OH

FSC Advisors LLC

Annuities General tax planning College savings (529s, UTMA, etc.)
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Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Doctor or Medical Professional Gen X (Born 1965-1980)
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Garrett B

Series 66

Akron, OH

Fortifi Capital, LLC

Options & derivatives strategies Passive / index investing Real estate investing Annuities
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Michael M

CFA®, Series 65, Series 66

Uniontown, OH

Summit Investments and Financial Planning

General retirement planning Passive / index investing Active portfolio management
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Richard M

CFP®, PFS™, Series 65

Canton, OH

Buckeye Financial Solutions, Inc.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Daniel J

CFP®, Series 66

Copley, OH

Forward Thinking Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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