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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 66 near 44691

Out of 400,000+ nationwide

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Kelly U

Series 63, Series 66

Doylestown, OH

Fidelity

Kelly Uber is the Vice President and Branch Leader at Fidelity Investments, a position held since 2024. In this role, Kelly leads a team of financial professionals focused on addressing client needs and ensuring clients feel confident about their financial future. Prior to this, Kelly served as Assistant Branch Leader at Fidelity Investments from 2022 to 2024 and held roles as Planning Consultant at Fidelity Investments from 2020 to 2022, Investment Center Consultant at Key Investment Services from 2018 to 2020, and Premier Relationship Manager at Citizens Bank from 2015 to 2018. Kelly's professional experience spans various positions in financial services, emphasizing client-focused strategies and team leadership. Outside of work, Kelly has interests in baseball, board games, parenthood, puzzles, and traveling.

Wealth management
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Loni W

Series 66

Dalton, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning
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David W

Series 66

Wooster, OH

Winner Wealth Management

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Jason B

CFP®, CFA®

Smithville, OH

New Legacy Financial Group, LLC

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Bradley F

Series 66

Wooster, OH

Fike Advisors, LLC

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Andrew S

Series 65

Wooster, OH

Fike Advisors, LLC

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Cody A

Series 65

Shreve, OH

Austin Wealth Solutions

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Robert D

Series 65

Wooster, OH

Prism Wealth Management

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Matthew G

Series 66

Wooster, OH

Prism Wealth Management

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Taylor F

Series 65

Wooster, OH

Fike Advisors, LLC

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