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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 307 near 46601

Out of 400,000+ nationwide

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Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Christian Faith Based Gen X (Born 1965-1980)
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Leo P

CFP®, Series 63, Series 66

South Bend, IN

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Michael M

Series 66

Mishawaka, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Bret F

Series 66

Mishawaka, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General retirement planning General estate planning guidance Founder/Business Owner
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Jennifer S

CFP®, Series 66

Niles, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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William S

Series 63, Series 65

South Bend, IN

Merrill

William Simon is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in addressing the financial and investment needs of high-net-worth individuals and small businesses. Since joining Merrill in 1996, he has developed expertise in areas such as divorce transition planning, education planning, family wealth management strategies, liquidity management, retirement income, and tax minimization. His approach balances a long-term investment philosophy with flexibility to accommodate clients who may prefer short-term speculative strategies. Mr. Simon holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Indiana University and an Associate's Degree from Mohawk Valley College. Committed to community involvement, he serves on the board of directors of the Scholarship Foundation of St. Joseph County and is a member of the Elkhart Noon Rotary. Originally from Lancaster, New York, William resides in Michiana with his wife, Ann, and they have three grown children.

Wealth management Retirement income strategy Business ownership considerations Business succession planning Founder/Business Owner Doctor or Medical Professional Women Professionals
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Amanda G

Series 66

Granger, IN

Edward Jones

Business ownership considerations Wealth management Business exit / sale strategy Executive Dentist Doctor or Medical Professional Founder/Business Owner Widow/Widower
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Brandon M

Series 63, Series 66

South Bend, IN

Fidelity

Brandon Muma is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He works as part of a team to develop personalized plans for clients' investment strategies and retirement goals. Prior to this role, Brandon held various positions at Fidelity Investments, including Investment Solutions Representative III, II, and I from 2023 to 2025, High Net Worth Service Representative in 2022, and Customer Relationship Advocate from 2021 to 2022. Brandon holds an Arkansas Insurance License, which supports his work in financial planning and investment consultation. Outside of his professional responsibilities, he enjoys activities such as boating, cars, fishing, lake, and swimming.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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Daniel N

Series 66

Mishawaka, IN

Edward Jones

General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Doctor or Medical Professional Professional Athlete
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Christopher A

Series 66

Buchanan, MI

Merrill

Christopher Adams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages insights from Merrill and resources from Bank of America to provide comprehensive wealth management solutions. Christopher's expertise spans various areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Michigan State University. Beyond his professional work, Christopher participates in community service through volunteering with local organizations. His personal interests include adventure sports, baseball, basketball, biking, boating, football, music, skiing, and traveling.

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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