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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 54 near 54011

Out of 400,000+ nationwide

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Janice F

CFP®

Welch, MN

Couloir Wealth Advisors, Inc.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

Veterinarian Women Professionals
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Ashley L

Series 66

Red Wing, MN

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management
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Colin S

CFP®, Series 66

Red Wing, MN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy
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Hillary S

Series 66

Ellsworth, WI

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Intergenerational Families Divorced
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Jason R

Series 66

Red Wing, MN

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Early retirement planning Founder/Business Owner
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Conor S

CFP®, Series 66

Red Wing, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Kendra S

CFP®, Series 66

River Falls, WI

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management General estate planning guidance
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Benjamin W

CFP®, Series 66

Red Wing, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Founder/Business Owner
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Alysha P

Series 66

Ellsworth, WI

Fidelity

Alysha Parotti is Vice President, Wealth Planner at Fidelity, a position she has held since 2025. In this role, she focuses on forming active partnerships with clients who require advanced planning conversations and tools to address their life and legacy goals. She emphasizes clear and consistent communication and financial education as foundational elements in client relationships. Her professional experience includes roles as Financial Consultant at Fidelity from 2022 to 2025, Investment Consultant at Fidelity Investments from 2021 to 2022, Adjunct Professor of Business at the University of Northwestern - St. Paul in 2021, Associate Producer 1 at Thrivent from 2020 to 2021, and Associate Representative at Thrivent in 2020. Alysha holds a California Insurance License.

Wealth management
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Michael H

Series 66

Red Wing, MN

Edward Jones

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