Direct booking

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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 155 near 54902

Out of 400,000+ nationwide

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Gary J

CFP®, Series 63, Series 65

Oshkosh, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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Kasey S

Series 63, Series 66

Neenah, WI

Fidelity

Kasey Sipiorski is a Financial Consultant at Fidelity Investments, a role held since 2024. Prior to this, Kasey has held various positions within Fidelity Investments, including Investment Consultant from 2023 to 2024 and High Net Worth Associate from 2022 to 2023. Kasey's career in financial advising includes experience at OneWisconsin Financial Group in 2021, Vision Financial from 2018 to 2021, and Thrivent Financial from 2015 to 2018. Kasey emphasizes a personal approach to financial consulting, focusing on understanding the unique financial situations, goals, and priorities of clients to build customized financial plans. Establishing a trusting and reliable relationship with clients at Fidelity is a key aspect of Kasey's professional philosophy. Outside of work, Kasey has interests in football, golf, kayaking, motorcycles, music, and writing.

Wealth management
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Shane Z

CFP®, ChFC®, Series 66

Neenah, WI

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Nicole R

CFP®, Series 66

Oshkosh, WI

Edward Jones

Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management LGBTQIA Newlywed/Engaged
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Darrick M

Series 63, Series 66

Neenah, WI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Jamie N

Series 66

Oshkosh, WI

Edward Jones

Retirement income strategy Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Nick J

Series 63

Oshkosh, WI

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Intergenerational Families Divorced
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Isaiah V

Series 66

Neenah, WI

Edward Jones

College savings (529s, UTMA, etc.) Wealth management General retirement planning
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Eric L

Series 66

Winneconne, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Cody K

Series 66

Oshkosh, WI

Edward Jones

College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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