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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 249 near 55047

Out of 400,000+ nationwide

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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Andrew M

Series 66

Mahtomedi, MN

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Eric E

Series 66

White Bear Lake, MN

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Derek F

CFP®, Series 66

Stillwater, MN

Edward Jones

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Engineering Professional
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Greta F

Series 66

Stillwater, MN

Merrill

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill. She works closely with clients and their families to navigate significant financial decisions, focusing on areas such as wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta emphasizes clear communication to help clients weigh their options and make informed decisions aligned with their individual financial goals. Greta holds a Bachelor’s degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional, a credential awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Personal Investment Advisor (PIA) designation. Her professional approach combines technical knowledge with personal dedication to support clients in achieving their long-term financial objectives. Residing in her hometown of Lake Elmo, Minnesota, Greta shares her life with her husband, Joel, and their two children. Outside of her professional work, she enjoys spending time with her family, skiing, reading, and attending Iowa State Cyclones games. Her interests also include billiards, boating, music, running, watching movies, and yoga.

Wealth management Retirement income strategy Social Security optimization General estate planning guidance Trust structures (GRAT, IDGT, revocable) Married/Couples/Partners Parents
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Tanya P

CFP®, Series 66

Chisago City, MN

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management
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Jacob H

CFP®, Series 66

New Richmond, WI

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance
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Zachary B

Series 66

Scandia, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Pamela J

Series 66

White Bear Lake, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Tyson L

CFP®, Series 66

New Richmond, WI

Edward Jones

General estate planning guidance Retirement income strategy Retirement withdrawal strategies Wealth management
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