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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 252 near 60002

Out of 400,000+ nationwide

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Kyle K

Series 66

Kenosha, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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David L

CFP®, Series 66

Mchenry, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning General estate planning guidance Wealth management
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Robert K

CFP®, Series 66

Grayslake, IL

Fidelity

Rob Kubik is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Benefits & Planning Consultant at Fidelity Investments from 2021 to 2025, and as a Financial Consultant at the same firm from 2016 to 2021. Before joining Fidelity Investments, Rob was a Financial Advisor at Edward Jones from 2014 to 2016. Rob specializes in helping clients maximize their workplace benefits, build wealth, and plan for retirement with a focus on tax-efficient investing. He employs a holistic approach to financial planning, aiming to create intentional and well-structured financial strategies. [No information was provided regarding Rob's education, credentials, personal interests, or community involvement.]

Wealth management Retirement income strategy General retirement planning General tax planning Executive
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Gary S

Series 66

Lindenhurst, IL

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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Michael K

Series 63, Series 66

Gurnee, IL

Edward Jones

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

Series 63, Series 66

Mchenry, IL

Edward Jones

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General estate planning guidance Multi-generational wealth transfer
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Robert T

Series 66

Gurnee, IL

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Military & Veterans
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Kira C

Series 63, Series 66

Antioch, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Johnny J

Series 63, Series 66

Lake Villa, IL

Fidelity

Johnny Johnson Jr. is an Investment Consultant currently working at Fidelity Investments since 2022. He has previously held roles as a Financial Advisor at Thrivent Financial Services from 2020 to 2021, an Insurance Producer at THG Financial Strategies, LLC from 2018 to 2020, and a Personal Banker at JP Morgan Chase from 2003 to 2014. His professional experience spans financial consulting, advising, insurance, and banking. Johnny partners with individuals and families to develop personalized financial strategies tailored to their values and long-term goals. He emphasizes listening, clear communication, and building lasting relationships to assist clients in retirement planning, wealth building, and navigating financial changes. Outside of his financial career, Johnny is a former NFL and college athlete. His personal interests include fishing, football, and golf.

Wealth management Passive / index investing Active portfolio management ESG / Sustainable investing Financial Professional
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Macklin L

Series 66

Fox Lake, IL

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management Divorced Intergenerational Families
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