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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 490 near 60142

Out of 400,000+ nationwide

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Lawrence G

CFP®, ChFC®, Series 66

Crystal Lake, IL

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Brian S

Series 66

Elgin, IL

Fidelity

Brian Segura is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He works with clients across various financial situations, including retirement planning, investment guidance, insurance, college planning, and long-term care considerations. He focuses on building long-term relationships with clients to ensure their financial plans meet the unique needs of their families. Prior to his current role, Brian served as an Investment Consultant at Fidelity Investments from 2023 to 2024. He has also held several positions at Merrill Lynch and Merrill Edge between 2018 and 2023, including Market Supervision Manager, Supervision Principal, Team Lead, and Financial Service Representative. His professional experience encompasses a broad range of financial services and client support. Outside of his professional work, Brian has interests in football, golf, movies, parenthood, reading, and traveling.

General retirement planning Wealth management Long-term care insurance College savings (529s, UTMA, etc.) Parents
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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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Tyler S

Series 66

Elgin, IL

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
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Brittany S

CFP®, ChFC®, Series 66

Sycamore, IL

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Military & Veterans
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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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Michael D

Series 66

Woodstock, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Founder/Business Owner
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Paul S

Series 66

Cary, IL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner
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Cambron C

Series 66

Elgin, IL

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner
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David M

Series 66

Huntley, IL

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional
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