Direct booking

firm logo

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)

Advisors near 60178

Out of 400,000+ nationwide

user avatar
firm logo

Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Phillip B

Series 65

Campton Hills, IL

Independent Investment Advisor, LLC

Options & derivatives strategies Concentrated stock management Active portfolio management Private / alternative investments Executive Founder/Business Owner
user avatar

Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Active portfolio management General tax planning
user avatar
firm logo

Josiah D

CFA®, Series 65

Malta, IL

Kisher Capital, LLC

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
firm logo

Eric S

CFP®

Malta, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980) Intergenerational Families
user avatar
firm logo

James H

Series 63, Series 65, Series 66

Peyton, CO

Kisher Capital, LLC

Factor investing / smart beta Private / alternative investments Cash flow / budgeting Founder/Business Owner Religious/faith focused
user avatar
firm logo

Christopher H

Series 66

Hampshire, IL

Wealthcare Capital Management LLC

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Matthew K

Series 65

Hampshire, IL

Simplicity wealth

Tax-loss harvesting Passive / index investing
firm logo

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
user avatar
firm logo

Brendon G

Series 63, Series 65

Sycamore, IL

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.