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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 382 near 61611

Out of 400,000+ nationwide

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Rockie Z

CFP®, EA

Peoria, IL

RP Zeigler Investment Services

Hi, my name is Rockie Zeigler III. I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning. I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (11), Murphy (9), Clarke (7) and Crosby (7). Alright, what else? I love Notre Dame football, basketball and golf. I’m also one of the foremost experts on 90's music in the Midwest. I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek. I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Think about that for a second. I'm also an Enrolled Agent with the IRS. Yes, that IRS. It's the highest credential the IRS awards. I'm a member of The XY Planning Network (obviously, I guess) which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries. Here's some more street cred: Professional licenses/designations: FINRA Series 63 (obtained in 2004) FINRA Series 66 (obtained in 2007) CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016) IRS Enrolled Agent Certificate (obtained in 2021)

Passive / index investing Active portfolio management General tax planning Young Professionals Gen X (Born 1965-1980)
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Tim D

CFP®

Morton, IL

Eagle Ridge Wealth Advisors

I'm a CERTIFIED FINANCIAL PLANNERâ„¢ serving the greater Peoria, IL area and beyond from my office in Morton, IL. My firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, tax planning, and investment management solutions to help clients organize, grow, and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places clients' best interests first.

Income planning General retirement planning General tax planning Baby Boomers (Born 1946-1964)
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Maggie K

CFP®, CPA

Morton, IL

Abundo Wealth

Hi! I'm Maggie Klokkenga, a financial planner at Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Todd O

CFP®, Series 63, Series 66

Peoria, IL

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.)
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Melinda N

ChFC®, Series 66

Peoria, IL

Edward Jones

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Alexander F

Series 66

Peoria, IL

Merrill

Alexander Friedrich is a Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2015. He is part of the Mitchell Miller Group, a team with over 100 years of combined experience, focused on comprehensive wealth management and the care and protection of their clients' financial interests. His areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Alexander holds a Bachelor's Degree from Bradley University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, Alexander is involved with several community organizations, including the Metamora Germantown Hills Rotary Club, Metamora Area Business Association (MABA), and Peoria Riverfront Association (PRA). In his personal time, he enjoys spending time with family and friends, golfing, and watching movies.

Wealth management Retirement income strategy Liquidity event planning Charitable giving & philanthropy
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Eric K

Series 66

Peoria Heights, IL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Public Service Employee
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Courtney N

ChFC®, Series 66

Morton, IL

Edward Jones

College savings (529s, UTMA, etc.) LGBTQIA Women Professionals
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Corry H

Series 66

North Pekin, IL

Edward Jones

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

Series 66

Peoria, IL

Merrill

Timothy Riggenbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2012, bringing over 25 years of experience in the finance industry. Timothy focuses on helping families and business owners reach their financial potential by offering tailored strategies that address the challenges faced by small business owners. His areas of expertise include college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Timothy holds a Bachelor's Degree from Illinois State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his advisory work, Timothy serves as the Third District Councilman in Peoria, where he leads redevelopment efforts in the Historic East Bluff. He and his wife Barbara have five children, including three adult daughters and two high school-aged sons, and have been a foster care family since 2009. In his free time, Timothy enjoys gardening, genealogy, hiking, spending time with family, traveling, amateur landscaping, and running recreationally, including participation in the Steamboat Classic each summer.

Business ownership considerations Family Business Business Financial Management College savings (529s, UTMA, etc.) Divorce financial planning Parents Mid-Career Professionals Women Professionals
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