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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)

Advisors near 62690

Out of 400,000+ nationwide

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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® professional with 24 years of industry experience. He is the sole advisor at Bobb Financial Incorporated, an independent registered investment adviser based in Chatham, IL. His prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. He has also been involved with the RDA Financial network and Federal Consulting. Bobb Financial Incorporated provides discretionary investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as corporations and business clients. The firm primarily constructs asset-allocation portfolios using passive investment vehicles and offers educational seminars and speaking engagements to groups and the public.

Business sale tax planning Founder/Business Owner
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Andrew M

CFP®, Series 66

Virden, IL

Maynerich Financial

Andrew Maynerich is a CFP® professional with 13 years of industry experience. He is affiliated with Maynerich Financial and has worked previously at ICA Group Wealth Management, LLC and LPL Financial LLC. Outside of financial advising, he teaches tap dance classes and works as a choreographer for local theater and high schools. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, estates, corporations, and pension plans. The firm employs a comprehensive investment process that incorporates multiple analytical approaches and manages accounts primarily on a discretionary basis to align with clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Ethan T

Series 65

Virden, IL

Maynerich Financial

Ethan Thomas is a financial advisor at Maynerich Financial with one year of industry experience. He holds the Series 65 designation and has worked primarily with Maynerich Financial since 2021. Outside of his advisory role, Ethan owns and operates EFNF LLC, an online consulting business serving e-commerce and Amazon sales companies. Maynerich Financial provides portfolio management, investment analysis, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and pension plans. The firm constructs individualized investment plans and manages client accounts using a variety of analysis methods and investment vehicles tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization General tax planning Wealth management
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Chris H

Series 63, Series 65

Carlinville, IL

IPI Wealth Management, Inc.

Chris Hammann is a financial advisor with IPI Wealth Management, Inc. in Carlinville, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Investment Planners, Inc. since 1997. Outside of advising, Hammann is involved as a musician with Miles Station Music and owns a farm. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with risk-based model suites and utilizes an outsourced-agent operational model for trade execution and reporting.

ESG / Sustainable investing Retirement income strategy
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Dax C

Series 66

Chatham, IL

Ameriprise

Dax Campbell is a financial advisor with Ameriprise in Chatham, IL, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Campbell is involved in business ownership and property management activities unrelated to investment advisory services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas S

Series 63, Series 65

Virden, IL

Cetera

Thomas Stoecker is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Financial Group and Legacy Financial Group. Outside of his advisory role, Stoecker serves as Treasurer and Honor Guard Captain for the American Legion, is the Shaw's Point Township Supervisor, a member of the Macoupin County Board of Review, and chairs the Macoupin County Republican Central Committee. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with a notable integration of retirement and fiduciary services alongside its broad advisory platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Adam L

Series 63, Series 66

Chatham, IL

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Financial Professional
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Anna S

Series 66

Chatham, IL

Kestra Advisory

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David C

Series 63, Series 65

Chatham, IL

Kestra Advisory

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Steffen R

Series 66

Pawnee, IL

Thrivent Investment Management

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