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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 156 near 63390

Out of 400,000+ nationwide

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Sara F

ChFC®, Series 66

Lake St Louis, MO

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Mikayla Y

Series 66

Lake Saint Louis, MO

Fidelity

Mikayla Yeakey is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She previously worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative from 2024 to 2025. Mikayla's professional approach focuses on meaningful collaboration with clients, aiming to understand the motivations behind their financial decisions to clearly express and address their goals. She emphasizes strengthening the client-advisor relationship and introducing strategies clients may not have previously considered to foster a more informed and confident planning experience. Outside of her professional responsibilities, Mikayla has personal interests that include the beach, boating, golf, traveling, and exploring food.

General retirement planning Income planning Retirement income strategy Wealth management
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Danielle D

Series 66

Warrenton, MO

Edward Jones

General retirement planning Wealth management
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Eric K

Series 63, Series 66

Foristell, MO

Fidelity

Eric Kane is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Planning Consultant at the same firm from 2020 to 2023. In his professional capacity, Eric focuses on developing comprehensive financial plans tailored to the unique situations and goals of each client. Eric holds an Arkansas Insurance License, supporting his work in financial consulting and planning. Outside of his professional life, he enjoys spending time with his wife, daughter, and their three dogs. His personal interests include baseball, fishing, football, golf, hiking, and caring for pets.

General retirement planning Income planning Cash flow / budgeting
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Karena M

Series 66

Dardenne Prairie, MO

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Bryce S

Series 66

O Fallon, MO

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Thomas W

Series 63, Series 66

Ofallon, MO

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Jacob V

Series 63, Series 66

O Fallon, MO

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer
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Sara L

Series 66

Moscow Mills, MO

Edward Jones

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy Business ownership considerations Founder/Business Owner
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Don K

Series 63, Series 65

Wentzville, MO

Edward Jones

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