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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 68467

Out of 400,000+ nationwide

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Jerad S

CFA®, Series 66

York, NE

Primus Wealth Advisors LLC

Jerad Sorgenfrei is a CFA® charterholder and holds a Series 66 license, with 17 years of experience in the financial industry. He has worked at Primus Wealth Advisors LLC since 2018 and previously at Bedrock Investment Advisors from 2015 to 2018. Primus Wealth Advisors LLC provides discretionary asset management and fee-based financial planning to individual and high-net-worth clients. The firm focuses on tailored financial plans and long-term investment strategies, emphasizing fundamental analysis and client-specific goals without selling commissioned products.

General retirement planning Cash flow / budgeting Divorce financial planning
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Edward L

Series 66

York, NE

D.H. Hill Advisors, Inc.

Edward Larkin is a financial advisor with D.H. Hill Advisors, Inc. in York, NE, holding a Series 66 designation and 26 years of industry experience. He has been with D.H. Hill Securities, LLLP since 2016. Outside of his advisory role, Larkin is involved in farming as seasonal help on his family farm. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of investment approaches and supports independent Investment Adviser Representatives through platforms that combine committee oversight with customized portfolio management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies Founder/Business Owner Executive
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Benjamin S

Series 63, Series 65

York, NE

Ameritas Advisory Services, LLC

Benjamin Santo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with multiple firms including Envision Wealth Management, Benjamin Wealth Group, and Good Life Financial. Santo is involved in insurance sales and provides a range of securities and insurance solutions through his own Benjamin Wealth Group. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, financial planning, and retirement-plan advisory services using model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Eugene B

Series 63

York, NE

Ameritas Advisory Services, LLC

Eugene Buhman is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 35 years of industry experience. He has been affiliated with Ameritas-related entities since 1990 and is also involved with G B Financial Services, LLC and BGS Financial Strategies LLC. In addition to advisory services, he is licensed as an independent insurance agent selling fixed insurance products to individuals and small businesses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Daniel G

CFP®, Series 66

York, NE

SPC

Daniel Goodwin is a CFP® with 21 years of industry experience, currently affiliated with SPC and Parkland Securities. He has operated Goodwin Financial since 2009. In addition to his advisory work, he serves as a trustee for a family cemetery and sells fixed insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund programs.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Diego K

Series 63, Series 65

York, NE

SPC

Diego Korol Diaz is a financial advisor at SPC with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Goodwin Financial Services and Commscope, as well as academic positions at York University. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a large network of advisers managing approximately $5.66 billion in assets. The firm provides both discretionary and nondiscretionary investment management and maintains unique corporate affiliations that support a broad range of fiduciary and non-fiduciary retirement services.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Benjamin G

Series 63, Series 66

York, NE

Ameritas Advisory Services, LLC

Benjamin Garrett is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has worked in various capacities across multiple entities, including founding Benjamin Wealth Group and serving as a partner at BGS Financial Strategies LLC. Garrett is also licensed as an independent insurance agent and actively manages administrative duties for his advisory practice. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Charles T

Series 66

Henderson, NE

LPL Financial

Charles Trauger is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2020 and previously served at Securities America Advisors and Global View. Trauger is also Vice President at Cornerstone Bank in Aurora, NE. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Laurie S

Series 63, Series 66

Henderson, NE

LPL Financial

Laurie Stuhr is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Securities America Advisors and Securities America, Inc., and she has been involved with Cornerstone Bank since 2003. Outside of finance, she serves as secretary of Stuhrville Farms, Inc., a farming corporation. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Matthew K

Series 66

York, NE

Edward Jones

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