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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 68602

Out of 400,000+ nationwide

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Jordan M

Series 65

Columbus, NE

Modern Asset Management LLC

Jordan Mueller is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 credential and 11 years of industry experience. He has been associated with Schmeits, Mueller & Martinsen P.C. since 2015 and Samson, LLC since 2010. Outside of advisory services, Mueller is involved in several non-investment businesses, including agricultural consulting, waste water hauling, hotel ownership, and tax and bookkeeping services through his role as President of Schmeits, Mueller & Martinsen, P.C. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Jan S

Series 65

Columbus, NE

Modern Asset Management LLC

Jan Schmeits is a financial advisor with Modern Asset Management LLC in Columbus, Nebraska, holding a Series 65 license and 26 years of industry experience. He is also president and shareholder of Schmeits, Mueller & Martinsen P.C., a certified public accounting firm specializing in tax planning, preparation, and consulting. Modern Asset Management LLC provides investment supervisory services to individuals, high-net-worth clients, qualified retirement plans, charitable organizations, and corporations. The firm employs a Modern Portfolio Theory, asset-allocation approach using diversified, buy-and-hold portfolios primarily composed of no-load mutual funds and investment-grade fixed income, managing accounts on a discretionary basis.

Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Roger D

Series 63, Series 65

Columbus, NE

Geneos Wealth Management, Inc.

Roger Deal is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Geneos since 2014 and with Sequoia Wealth Partners, LLC since 2006. Outside of his advisory roles, he owns a mobile app business called Auto Maintenance Assistant LLC and is a notary. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies with continuous account monitoring and discretionary trading authority for most accounts.

ESG / Sustainable investing Options & derivatives strategies
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Brian K

Series 63, Series 65

Columbus, NE

NWF Advisory Services Inc

Brian Kozak is a financial advisor with NWF Advisory Services Inc in Columbus, Nebraska, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at The Ameriflex Group, OSAIC, Main Street Advisors, LLC, and Independent Financial Group. Outside of advisory services, he is involved with AnyTime Fitness, which he has been associated with since 2010. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform combining advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, focusing on strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
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Larry D

Series 63, Series 65

Columbus, NE

Geneos Wealth Management, Inc.

Larry Deal is a financial advisor with Geneos Wealth Management, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Geneos Wealth Management since 2014 and also has a history with Sequoia Wealth Partners dating back to 2008. Outside of his advisory role, he serves on the boards of the Yorkshire Playhouse and the Yorkshire Playhouse Foundation. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority, and provides access to both in-house managed and third-party model portfolios.

ESG / Sustainable investing Options & derivatives strategies
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Dirk B

Series 66

Columbus, NE

Ameritas Advisory Services, LLC

Dirk Bargen is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at several firms including Ameritas Investment Corp and Central Financial Services since 2008 and operates his own firm, Bargen Financial, since 2019. He also teaches basic financial planning classes through HIFE. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to 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.

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

Series 66

Columbus, NE

Commonwealth Financial Network

Robert Irby is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and over 21 years of industry experience. He has worked at Commonwealth since 2017 and previously spent 13 years at Waddell & Reed, Inc. Irby is also the sole owner of Irby Discovery LLC, an entity involved in securities, advisory, and insurance activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Megan M

Series 63, Series 65

Columbus, NE

Commonwealth Financial Network

Megan McHugh is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Commonwealth Financial Network since 2017 and previously held roles at Pathfinder Wealth Advisors and Ramada. McHugh is also the owner of McHugh & Co. LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while operating as a back-office and platform provider for affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Robert C

Series 63, Series 66

Columbus, NE

LPL Financial

Robert Cruise is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Cruise also operates Cruise & Associates, Inc., a tax preparation and accounting firm. LPL Financial serves a wide range of clients including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services 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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Linda P

Series 66

Columbus, NE

LPL Financial

Linda Price is a financial advisor with LPL Financial in Columbus, NE, holding a Series 66 designation and three years of industry experience. She previously worked at Avantax Investment Services and Avantax Advisory Services and owns Caliber Construction, Inc. Price also operates a CPA firm, Linda K Price CPA PC. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through 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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