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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 71923

Out of 400,000+ nationwide

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Christopher B

CFP®, Series 63, Series 65

Arkadelphia, AR

Cornerstone Financial Consulting LLC

Christopher Brune is a CFP® certificant and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has been the principal advisor at Cornerstone Financial Consulting LLC since 2005. In addition to his advisory role, he has served as a finance professor at Ouachita Baptist University since 2009, where he also advises a student-managed investment fund. He is a minority owner of Standing Steady, LLC, a company offering a product to assist duck hunters with wader removal, and he serves as vice-chair for the Trust Investment and Investment Management Group committees at Arvest Wealth Management. Cornerstone Financial Consulting provides fee-only financial planning and asset management services to individuals and families without account minimums or commission-based products. The firm emphasizes a long-term, asset-allocation driven approach based on fundamental analysis and offers both one-time and ongoing advisory services, maintaining non-discretionary accounts where clients retain final investment decisions.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.)
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David S

CFP®, Series 66

Arkadelphia, AR

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management
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Seth C

Series 66

Arkadelphia, AR

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Financial Professional
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Andrew B

Series 66

Arkadelphia, AR

Raymond James Financial

Andrew Bell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 24 years of industry experience. He previously worked at Edward Jones from 2002 to 2021 before joining Raymond James in 2021. Bell serves as President of the Arkadelphia Public Schools Board of Education. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, institutions, and municipalities. The firm emphasizes advisory and implementation-support services, utilizing firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Susan B

Series 66

Arkadelphia, AR

Edward Jones

Retirement income strategy General estate planning guidance Business ownership considerations Planning for children with special needs Founder/Business Owner
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Jenny A

Series 66

Arkadelphia, AR

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Planning for children with special needs
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