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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 78 near 72104

Out of 400,000+ nationwide

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Gerald B

Series 66

Malvern, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Mark S

Series 66

Hot Springs, AR

Merrill

Mark Seitzer serves as an Associate Resident Director at Merrill Resident Director. With 21 years of experience at Merrill, including 12 years as a Senior Financial Advisor, he specializes in legacy planning, portfolio management services, and retirement income. Mark emphasizes a disciplined, long-term investment approach grounded in asset allocation, diversification, and rebalancing. He prioritizes understanding clients' financial goals to deliver personalized service and trusted advisory relationships. Mark holds a Bachelor's Degree from Henderson State University and an Associate's Degree from NPCC. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Based in Glenwood, AR, Mark resides with his wife, Christy, and their family. Outside of his professional role, he enjoys golfing, traveling, and spending time with his family.

Retirement income strategy Wealth management General estate planning guidance
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Thomas W

Series 66

Hot Springs, AR

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
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Heather S

Series 66

Malvern, AR

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Scott H

Series 66

Malvern, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management Military & Veterans
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Mitchell L

Series 66

Hot Springs, AR

Merrill

Mitchell Lowe is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Mitchell provides ongoing advice and adjusts clients' portfolios to align with evolving personal and financial circumstances. His expertise lies in helping individuals navigate the complexities of managing multiple financial priorities, including saving for college, purchasing a home, caring for elderly parents, and planning for healthcare needs. As a Personal Investment Advisor (PIA), Mitchell brings a client-focused approach that emphasizes connecting all aspects of a client’s financial life to prioritize and pursue the goals most important to them. Mitchell holds a Bachelor's Degree from Southern Arkansas University.

College savings (529s, UTMA, etc.) Elder care planning Caring for aging parents General retirement planning Wealth management
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Noah L

Series 66

Malvern, AR

Edward Jones

General retirement planning Founder/Business Owner Educators, Teachers, and Academics
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Gabriel F

CFP®, Series 66

Hot Springs, AR

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance Founder/Business Owner
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Scott B

Series 66

Hot Springs, AR

Merrill

Scott Burton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He approaches financial advising with a methodical perspective inspired by his family's three generations in the medical profession. Scott works closely with his clients to identify potential unseen risks in their financial plans and develops tailored strategies to help them pursue financial health and achieve long-term goals. He emphasizes the importance of regular reviews, or "checkups," to ensure clients remain on track. Scott's expertise includes college education planning, family wealth management, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management, small business strategies, and women and wealth. He holds a Bachelor's Degree from the University of Arkansas and has earned professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Beyond his professional role, Scott is involved in his community through memberships and leadership roles with the Greater Hot Springs Chamber of Commerce, Leadership Hot Springs, and Oaklawn Rotary Club. His personal interests include antiquing, boating, cooking, gardening, hunting, music, photography, spending time with his family, traveling, and woodworking.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy Divorce financial planning LGBTQIA Women Professionals Women's Finance
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Eric P

Series 66

Hot Springs, AR

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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