Jay Rolfe is a Series 65-credentialed advisor at Fortress Wealth Planning with eight years of industry experience. He previously worked at HighTower Advisors, LLC and Wells Fargo Bank. Rolfe is based in Ponte Vedra Beach, FL, and has been with Fortress Wealth Planning since 2021. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm employs a Modern Portfolio Theory-based investment approach and offers a wrap-fee program, trustee and personal-representative services, and specialized technology for managing held-away accounts.

Michael Skowfoe is a financial advisor at Fortress Wealth Planning with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HighTower Securities, HighTower Advisors, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wachovia Bank. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, and retirement-plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, combining active and passive managers with tailored asset allocation and periodic rebalancing, and it offers wrap-fee programs and trustee services.

Dalton Mc Ilrath is a CFP® professional with two years of industry experience, currently serving as an advisor at Fortress Wealth Planning. He previously worked at McIlrath & Eck from 2020 to 2024 and has experience with other firms including Ward Rugh, Inc. Dalton is based in Jacksonville Beach, FL. Fortress Wealth Planning is a team-based SEC-registered firm that provides financial life management, investment management, project-based planning, and retirement-plan consulting for individuals, charitable organizations, and corporate plan sponsors. The firm employs a Modern Portfolio Theory approach with a combination of active and passive managers and manages approximately $784 million in discretionary assets.

Joshua Ali is a certified CFP® and CFA® with nine years of experience in financial advising. He has worked at Fortress Wealth Planning since 2021 and previously held roles at Hightower Advisors LLC and Wells Fargo & Company. Joshua is based in Jacksonville Beach, FL, and is part of a six-advisor team. Fortress Wealth Planning is a six-advisor firm that provides comprehensive financial life management, investment management, project-based planning, and retirement-plan consulting for individuals, charitable organizations, and corporate plan sponsors. The firm applies Modern Portfolio Theory with a focus on long-term strategic asset allocation, combining active and passive managers while offering ongoing portfolio supervision and financial plan updates.

Eileen Ortega is a financial advisor with Fortress Wealth Planning in Ponte Vedra Beach, FL, holding a Series 65 designation and eight years of industry experience. She previously worked at HighTower Advisors, LLC and Wells Fargo. Ortega occasionally provides trustee and personal representative services for clients. Fortress Wealth Planning serves individuals, charitable organizations, and employer retirement-plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm employs a Modern Portfolio Theory-based investment approach that includes tailored asset allocation, periodic rebalancing, and a mix of active and passive managers, and it offers a wrap-fee program alongside its non-wrap accounts.

Oisin Thompson is a financial advisor with Fortress Wealth Planning and holds a Series 65 credential. He has one year of industry experience, including prior work at McIlrath & Eck. Fortress Wealth Planning is an SEC-registered firm that serves individuals, charitable organizations, and corporate plan sponsors with financial life management, investment management, project-based planning, and retirement-plan consulting. The firm utilizes a Modern Portfolio Theory-based investment approach, combining active and passive managers with ongoing portfolio supervision and periodic plan updates.