Thomas Foglia III is a financial advisor at JFS Wealth Advisors, LLC with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining JFS Wealth Advisors in 2021, he spent 14 years at Integer Wealth Advisors Group, LLC, and 15 years with TAF Associates, LLC/IWA Group, LLC. JFS Wealth Advisors is a multi-team registered investment adviser that provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal governments. The firm uses a client-specific Financial Goal Plan supported by an internal Investment Committee and employs Modern Portfolio Theory to guide portfolio allocations.

Adam Etzel is a financial advisor at JFS Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank for three years. His background also includes roles at Elon University and Elon University School of Law. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm employs a Financial Goal Plan process combined with Modern Portfolio Theory and offers a range of services including continuous investment management, retirement plan fiduciary services, tax preparation, and access to private investment funds.