Your goals. Our comprehensive plan.

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• Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes America's Top Wealth Advisors, 2017, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Drexel University, MBA with concentration in Investment Management
• University of Delaware, BS in Accounting

• CERTIFIED FINANCIAL PLANNER
• Senior Portfolio Manager
• Wealth Advisor

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Jamison A. Licausi, CERTIFIED FINANCIAL PLANNER™ has been helping clients build and preserve their wealth since 2004. FLO Wealth Management is a key player, managing over $1.5 Billion in assets. Jamison advises clients on all aspects of personal and business matters.

Jamison started his career with a municipal bond firm in Northern New Jersey. He was recruited by the Morgan Stanley Providence, RI office in 2005. Two years later, he partnered with Mark Fendrick in Cherry Hill, NJ to form the Fendrick Group that later became FLO Wealth Management.

Jamison lives in Moorestown, NJ with his wife Rachel, and children Claire, Jamison, and Jane. Jamison was a collegiate golfer and has won multiple club championships. 

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Moravian College in Bethlehem, PA, BA in Business Management

• CERTIFIED FINANCIAL PLANNER
• Senior Portfolio Manager
• Wealth Advisor

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David A. Ostrum, CFP®, has been a professional in investment banking and wealth management since 2008. He holds a Bachelor of Science in Finance from Pennsylvania State University and a Master of Business Administration from Temple University's Fox School of Business. David began his career at J.P. Morgan Chase in their investment bank, where he completed his training in London, England, specializing in foreign exchange and international equity, before advancing to the role of finance manager supporting the equity trading desk.

In 2014, David joined UBS as a wealth planning consultant with a goal of becoming a financial advisor on an industry-leading wealth management team. Today, he is an industry-recognized advisor with the FLO Wealth Management team. In this capacity, he performs a multifaceted role, collaborating closely with clients to achieve their long-term financial objectives. His expertise encompasses developing personalized investment strategies and comprehensive financial plans, providing guidance and advice for complex financial decisions.

Residing in Moorestown, NJ, David lives with his wife Lindsay and their three children: Emily, Griffin, and Austin. He is actively involved in coaching his children's sports teams and is a dedicated Philadelphia sports enthusiast. Additionally, David contributes to his community through his service as a Board Member and Finance Chairman of the Jewish Federation of Southern New Jersey and as a Board Member of the Jewish Community Foundation. He also co-chairs the Foundation’s Endowment Investment Committee. In 2023, he was honored with the Young Leadership Award from the Jewish Federation of Southern New Jersey.

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• UBS Wealth Management Director’s Council, 2024, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Temple University's Fox School of Business, MBA
• Pennsylvania State University, BS in Finance

• CERTIFIED FINANCIAL PLANNER

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• NJ
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• PA

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• ND
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• VA

Alec R. Fendrick joined the team in 2021 and has quickly become a valued member, helping clients navigate their financial journeys with confidence. He specializes in comprehensive financial planning and custom investment strategies designed to align with each client’s unique goals and life circumstances.

Working alongside his father, Alec brings a multigenerational perspective to the team. Together with their experienced colleagues, they are committed to delivering exceptional service and fostering lasting relationships built on trust and transparency.

Alec is known for his attentive, client-first approach. He takes the time to understand what truly matters to his clients—whether it's building long-term wealth, planning for retirement, or protecting assets for future generations—and crafts thoughtful, personalized solutions to help them succeed.

A lifelong resident of South Jersey, Alec lives in Cherry Hill with his wife. Outside the office, he enjoys quality time with family, staying active in the local community, and pursuing outdoor activities.

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Felipe Zegarra, CFP®, CTFA, brings a deep and well‑rounded advisory background to the FLO Wealth Management team. He began his career at Morgan Stanley in wealth management before serving as a High Net Worth Financial Advisor at Vanguard, where he guided affluent families through sophisticated investment, retirement, and wealth‑planning decisions.

Felipe joined UBS in 2025 to contribute his broad experience to a collaborative, highly-regarded advisory team. As both a CERTIFIED FINANCIAL PLANNER™ professional and Certified Trust and Fiduciary Advisor, he applies a disciplined, fiduciary‑minded approach to helping clients make informed, long‑term financial decisions.

With a thoughtful, analytical approach, Felipe works closely with clients to design strategies that align their wealth with their priorities, supporting retirement readiness, multigenerational planning, and meaningful outcomes.

Felipe lives in Riverton, NJ, with his fiancée. Outside the office, he is a dedicated Philadelphia sports fan and enjoys staying active through golf and soccer.

• CERTIFIED FINANCIAL PLANNER
• Certified Trust and Financial Advisor