Pamela Hardin is a CFP® with 23 years of experience in the financial advisory industry. She has been with Foundation Wealth Management, LLC since 2003. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profit sponsors, and institutional clients. The firm uses a Modern Portfolio Theory framework primarily through mutual funds and ETFs and serves as a 3(21) fiduciary for plan trustees and committees.

Hannah Leone is a CFP® professional with 10 years of industry experience. She has been with Foundation Wealth Management, LLC since 2011. Foundation Wealth Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals, businesses, non-profits, trustees, and investment committees. The firm uses a Modern Portfolio Theory framework and serves a diverse client base, including state and municipal government entities, managing over $660 million with a compact team of four advisors.

Patrick Mclaughlin is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Foundation Wealth Management, LLC and has previously held roles at Raymond James & Associates, Schwab Private Client Advisory, Charles Schwab & Co., and TD Ameritrade. Foundation Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm uses a Modern Portfolio Theory approach and manages approximately $593 million across a four-advisor team.

Daniel Ladd is a CFP® professional with 10 years of experience in financial advising, currently serving at Foundation Wealth Management, LLC since 2013. He is based in Clayton, MO and is part of a four-advisor team. Foundation Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, and government entities. The firm utilizes a Modern Portfolio Theory framework, managing approximately $593 million with a focus on mutual funds, ETFs, individual securities, and independent managers.