Alexander Halavazis is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Savvy, RCN & Associates LLC, BOFA Securities, Inc., Merrill, and Bank of America Securities. Outside of his advisory work, he is a part-time DJ in the Charlotte area, performing at bars, breweries, and private events. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm integrates various analytical approaches in its investment process and offers additional services such as pension consulting and digital asset management.

David Staab is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Annapolis, MD. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he has worked at Savvy and RCN & Associates, where he also serves as a staff accountant on a part-time basis. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals—including high-net-worth clients—corporations, and retirement plans. The firm integrates multiple analytical approaches and third-party platforms to manage investments, pension consulting, and digital-asset services from multiple offices.

Christopher Williams is a CFP® professional with five years of industry experience, currently affiliated with Foundation Wealth & Tax Advisors, LLC since 2022. He has prior experience at Bestgate Wealth Advisors, LLC and is the owner and manager of CJW LLC, which holds the accounting firm Kram, McCarthy, Ayers & Frost LLC, where he also serves as an accountant. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans, including high-net-worth clients. The firm employs multiple analytical approaches to investment management and offers specialized services such as pension consulting and digital asset diversification.

Allen Ayers is a CFP® with 16 years of industry experience. He is currently with Foundation Wealth & Tax Advisors, LLC and has held positions at several firms, including Bestgate Wealth Advisors, Integrated Wealth Concepts, and Jesup & Lamont Securities. Ayers is also a managing partner and owner of the accounting firm Lombardo Ayers & Company, LLC and a partner in Kram McCarthy Ayers & Frost, LLC. Foundation Wealth & Tax Advisors, LLC provides portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm combines multiple analytical approaches and uses third-party platforms for implementation, offering both investment management and pension consulting services with a notable integration of accounting and law business interests among its principals.

John Faggio is a CFP® with 22 years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC since 2021. He previously worked at Bestgate Wealth Advisors, LLC and has operated Faggio Financial LLC since 2004. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning services to both institutional and individual clients, including high-net-worth households. The firm uses a mix of analytical methods and documents investment objectives in client-specific policy statements, offering services such as discretionary portfolio management and digital-asset diversification through OnRamp.

Joseph Hill is a financial advisor with Foundation Wealth & Tax Advisors, LLC, holding nine years of industry experience. He is the owner of Joseph Hill & Associates, an accounting and consulting firm, and has served in advisory roles at Bestgate Wealth Advisors and Court Place Advisors. In addition to his advisory work, he maintains a partial ownership interest in Makeup By Judee Jo, LLC. Foundation Wealth & Tax Advisors, LLC provides portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a variety of analytical approaches and offers specialized services including pension consulting and digital asset diversification, operating from multiple offices with principals who have affiliated law and accounting businesses.

Graham Mull is a CFP® professional with 15 years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. He previously worked at THE Vanguard Group, Inc. for nine years and is the founder and CEO of KAGrowth Consulting, a firm providing sales and growth consulting for small and mid-sized businesses. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of analytical methods and model allocations, integrating digital-asset services and plan-level pension consulting across multiple offices.

Scott Shively is a CFP® professional with one year of experience at Foundation Wealth & Tax Advisors, LLC. He has prior experience at RCN & Associates LLC, where he also serves as Tax Director, as well as roles at Burkett, Burkett, & Burkett CPAs PA, Piedmont CPA Group PC, and Brown Edwards & Company LLP. Outside of his advisory role, he provides accounting, bookkeeping, and income tax preparation services through RCN & Associates LLC. Foundation Wealth & Tax Advisors, LLC serves individuals, corporations, and retirement plans, offering portfolio management, financial planning, pension consulting, and digital asset services. The firm uses multiple analytical approaches and third-party platforms and distinguishes itself by combining investment management with plan-level consulting and maintaining principals with outside law and accounting interests.

Glen Frost is a CFP® with nine years of industry experience, currently serving as an advisor at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms, including Bestgate Wealth Advisors and Court Place Advisors, and is involved in multiple accounting and tax preparation businesses. Outside of financial advising, he is a 51% partner in Maryland Crabs Delivered, a retail crab business. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients. The firm employs a variety of analytical methods and incorporates third-party managers and platforms to support its investment strategies.

Matthew Costa is a CFP® professional with seven years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms including Bestgate Wealth Advisors, LLC and RSM US LLP. Outside of investment advisory, he is an accountant and principal at RCN & Associates LLC and provides tax consulting and preparation services through MRC Financial Services, LLC. Foundation Wealth & Tax Advisors, LLC offers portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm integrates multiple analytical approaches and uses third-party managers and platforms, including services for externally held digital assets and pension consulting.