Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Joseph T

Series 65

Philadelphia, PA

Foundations Investment Advisors LLC

Joseph Tigani is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with the firm since 2026 and has prior experience at Secure Money Wealth and DataAnnotation, as well as roles in academia at Rutgers University and Columbia University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and utilizes third-party sub-advisers and custodians.

ESG / Sustainable investing
user avatar
firm logo

Collin S

Series 65

St. George, UT

Foundations Investment Advisors LLC

Collin Stauffer is a financial advisor with Foundations Investment Advisors LLC in St. George, UT. He holds a Series 65 credential and has six years of industry experience. Prior to joining Foundations Investment Advisors, he worked at Teton Wealth Group, New Millennium Group, Decker Retirement Planning, and Key Bank. Outside of his advisory role, he is an insurance agent with Stauffer Retirement Planning. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis delivered through a broad network of affiliated offices and focuses on tailored advice supported by model portfolios and an asymmetric rebalancing approach.

ESG / Sustainable investing
user avatar
firm logo

William R

Series 63, Series 65

Bingham Farms, MI

Foundations Investment Advisors LLC

William Revoir is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC and Global Financial Private Capital. He also owns and operates Quest Financial, LLC, a non-investment-related business, and is involved with Quest Commonwealth, LLC, which sells life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of investment options, including structured products and alternative vehicles, supported by model portfolios and multiple third-party sub-advisers.

ESG / Sustainable investing
user avatar
firm logo

Adam F

Series 66

Brighton, MI

Foundations Investment Advisors LLC

Adam Freund is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Advisors LLC, Fusion Capital Management, Main Financial Group, AE Wealth Management, and Citizens Investment Services. Freund also serves as a financial consultant engaged in insurance sales through Main Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority given to its investment adviser representatives.

ESG / Sustainable investing
user avatar
firm logo

Thomas D

Series 65

Sarasota, FL

Foundations Investment Advisors LLC

Thomas Derenzis is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Regions Bank and Publix Supermarkets. Outside of financial advising, he works as a waiter at Bar Italia in Sarasota, FL. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of advisory and sub-advisory services through a large network of affiliated offices.

ESG / Sustainable investing
user avatar
firm logo

Jerod B

Series 66

St.Louis, MO

Foundations Investment Advisors LLC

Jerod Bland is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Clearing Services and C2P Capital Advisory Group, LLC. He is also involved with the Chamberlin Group, where he provides insurance and non-legal estate planning administrative services. Foundations Investment Advisors serves a broad client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using a combination of fundamental, technical, and cyclical analysis along with tailored client profiles and an asymmetric rebalancing approach.

ESG / Sustainable investing
user avatar
firm logo

Misty D

Series 65

Houma, LA

Foundations Investment Advisors LLC

Misty Detiveaux is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and six years of industry experience. She previously worked at Aflac and Arthur J. Gallagher & Co and co-owns Detivaux and Harkins LLC. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

ESG / Sustainable investing
user avatar
firm logo

Whitni B

Series 65

Grand Junction, CO

Foundations Investment Advisors LLC

Whitni Barnes is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles in various sectors such as beverage distribution, real estate, and behavioral health. She has experience with Tierra Antigua Realty, where she remains active. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning, portfolio management, and utilizes a mix of fundamental, technical, and cyclical analysis, often employing third-party sub-advisers and custodians.

ESG / Sustainable investing
user avatar
firm logo

Collin T

Series 65

Waretown, NJ

Foundations Investment Advisors LLC

Collin Turner is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and just beginning his career in the industry. His prior work history includes roles at Mclean Advisory Group, Planning Alliance, and experience in education at various institutions. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans, using model portfolios and an approach that combines fundamental, technical, and cyclical analysis.

ESG / Sustainable investing
user avatar
firm logo

Ryan H

Series 65

Phoenix, AZ

Foundations Investment Advisors LLC

Ryan Hanninen is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Bright Wealth Management and self-employment. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, applies model portfolios with an asymmetric rebalancing approach, and offers various advisory and sub-advisory services through a large network of affiliated offices.

ESG / Sustainable investing
user avatar
firm logo

Gaetan P

Series 65

Dora, FL

Foundations Investment Advisors LLC

Gaetan Policard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Simplicity Wealth, LLC and Wealth Watch Advisors. Policard is also president of Komit LLC, a luxury car rental business. Foundations Investment Advisors provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing strategy through a large network of affiliated advisers.

ESG / Sustainable investing
user avatar
firm logo

Brittany H

Series 65

Atlanta, GA

Foundations Investment Advisors LLC

Brittany Hagy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. She has also been affiliated with Allon Planning Partners since 2020, where she owns and operates an independent insurance agency providing insurance and annuity solutions as well as non-legal estate planning administrative services. Prior to her current roles, she worked at Malia Financial Group from 2015 to 2020. Foundations Investment Advisors LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a variety of investment strategies and utilizes model portfolios with discretionary or non-discretionary authority to its advisers.

ESG / Sustainable investing
user avatar
firm logo

Joseph B

CFP®, Series 65

Walpole, MA

Foundations Investment Advisors LLC

Joseph Baaklini is a CFP® and Series 65-registered advisor with seven years of industry experience. He has worked at Foundations Investment Advisors LLC since 2019 and previously spent five years at Pall Corporation. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, offering both discretionary and non-discretionary management through a large network of affiliated offices.

ESG / Sustainable investing
user avatar
firm logo

Dexter P

Series 63, Series 65

Decatur, GA

Foundations Investment Advisors LLC

Dexter Pierce is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. He has a background that includes work with Cook Pierce Wealth Management and United Financial Freedom. Outside of advising, he volunteers as a financial management instructor for nonprofit adult financial education organizations and serves on the board of a community action committee. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a network of affiliated offices and advisers to deliver tailored advice and portfolio management services.

ESG / Sustainable investing
user avatar
firm logo

Joseph P

Series 65

Lincoln, RI

Foundations Investment Advisors LLC

Joseph Pate is a Series 65-licensed advisor with Foundations Investment Advisors LLC, bringing three years of industry experience. He has held positions at Foundations Investment Advisors since 2023 and at Lakefront Insurance Group, LLC since 2018, where he is also owner and manager involved in health, life, and accident insurance sales. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, supported by third-party sub-advisers and custodians.

ESG / Sustainable investing
user avatar
firm logo

Giovanni F

Series 65

St. Louis, MO

Foundations Investment Advisors LLC

Giovanni Ferrara is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked with several firms, including The Chamberlin Group and C2P Capital Advisory Group. Outside of his advisory role, he provides administrative support and non-legal estate planning services, including insurance and annuity solutions, through The Chamberlin Group. Foundations Investment Advisors LLC offers financial planning and portfolio management to a wide client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.

ESG / Sustainable investing
user avatar
firm logo

Joseph Q

CFP®, Series 63, Series 65

Centennial, CO

Foundations Investment Advisors LLC

Joseph Quijano is a CFP® professional with two years of industry experience, currently serving at Foundations Investment Advisors LLC. He has also been affiliated with Eagle Financial Planning LLC since 2005. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies, employing a range of analytical approaches and utilizing third-party sub-advisers in its investment process.

ESG / Sustainable investing
user avatar
firm logo

Ken O

Series 66

Phoenix, AZ

Foundations Investment Advisors LLC

Ken Obray is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Asset Preservation Wealth and Tax, Financial Engines Advisors L.L.C., Bank of America, and Merrill. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing approach.

ESG / Sustainable investing
user avatar
firm logo

Zeid M

Series 65

Manteca, CA

Foundations Investment Advisors LLC

Zeid Muhammad is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with Foundations since 2025 and has prior experience as a contract project engineer at Progressive Global Energy since 2018. Outside of his advisory role, Zeid offers life insurance and annuities as an independent agent through InVita Financial LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach to manage investments.

ESG / Sustainable investing
user avatar
firm logo

William G

Series 65

Indianapolis, IN

Foundations Investment Advisors LLC

William Gonzales is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Gradient Advisors, Regal Investment Advisors, and Farrah Tax Group. Gonzales is also the owner of Absolute Wealth Management, LLC, where he provides financial and insurance services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a range of analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to deliver tailored investment services.

ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")