Thomas Beno Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wealth Watch Advisors, LLC and Cambridge Investment Research Advisors, along with operating under his own name since 2009. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and utilizes third-party sub-advisers and custodians.

Alexander Vander Henst Huerta is a financial advisor with Foundations Investment Advisors LLC based in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Capital Insight Partners, LLC, Charles Schwab, Cerritos College, YMCA, and Harbor House. 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, and offers services through a large network of affiliated offices and representatives.

Dustin Tait is a financial advisor with Foundations Investment Advisors LLC based in Atlanta, GA. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Freedom First Retirement Design, Inc., Cortez Wealth Advisors, and Ameriprise. Outside of advisory services, he owns Freedom First Retirement Design, Inc., which sells fixed and long-term care insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm uses a variety of analytical approaches and offers services through a large network of affiliated offices and representatives.

Thomas Elder is a CFP® with nine years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. He previously worked at Compass Retirement Solutions and Synergy Wealth Solutions, among other firms. Elder is also president of Elderwise Consulting LLC, where he consults on sales training program development and is the author of a book on sales training program design. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a range of investment strategies, including fundamental and technical analysis, and utilizes model portfolios with discretionary or non-discretionary authority assigned to its advisers.

Martin Dolph is a financial advisor with Foundations Investment Advisors LLC in Woodridge, Illinois, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and is also involved with American Senior Benefits as a sales manager and independent insurance agent. Foundations Investment Advisors provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Ryan Dillon is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Secured Retirement Advisors and Allianz Life Financial Services and spent 17 years with Pro Links Sports. Dillon is also involved with Fundamental Wealth Designs, LLC, an insurance sales business focused on life insurance and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, supported by a large network of affiliated advisers.

June Braithwaite is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Foundations since 2018 and Sarasota Wealth Advisory since 2015. Outside of advising, she is involved in independent insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies, utilizing a mix of analytical approaches and model portfolios delivered through a large network of affiliated representatives.

Isaiah Porter is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Virginia Beach, VA. He has one year of industry experience and prior roles at Alloy Wealth Virginia and Kenneth Porter and Company. Porter served five years in the United States Army before entering the financial services industry. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm utilizes fundamental, technical, and cyclical analysis combined with model portfolios and an asymmetric rebalancing approach.

Dane Spencer is a CFP® with four years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Noble Origin Advisory Co, Oxford Wealth Group, Beacon Financial Advisors, and Financial Synergies Wealth Advisors. 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 through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services including investment management, tax coordination, and sub-advisory arrangements.

Douglas Horne is a financial advisor at Foundations Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Outside of his advisory role, he is an independent insurance agent operating Aspen Wealth Management/Dollars and Sense Radio. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Jeremy Barnard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with Foundations since 2017. In addition to his advisory role, Barnard operates an independent insurance agency. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.

Lacey Thompson Krul is a financial advisor with Foundations Investment Advisors LLC in Stuart, FL. She holds a Series 66 designation and has three years of industry experience. Prior to joining Foundations in 2026, she worked with firms including Transce3nd LLC and e3 Consultant Group. Outside of her advisory role, she is the president and founder of Surefire Financial, where she oversees insurance advising. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Anthony Wright is a Series 65-licensed financial advisor with six years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior roles include positions at Creekmur Asset Management, Retirement Specialty Group, and Optivise Advisory Services. He is also engaged in insurance sales unrelated to his investment advisory work. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Scott Nolen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and several advisory groups, with additional involvement as an independent insurance agent and providing non-legal estate planning administrative services. He serves on the examination board of the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance aimed at improving financial literacy. 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 through a large network of affiliated offices. The firm employs a range of analytical approaches and uses model portfolios with discretionary and non-discretionary authority to manage client assets.

Christopher Williams is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been with Foundations Investment Advisors since 2026 and has prior experience with Quest Commonwealth, New York Life, and various professional sports organizations including the NCAA, American Hockey League, ECHL, and USA Hockey. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, and offers services through a broad network of affiliated offices using model portfolios and an asymmetric rebalancing strategy.

Adam Turek is a financial advisor with Foundations Investment Advisors LLC in Henderson, NV. He holds a Series 65 designation and has recently transitioned to the financial services industry after seven years of service in the United States Army and prior experience with the San Francisco Police Department. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios, an asymmetric rebalancing approach, and a combination of fundamental, technical, and cyclical analysis to tailor investment solutions.

Reed Austin is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Universal Wealth Management LLC, The Leaders Group Inc, and RMA Capital LLC. Outside of his advisory role, Reed serves as a Regional Vice President in annuity marketing services and is an investor in an e-commerce business selling products on Amazon. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm utilizes fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and they incorporate third-party sub-advisers and custodians in their investment process.

Brandon Mahogany is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Rise North Capital and served in the United States Navy. Mahogany also worked in higher education at Southern New Hampshire University. Foundations Investment Advisors LLC provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary authority arrangements.

Jonathan Spatz is a financial advisor at Foundations Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LifeWorks Advisors LLC, Brookstone Wealth Advisors LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he is involved in insurance services through ownership and management roles at Epic Income Advisors, Spatz Delmonico LLC, and Benefit Solutions Inc. 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 delivers services through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.