Alex Cal is a CFP® with six years of industry experience and is currently an advisor at Foundations Investment Advisors LLC. Prior to joining Foundations in 2023, he worked at Cetera and Travelers Insurance. Outside of his advisory role, he provides tax preparation and consulting services through his own firm and volunteers on the Plainville Aviation Commission. Foundations Investment Advisors LLC offers 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, employing model portfolios and asymmetric rebalancing to manage client assets.

Colton Garcia is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 licenses. He has recently started his career in the financial industry and has prior work experience in various sectors including the military, logistics, and retail. Foundations Investment Advisors LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and related services through a network of affiliated offices, using a mix of fundamental, technical, and cyclical analysis along with model portfolios and third-party sub-advisers.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 66 designation and has worked with several firms including Rise North Capital and Voya Financial Advisors. Outside of advising, Bayron is also active as an insurance agent at Rise North Capital. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm employs a variety of analytical approaches and utilizes model portfolios and discretionary authority assigned to its investment adviser representatives.

Tyler Washington is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Edward Jones and Newbridge Securities. Outside of his advisory work, he is also an insurance agent involved in selling fixed annuities and life insurance. 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 utilizes model portfolios and an asymmetric rebalancing strategy.

Joshua Stander is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has professional experience at Foundations Investment Advisors since 2020 and Capitol Planning Group since 2014. In addition to his advisory role, Stander is involved in the sale of various insurance products. 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 employs a range of investment strategies and works through a large network of affiliated offices and representatives.

Carol Dewey is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. She has previously worked at Perpetual Wealth Financial, Gradient Advisors, LLC, and Guardian Pointe Private Wealth Management, LLC. Dewey is also the owner of College Funding Strategies, LLC, which provides insurance and college planning services. Foundations Investment Advisors, LLC offers 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 provides services through a large network of affiliated offices.

Donovan Burnham is a financial advisor with Foundations Investment Advisors LLC, holding Series 66 and Series 65 licenses and five years of industry experience. He has worked at Foundations since 2021 and previously at Capitol Planning Group, with additional experience at Golden Empire Council. Outside of advisory work, he is also involved in insurance sales based in Sacramento, CA. 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 combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers a range of services including tax coordination and sub-advisory arrangements through a large network of affiliated representatives.

Jeremiah Skaggs is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Northwestern Mutual and Anheuser Busch. Skaggs is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at improving financial literacy. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, and offers access to a wide network of affiliated offices and sub-advisers.

Zachary Poitra is an investment advisor with Foundations Investment Advisors LLC in Colorado Springs, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining Foundations in 2025, he worked at Insight Folios from 2023 to 2025 and spent eleven years at Iglesia Del Despertar. Outside of his advisory role, he provides insurance, tax, and non-legal estate planning administrative services through Imprimis Wealth Management. Foundations Investment Advisors, LLC serves a broad client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management using tailored advice, model portfolios, and an asymmetric rebalancing approach, incorporating fundamental, technical, and cyclical analysis along with structured products and alternative investments where appropriate.

William Beyer is a Series 66-licensed advisor with Foundations Investment Advisors LLC and has eight years of industry experience. He has worked at Foundations Investment Advisors and Premium Planning Professionals since 2023 and previously spent over 15 years with Bankers Life & Casualty and its affiliated entities. Outside of his advisory role, he serves as president of Premier Planning Professionals, where he provides insurance and annuity solutions along with administrative support related to estate planning. 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 and offers tailored advice through a large network of affiliated offices and investment adviser representatives.

Garry Pakozdy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and has been involved with Chadmere Capital since 2012, where he serves as an insurance and annuities agent. Additionally, he manages Coastal Real Estate SC, LLC, overseeing property management operations. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans, utilizing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Richard Breedwell is a financial advisor with Foundations Investment Advisors LLC in Roseville, CA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been with Foundations Investment Advisors since 2016 and also operates a separate business as an insurance agent, focusing on life insurance, annuities, and long-term care insurance. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Joshua Driskill is an advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations in 2025, he worked at Sound Income Strategies LLC and maintains ongoing roles with WilLo Financial Group LLC and Rolin Insurance Services LLC, which include 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 through a large network of affiliated offices and representatives. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and a range of investment vehicles, including structured products and alternatives.

David Durham is a financial advisor with Foundations Investment Advisors LLC in Denton, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Foundations, he worked at Stander Financial and held various roles in technology and real estate firms from 2016 to 2024. He is also involved in managing client investment accounts and insurance sales through Stander Financial. 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, offering tailored advice through model portfolios and employs third-party sub-advisers and custodians.

Jeffrey Truchon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and having nine years of industry experience. He has worked at Foundations Investment Advisors since 2016 and is also affiliated with Sovereign Wealth Management, LLC, where he provides fixed annuity and life insurance solutions. 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 uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios and an asymmetric rebalancing approach to manage client assets.

Daniel Murphy is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at multiple firms, including Asset Preservation Tax & Retirement Services and Murphy Financial Solutions. Outside of his advisory role, Murphy is involved as a musician at St. Helen Catholic Church in Glendale, AZ. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to manage investments through a large network of affiliated offices.

Derek Huot is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Northern Alliance Financial and operated his own financial services business. Outside of advising, he is also an independent insurance agent, providing fixed annuity and life insurance solutions. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management utilizing model portfolios, a mix of fundamental, technical, and cyclical analysis, and third-party sub-advisers to tailor its investment approach.

Thad Wellshear is a financial advisor with Foundations Investment Advisors LLC in Topeka, KS, holding a Series 65 credential and seven years of industry experience. He has been with Foundations Investment Advisors since 2019 and concurrently operates Creative Senior Solutions, a firm active since 2003. Wellshear also serves as president of TGW Wealth Management, where he provides insurance and annuity solutions along with non-legal estate planning administrative services. Foundations Investment Advisors LLC offers 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 asymmetric rebalancing, and provides services through a wide network of affiliated offices and representatives.

Joseph Unger is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Unger is also an insurance agent licensed to sell life, health, annuity, property, and casualty insurance. Foundations Investment Advisors provides 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 employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and incorporates third-party sub-advisers and custodians in its investment approach.

Matthew King is a CFP® with 13 years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior roles include positions at Northern Alliance Financial, Gosline Retirement Planning, Triad Advisors, and Foresters Financial Services. In addition to his advisory work, he is active as an insurance producer providing life and annuity products through Magellan Financial. Foundations Investment Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.