Timothy Whisler is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Simplicity Wealth, LLC and USA Financial Securities. Outside of advisory work, he is the owner and independent insurance agent of The Whisler Agency and serves as an instructor for the Council of Financial Educators, a nonprofit focused on retirement education. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and integrates model portfolios with an asymmetric rebalancing strategy.

Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors 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, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Michael Lankford is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation and one year of industry experience. Prior to entering financial services, he worked for sixteen years with Hillsborough County Schools. 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 combination of fundamental, technical, and cyclical analysis and offers tailored advice through confidential client profiles and model portfolios.

Gina Mazzadra is a Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Foundations Investment Advisors LLC and also works with Fuchs Financial LLC, where she assists with retirement planning. Her prior experience includes roles at Alphastar Capital Management, Morgan Stanley, and Voya. 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 uses a combination of fundamental, technical, and cyclical analysis and employs an asymmetric rebalancing approach supported by third-party sub-advisers and custodians.

Christopher Shelton is a financial advisor with Foundations Investment Advisors LLC in Ellsworth, ME, holding a Series 65 designation and 10 years of industry experience. He has been with Foundations since 2016 and also works as an independent insurance agent offering fixed annuities, fixed insurance, and long-term care insurance solutions. Additionally, Shelton is a managing partner of Union River Associates, a commercial real estate ownership and management company. Foundations Investment Advisors, LLC 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 employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers services through a broad network of affiliated offices and investment adviser representatives.

Benjamin Fuchs is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Foundations Investment Advisors LLC and has previously held roles at AlphaStar Capital Management, LLC, and several other firms. Fuchs also manages Fuchs Financial, where he serves as an insurance agent overseeing the sale of fixed 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, using a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Jeremy Thomas is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for five years and has experience in the hospitality sector, including a role at 33 Wine Shop and Bar. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Brandon Holland is a financial advisor with Foundations Investment Advisors LLC in West Hartford, CT. He holds a Series 65 credential and has been active in the financial industry since 2023. His prior experience includes roles at Fuchs Financial and the IFS Institute, as well as positions in education at Central Connecticut State University and Bristol Central High School. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analyses and uses model portfolios with an asymmetric rebalancing approach.

Emile Dufrene III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at LifePro Asset Management, Nationwide Securities, and Simplicity Wealth, in addition to 15 years as a self-employed professional. Outside of advising, he consults with Stryde Solutions, LLC, a referral network for professional services. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base ranging from individuals to employer-sponsored retirement plans and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and incorporates third-party sub-advisers and custodians to deliver tailored investment advice.

Gordon Forgione is a financial advisor with Foundations Investment Advisors LLC in Glastonbury, CT, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior roles include positions at AE Wealth Management, Change Path LLC, and Lincoln Investment. In addition to his advisory work, he owns and operates an insurance sales business, Midstate Insurance and Financial Services, doing business as Summit Retirement Solutions. Foundations Investment Advisors provides financial planning and ongoing portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios and an asymmetric rebalancing approach.

Dennis Breier is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Foundations Investment Advisors since 2023. Prior to this, he was with Guardian Estate Solutions and FIFTH THIRD SECURITIES. Outside of his advisory work, he manages pre-planning and prepaid funeral contracts at Modell Funeral Home. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, portfolio management, and sub-advisory services through a large network of affiliated offices, utilizing fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Paige Cunningham is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Your Wealth Advisors and Strategic Retirement Solutions LLC. Additionally, she is a co-owner of Cunningham Group LLC, a family holding company involved in real estate and other business entities. Foundations Investment Advisors 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, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Jared Breedwell is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 credential and is based in Reno, NV. His prior work includes roles outside the financial industry, including at Grand Sierra Resort. Foundations Investment Advisors provides financial planning and ongoing portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach to manage investments.

Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors 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 uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Donald Chamberlin Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He is also the owner of The Chamberlin Group, through which he provides income tax planning, tax strategies, business consulting, and other professional services. Chamberlin serves as St. Louis Chapter President and instructor for the American Financial Education Alliance, a nonprofit focused on financial literacy education, and is a committee member for the National Memorial for Military Ascent. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis, utilizing model portfolios and third-party sub-advisers.

Justin Johnson is a financial advisor at Foundations Investment Advisors LLC in Phoenix, AZ, holding a Series 65 credential. He has been with Foundations since 2022. His prior work experience includes roles at Elements Massage, Skyview Networks, Infosys, and Vanguard. 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, employs model portfolios with asymmetric rebalancing, and offers various services through a large network of affiliated offices.

Anthony La Rocca is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and experience dating from 2016. His prior roles include positions at Integritel and Hermann London, as well as teaching roles at Fontbonne University and Hazelwood West High School. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm provides financial planning and portfolio management using model portfolios and a combination of fundamental, technical, and cyclical analysis.

Tanner Horstmeyer is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has four years of industry experience, including roles at Allon Planning Partners and Foundations Investment Advisors. His background also includes experience outside finance in positions at Golf Headquarters and Ruth's Chris, as well as community involvement with Youth With A Mission. Foundations Investment Advisors 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, offering tailored investment advice through model portfolios and discretionary or non-discretionary authority.

Ernest Baillargeon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at Foundations Investment Advisors and Asset Preservation Tax & Retirement Services, LLC since 2015. Baillargeon also provides insurance and annuity solutions as an independent insurance agent, focusing on tax, insurance, and estate 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 and employs a range of investment approaches, including model portfolios and sub-advisory arrangements.

Birds Horton is a financial advisor with Foundations Investment Advisors LLC and holds Series 63 and Series 65 designations, with 29 years of industry experience. His prior roles include positions at Legacy Wealth Management, Sentinel Asset Management, Cadaret, Grant & Co., and Wells Fargo Clearing. Outside of finance, he owns Linger Longer Entertainment, a wedding DJ and officiant service. 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, employing model portfolios and an asymmetric rebalancing approach.