Marcia Bernstein is a financial advisor with Foundations Investment Advisors LLC in Avon, CT, holding a Series 65 designation and 11 years of industry experience. She has worked at Foundations Investment Advisors since 2017 and previously at The Patriot Financial Group from 2015 to 2017. Bernstein is also self-employed as an insurance sales agent, a role she has maintained since 2000. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, 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 approach.

Trent Martin is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Thrive Wealth Group, Magellan Financial, and United Advisors. In addition to his advisory role, he is involved with Thrive Wealth Group, where he works as a financial professional offering life insurance and annuities. 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 utilizes a range of investment strategies and delivers services through a large network of affiliated offices and representatives.

Edward Botelho is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at CreativeOne Wealth, Wealth Max, Securities America, Securian Financial, Baystate Financial, and New York Life. Outside of advising, he has experience as a hockey coach and owns WealthMax Financial Group, a financial planning firm. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies, offering financial planning and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with discretionary or non-discretionary authority tailored to client needs.

Francis Hebert is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at Foundations Investment Advisors since 2017, with prior experience at Riversource Wealth Management and Summit Financial Services. He is also involved in providing fixed life insurance and annuity solutions through Summit Financial Services. 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 uses a combination of fundamental, technical, and cyclical analysis, and employs model portfolios with an asymmetric rebalancing strategy, offering a range of investment management and sub-advisory services through a large network of affiliated offices.

John Harkins Jr. is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. He is also the owner of A.E.I., LLC, a cargo securing design and analysis business serving the oil field offshore transport sector since 2006, and Harkins, LLC, which focuses on insurance and retirement strategies. At Foundations Investment Advisors, John provides financial planning and portfolio management as part of a large, multi-team firm. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory arrangements.

Jonathan Mafrice is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has one year of industry experience, including prior roles at Detroit Financial and Eyebloc LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Micheline Dagher is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. She has worked at Foundations Investment Advisors since 2018 and previously spent six years at Kelly Financial Services. Dagher also conducts insurance and annuity sales through her own firm, Dagher Financial. 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 uses a range of analytical approaches and model portfolios, offering both discretionary and non-discretionary advisory services through a large network of affiliated representatives.

Daniel Brown is a financial advisor with Foundations Investment Advisors LLC in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Edward Jones, Raymond James Financial Services, and Farmers Insurance. Foundations Investment Advisors provides financial planning and portfolio management to individual and 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, model portfolios, and an asymmetric rebalancing approach to manage investments.

Nathan Faldmo is a CFP® professional with 16 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2024. His prior experience includes roles at Fullerton Financial, Kingdom Financial Group LLC, Heritage Financial Partners, Purshe Kaplan Sterling Investments, and Stableford Capital. Foundations Investment Advisors provides 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 mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach.

Bart Gernandt is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at Wealth Watch Advisors for six years. In addition to his advisory role, he serves as president of Freedom Insurance Sales, focusing on insurance and annuity sales. Foundations Investment Advisors 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, uses model portfolios with asymmetric rebalancing, and utilizes third-party sub-advisers and custodians.

Ricardo Alliman is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He is also involved in e-commerce through an ownership interest in an online retail business selling household and health products. 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 and uses model portfolios with an asymmetric rebalancing approach.

Charles Hammond IV is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Equitable Advisors, Northwestern Mutual, and Alloy Wealth Management. Outside of his advisory roles, Hammond is also active as an insurance agent specializing in fixed annuities and life insurance. 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 mix of fundamental, technical, and cyclical analysis and offers a range of services through a large network of affiliated offices and investment adviser representatives.

Byron Jimmerson is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group and Compass Retirement. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, offering financial planning, investment management, and related services through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Coby Culpepper is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Susan Mc Bournie is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Whitney and Associates and Virtue Capital Management, LLC. Outside of her advisory role, she is an independent agent offering fixed annuities and life insurance. 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 employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Peter Hanson is a financial advisor with Foundations Investment Advisors LLC in Saco, Maine. He holds a Series 65 designation and has 10 years of industry experience, having worked at Foundations since 2016 and Combined Benefits United since 2014. Hanson also operates P T Hanson Financial and Retirement Planning, where he offers clients fixed insurance and annuity products. Foundations Investment Advisors is a registered investment adviser serving a broad client base that includes individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Michael Cunningham is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Foundations in 2025, he worked at Your Wealth Advisors, Gradient Securities, Strategic Retirement Solutions, and Bankers Life Securities. Outside of his advisory role, he is involved in insurance sales and provides non-legal estate planning administrative services through Your Wealth Advisors. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, offering financial planning and portfolio management through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in its investment process.

Dino Berri is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at LPL Financial LLC, Michigan Educational Credit Union, and multiple other financial services firms. Berri is also an independent insurance agent specializing in fixed and indexed annuity sales and life insurance. 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 employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing strategy.

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Foundations, he worked at Reliant Wealth Management and Simplicity Wealth, among other roles. He also serves as a pastor involved in community outreach and leadership at The Potter’s House Church in Indianapolis. 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 analytical approaches and uses model portfolios, third-party sub-advisers, and custodians to tailor investment solutions.

William Tatro is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. He has worked at Foundations Investment Advisors LLC and Myfedretirementwerks Insurance Services, LLC since 2021, and is president of Bass Financial Advisors, where he provides advisory services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.