Mohsen Khodaverdi is a financial advisor at Foundations Investment Advisors LLC with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Lion Street Advisors and Balboa Tax & Accounting Services, alongside ongoing work in personal tax 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 employs a range of analytical approaches and utilizes model portfolios and third-party sub-advisers to tailor investment strategies.

Donald Chamberlin III is a CFP® with 16 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2025. He previously worked for C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors for 14 years and has operated The Chamberlin Group, his own advisory business, since 2003. He is a board member and trustee for the Catlin Tract Homeowners Association. 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 and offers services through a large network of affiliated offices and investment adviser representatives.

James Pollack is a financial advisor with Foundations Investment Advisors LLC in Birmingham, MI. He holds a Series 65 credential and has five years of industry experience. Prior to joining Foundations in 2020, he worked at Detroit Financial and GLP and Associates. In addition to his advisory role, he is involved in insurance sales as a licensed agent in Michigan. 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 employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and offers a range of services including investment management, tax coordination, and sub-advisory arrangements.

William Voyles 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 Magellan Financial and Allianz Life Company of North America. He is also the president and founder of Fundamental Wealth Designs LLC, where he engages in life insurance and annuities sales. 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 regularly employs third-party sub-advisers and custodians to tailor investment advice.

Andrew Henward is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. He also owns and operates an insurance sales business focused on life and health insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios and sub-advisory arrangements in its investment approach.

Cameron Graham is a financial advisor with Foundations Investment Advisors LLC in Auburn, ME, holding a Series 65 credential and three years of industry experience. Prior to his current role, he worked at Northern Alliance Financial, Integrity Advisory Solutions, and Burlington Alliance Capital Management. From 2020 to 2023, he was involved in a baseball and softball training facility. Foundations Investment Advisors, LLC 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 uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing strategy, supported by a large network of affiliated offices and third-party sub-advisers.

Linda Roberts is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience. She holds a Series 65 designation and has worked at several firms including Alphastar Capital Management, Advisory Alpha, and Citizen Advisory Group. Roberts also serves as a licensed insurance agent and Regional Manager for Citizen Advisory Group, focusing on life, health insurance, and annuity sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices and investment adviser representatives. The firm employs a combination of fundamental, technical, and cyclical analysis and uses discretionary authority and model portfolios to tailor investment advice.

Glenn Cummings is a financial advisor with Foundations Investment Advisors LLC in Tampa, FL, holding a Series 65 credential and bringing nine years of industry experience. His prior roles include positions at AE Wealth Management, Horter Investment Management, and Accurate Advisory Group. Outside of his advisory work, he serves as Chapter President for the American Financial Education Alliance, a nonprofit focused on financial education. Foundations Investment Advisors provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios alongside third-party sub-advisers to tailor investment strategies.

Sylvia Yousif Matti is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Detroit Financial and GLP & Associates. In addition to her advisory work, she is involved in insurance sales as a life insurance producer with Magellan Financial. 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, model portfolios, and an asymmetric rebalancing approach, offering services through a large network of affiliated offices and investment adviser representatives.

Scott Enzor is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Foundations, he worked at Sound Income Strategies LLC and Ameritas Life Insurance Corp, among other firms. Outside of his advisory work, Enzor serves as a preacher and evangelist and is involved with a family foundation that supports pastors’ vacations. 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 and incorporates model portfolios with discretionary and non-discretionary management through a large network of affiliated advisers.

Nora Hans is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO. She holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Foundations, she was a retirement consultant at Principal Advised Services. In addition to her advisory work, she creates and sells digital planners and art on Etsy and Amazon. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a wide network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

Blake Dixon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and three years of industry experience. He previously worked at firms including Gibbs Wealth Management, AE Wealth Management, and NuVenture Financial Group. Outside of advisory services, he provides insurance sales and assists clients with non-legal estate planning administrative support through a separate business. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of analytical approaches and uses model portfolios with an asymmetric rebalancing strategy, supported by a broad network of affiliated offices and third-party sub-advisers.

Richard Roethel is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at Foundations Investment Advisors since 2015 and has been associated with 5 Wealth Management since 2006. Outside of advising, he is an independent insurance agent specializing in life and health insurance and annuities. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm provides financial planning, portfolio management, and sub-advisory services through a network of affiliated offices, employing a blend of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Martin Hensley is a financial advisor with Foundations Investment Advisors LLC in Durham, NC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His prior roles include positions at EQIS Capital Management, Capital Financial Advisory Group, J B Fitz Inc., and Brookstone Capital Management. He also engages in insurance sales through a separate business, Full Court Wealth. Foundations Investment Advisors, LLC serves individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a large network of affiliated offices, utilizing a combination of fundamental, technical, and cyclical analysis with both discretionary and non-discretionary authority assignments.

Erika James is a financial advisor with Foundations Investment Advisors LLC in Bend, OR, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with several firms, including Ameritas Life Insurance Corp., Union Central Life Insurance, and Acacia Life Insurance, and has been affiliated with Midland National since 2004 as an insurance agent. 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, utilizing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and asymmetric rebalancing.

Eric White is a financial advisor at Foundations Investment Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Spectrum Financial Alliance, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and Metlife Securities. In addition to his advisory role, he acts as an independent life insurance broker offering insurance solutions to clients. Foundations Investment Advisors 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 with a focus on model portfolios and rebalancing strategies, supporting its services with a network of affiliated offices and third-party sub-advisers.

Summer Roberts is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Foundations in 2023, she worked at AE Wealth Management, LLC for four years and has been involved with Impact Partners Financial, LLC since 2010, where she serves as CEO. Outside of advisory work, she is president and chairman of the board at Lola Business Development, Inc., and serves as a board member and treasurer for The Galloway School, a private Christian school. 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 utilizes a combination of fundamental, technical, and cyclical analysis and works with model portfolios and multiple third-party sub-advisers to deliver customized investment advice.

Erick Jimenez is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and possessing eight years of industry experience. His prior roles include positions at Asset Preservation Wealth & Tax, Kingdom Financial Group, AXA Advisors, and Edelman Financial Engines Advisors. He is also involved with Asset Preservation Tax & Retirement Services, providing insurance, tax, retirement, and financial 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 utilizes a variety of analytical methods and model portfolios to tailor investment advice through a broad network of affiliated offices and representatives.

Brian Quaranta is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Secure Money Advisors since 2010 and has been with Foundations Investment Advisors since 2019. Outside of advisory work, he is involved with Secure Money Advisors LLC, where he conducts insurance sales and client reviews. 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 and utilizes model portfolios and an asymmetric rebalancing approach in its investment management.

John Miller is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at AE Wealth Management, LLC, HFG Advisors, and has managed his own firm, JD Miller & Associates, since 2014. Miller also teaches financial planning classes through the American Financial Education Alliance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies 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, to tailor investment strategies.