Alexander Halavazis is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His work history includes roles at Savvy, RCN & Associates LLC, BOFA Securities, Inc., Merrill, and Bank of America Securities. Outside of his advisory work, he is a part-time DJ in the Charlotte area, performing at bars, breweries, and private events. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm integrates various analytical approaches in its investment process and offers additional services such as pension consulting and digital asset management.

Graham Mull is a CFP® professional with 15 years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. He previously worked at THE Vanguard Group, Inc. for nine years and is the founder and CEO of KAGrowth Consulting, a firm providing sales and growth consulting for small and mid-sized businesses. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm uses a combination of analytical methods and model allocations, integrating digital-asset services and plan-level pension consulting across multiple offices.

Matthew Costa is a CFP® professional with seven years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms including Bestgate Wealth Advisors, LLC and RSM US LLP. Outside of investment advisory, he is an accountant and principal at RCN & Associates LLC and provides tax consulting and preparation services through MRC Financial Services, LLC. Foundation Wealth & Tax Advisors, LLC offers portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm integrates multiple analytical approaches and uses third-party managers and platforms, including services for externally held digital assets and pension consulting.