Alexander Halavazis is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His previous roles include positions at Merrill, Bank of America Securities, and RCN & Associates LLC. Outside of his advisory work, he DJs part-time at bars, breweries, and parties in the Charlotte area. 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 employs a variety of analytical approaches and offers specialized services such as pension consulting and digital asset diversification.

Graham Mull is a CFP® professional with 15 years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. Prior to joining Foundation Wealth, he worked for nine years at THE Vanguard Group, Inc. He is also the founder and CEO of KAGrowth Consulting, a sales and growth consulting firm for small and mid-sized businesses. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning services to both institutional and individual clients. The firm employs a blend of analytical methods and offers services including discretionary portfolio management and a digital-asset diversification service called OnRamp.

Matthew Costa is a CFP® professional with seven years of industry experience currently serving at Foundation Wealth & Tax Advisors, LLC. He has worked previously with firms including Bestgate Wealth Advisors, LLC and Park Avenue Securities, LLC. In addition to his advisory role, Costa is an accountant and principal at RCN & Associates LLC and owns MRC Financial Services, LLC, which provides tax consulting and preparation services and holds his interests in Bestgate Wealth Advisors and Foundation Wealth Advisors. Foundation Wealth & Tax Advisors, LLC is a registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a combination of analytical methods and may use third-party managers for implementation, integrating traditional investment management with pension consulting and digital-asset services.