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.

Brian Tepper is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Financial Advisory Associates, Lincoln Investment, and The Leaders Group, Inc. He also serves as Vice President at Detroit Financial, where he consults clients on fixed life insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios along with discretionary or non-discretionary authority assigned to its investment adviser representatives.