Aden Partee is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Foundations Investment Advisors LLC and Alloy Investment Management, having previously worked at JEHM Wealth & Retirement, LPL Financial, and other positions. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients through a large network of investment adviser representatives. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, and retirement-plan support using a range of investment products and third-party sub-advisers.

Marcel Kelley is a financial advisor with Foundations Investment Advisors LLC and Alloy Investment Management, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Oak Harvest Investment Services, AE Wealth Management, Gregory Ricks & Associates, and Ameriprise Financial Services. He also serves in the U.S. Coast Guard Reserves as a Maritime Enforcement Specialist. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, utilizing model portfolios, asymmetric rebalancing, and a broad set of investment products across various client types.