Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Kristina P

Series 65

Louisville, KY

Foundations Investment Advisors LLC

Kristina Ping is a financial advisor with Foundations Investment Advisors LLC in Louisville, KY, holding a Series 65 designation and three years of industry experience. She has worked at Foundations Investment Advisors since 2022 and previously spent eleven years at Transamerica/Monumental Life. She is also the owner and CEO of Powerful Legacy Insurance, where she offers insurance plans to clients. 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, while employing third-party sub-advisers and custodians.

ESG / Sustainable investing
user avatar
firm logo

Eric W

Series 63, Series 66

Louisville, KY

Foundations Investment Advisors LLC

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.

ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")