Angela Winstead is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. She has held roles at multiple firms including Compass Retirement LLC and AE Wealth Management LLC. Outside of her advisory work, she is a co-founder of RetireSimply, where she is involved in insurance sales and services. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering services through a large network of representatives and employing model portfolios with an asymmetric rebalancing approach.

Byron Jimmerson is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including NEXT Financial Group and Compass Retirement. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, offering financial planning, investment management, and related services through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Scott Winstead is a financial advisor with Foundations Investment Advisors LLC based in Plano, TX, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Compass Retirement, Inc. He is also the founder of RetireSimply, an insurance agency that sells disability, annuities, and life insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.