Steve O'Flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Edward Jones, Energos Investment Advisors LLC, and several retirement-focused firms. Outside of his advisory work, he is involved with Elevated Financial Management, where he meets and speaks with new prospects and clients. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a large network of investment adviser representatives.

Casey Elkins is a financial advisor with Foundations Investment Advisors LLC in Renton, WA, holding a Series 65 credential and five years of industry experience. Prior to joining Foundations in 2021, Elkins worked at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. He is also involved in fixed insurance sales, working with clients to integrate these products into their overall financial plans. 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 to a diverse client base, utilizing model portfolios and third-party sub-advisers across custodial platforms including Fidelity, Schwab, and Pershing.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and 5 years of industry experience. He has worked at Foundations Investment Advisors since 2021, following a one-year tenure at Elevated Capital Advisors, and has operated his own advisory practice, Mark A. Stimpson and Associates, since 1980. In addition to his advisory work, he is involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 representatives using tailored asset allocations and a variety of investment products.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Wayfinding Financial, Goldbloom Wealth Management, and CUNA Brokerage Services. Roth is also the owner of CBR Investment Advisors, LLC, a business focused on assisting clients with life insurance and annuity needs. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 advisors.