Alex Perez is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Principal Securities Inc, Principal Life Insurance Company, and OFG Financial Services, Inc., and he is the owner of Spectrum Advisory Group, LLC. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and engages third-party sub-advisers and custodians to support its investment strategies.

Janice Wong is a financial advisor with Foundations Investment Advisors LLC in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 14 years and is concurrently involved with Huey Enterprises, Inc., a family-owned Chinese restaurant where she serves as a standby manager on weekends. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, employing model portfolios, a mix of analytical approaches, and utilizing third-party sub-advisers and custodians.