Fred Schwendiman is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He has worked at several firms, including AE Wealth Management, Brookstone Capital Management, and Heritage Wealth Management, where he has also sold life and annuity insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and asymmetric rebalancing, to tailor investment advice.

Dallin Schwendiman is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and has worked at multiple firms including AE Wealth Management and Heritage Wealth Management. Schwendiman maintains an active role at Heritage Wealth Management focusing on investment planning and advising. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Alma Frandsen is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Heritage Wealth Management and AE Wealth Management, LLC. Outside of her advisory role, she is involved in life and annuity sales through Heritage Wealth Management. Foundations Investment Advisors provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth investors, and retirement plans, utilizing a combination of fundamental, technical, and cyclical analysis along with model portfolios and third-party sub-advisers.