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Brennan H
Series 63, Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Brennan Hammer is a financial advisor at Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Ludacka Wealth Partners. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios and an asymmetric rebalancing approach, incorporating fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.
Jeremy T
Series 63, Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Jeremy Thomas is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for five years and has experience in the hospitality sector, including a role at 33 Wine Shop and Bar. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.
Anthony L
Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Anthony La Rocca is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and experience dating from 2016. His prior roles include positions at Integritel and Hermann London, as well as teaching roles at Fontbonne University and Hazelwood West High School. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm provides financial planning and portfolio management using model portfolios and a combination of fundamental, technical, and cyclical analysis.
Brendan K
CFP®
St. Louis, MO
Foundations Investment Advisors LLC
Brendan Kelly is a CFP® certificant with three years of experience in financial advising, currently with Foundations Investment Advisors LLC. Prior to joining Foundations in 2025, he worked at C2P Capital Advisory Group, LLC and has operated an advisory business under The Chamberlin Group since 2020. Outside of his advisory work, he is a part-time high school hockey coach. Foundations Investment Advisors LLC provides financial planning and portfolio management services 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, employing model portfolios and an asymmetric rebalancing strategy, and offers services through a broad network of affiliated offices.
Ryan T
Series 63, Series 66
St.Louis, MO
Foundations Investment Advisors LLC
Ryan Turnquist is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Foundations, he worked at Vantage Point Financial and several other firms. Outside of his advisory role, he coaches youth lacrosse with Project Missouri Lacrosse. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.
Nora H
Series 63, Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Nora Hans is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and two years of industry experience. She has previously held roles at Principal Advised Services and First Command Brokerage Services, Inc. Outside of her advisory work, she creates and sells digital planners and low content journals through platforms such as Etsy and Amazon. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, offering advisory services through a wide network of affiliated offices and investment adviser representatives.
Jerod B
Series 66
St.Louis, MO
Foundations Investment Advisors LLC
Jerod Bland is a financial advisor at Foundations Investment Advisors LLC with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at Wells Fargo Clearing Services and C2P Capital Advisory Group, LLC. He is also involved with the Chamberlin Group, where he provides insurance and non-legal estate planning administrative services. Foundations Investment Advisors serves a broad client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management through a network of affiliated offices, using a combination of fundamental, technical, and cyclical analysis along with tailored client profiles and an asymmetric rebalancing approach.
Giovanni F
Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Giovanni Ferrara is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked with several firms, including The Chamberlin Group and C2P Capital Advisory Group. Outside of his advisory role, he provides administrative support and non-legal estate planning services, including insurance and annuity solutions, through The Chamberlin Group. Foundations Investment Advisors LLC offers financial planning and portfolio management to a wide client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.
Scott N
Series 63, Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Scott Nolen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and several advisory groups, with additional involvement as an independent insurance agent and providing non-legal estate planning administrative services. He serves on the examination board of the National Association of Certified Financial Fiduciaries and conducts seminars with the American Financial Education Alliance aimed at improving financial literacy. 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 through a large network of affiliated offices. The firm employs a range of analytical approaches and uses model portfolios with discretionary and non-discretionary authority to manage client assets.
Jeremiah S
Series 63, Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Jeremiah Skaggs is a financial advisor with Foundations Investment Advisors LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing three years of industry experience. Prior to his current role, he worked at Northwestern Mutual and Anheuser Busch. He is involved with the local chapter of the American Financial Education Alliance, where he conducts seminars aimed at reducing financial illiteracy. 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. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and routinely works with third-party sub-advisers and custodians.
William W
Series 63, Series 66
St. Louis, MO
Foundations Investment Advisors LLC
William Watson III is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc. and TD Ameritrade. Outside of financial advising, he is the owner of Saint Louis Cycling Components LLC, a manufacturer of bicycle parts made from steel, aluminum, and titanium. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and third-party sub-advisers to tailor investment strategies through a large network of affiliated offices and representatives.
Eric M
Series 65
St. Louis, MO
Foundations Investment Advisors LLC
Eric Meyer is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential. He has held various roles across industries including security, pharmaceuticals, and academia, beginning his advisory career in 2026. Prior to joining Foundations, he worked at The Chamberlin Group and GardaWorld Security among other organizations. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual investors, high-net-worth clients, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with asymmetric rebalancing, and offers services through a broad network of affiliated offices and advisors.
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