George Kastanis is a CFP® professional with 15 years of industry experience, currently affiliated with Foundations Investment Advisors LLC since 2025. His prior roles include positions at Sound Income Strategies LLC, Belpointe Insurance, and Arbor Point Advisors. Kastanis is involved with Wings for Widows, a nonprofit organization assisting widows through the transition after losing a spouse. Foundations Investment Advisors provides financial planning and portfolio management 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, model portfolios, and an asymmetric rebalancing approach, supported by a large network of affiliated offices and third-party sub-advisers.

Scott McLean is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Foundations since 2025 and previously at Sound Income Strategies LLC, Belpointe Asset Management, LLC, and his own firm, McLean Advisory Group, LLC. Outside of advisory work, McLean is co-owner of an equestrian boarding facility and also leads McLean Tax Advisory Group LLC, which offers tax preparation and fixed insurance products. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a broad network of affiliated offices. The firm uses a variety of analytical approaches and model portfolios, incorporating third-party sub-advisers and custodians, to tailor investment advice and manage client assets.

Collin Turner is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and just beginning his career in the industry. His prior work history includes roles at Mclean Advisory Group, Planning Alliance, and experience in education at various institutions. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans, using model portfolios and an approach that combines fundamental, technical, and cyclical analysis.