Hantz Serrao is a CFP® professional with 21 years of industry experience, currently serving at Founders Financial Alliance, LLC since 2024. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2016 to 2024. Outside of his advisory role, Serrao is involved in IT consulting through BMORE CONSULTING LLC, which he co-owns with his spouse. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and risk tolerances, combining modern portfolio theory, fundamental and technical analysis, and third-party manager solutions.

Karen Diamond is a financial advisor with Founders Financial Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, LLC, and Wells Fargo Clearing from 2016 to 2024. Outside of her advisory work, she owns and oversees a boat charter business in Sarasota, Florida. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combining various strategies and third-party manager solutions as appropriate.