Dustin Defranco is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Founders Financial Alliance and LPL Financial since 2016. 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 individual goals and risk tolerances, combining asset allocation, rebalancing, and a mix of strategies, alongside turnkey support for advisors.

Heather De Franco is a financial advisor at Founders Financial Alliance, LLC with a Series 66 designation and one year of industry experience. Prior to entering the financial industry, she worked as a homemaker and operated a photography business for nearly a decade. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to clients’ goals and risk tolerances and offers comprehensive advisor support alongside its multi-pronged business model.

Paul Barnette is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Barnette provides investment advisory services primarily through Founders Financial Alliance. Founders Financial Alliance offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and portfolio monitoring, and provides a family-office style program under a flat fee arrangement.

Bruce Trushel is a financial advisor with Founders Financial Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, with prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

Joshua Schmalz is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at WesBanco Securities Inc and WesBanco Bank. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a flat-fee family-office style program combining multiple advisory services.

Derek Simpson is a financial advisor with Founders Financial Alliance, LLC, holding Series 66 and Series 63 credentials and seven years of industry experience. His prior experience includes positions at J.P. Morgan Securities and Unified Bank. He is also a notary for the States of West Virginia and Ohio. 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 individual goals and risk tolerances and offers additional services including retirement plan consulting and a FlatFeeCIO program combining family-office style coordination with ETF model portfolios.