Foundation Wealth & Tax Advisors, LLC

Alexander Halavazis is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His previous roles include positions at Merrill, Bank of America Securities, and RCN & Associates LLC. Outside of his advisory work, he DJs part-time at bars, breweries, and parties in the Charlotte area. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a variety of analytical approaches and offers specialized services such as pension consulting and digital asset diversification.

David Staab is a financial advisor at Foundation Wealth & Tax Advisors, LLC in Annapolis, MD. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Foundation Wealth & Tax Advisors, he worked as a staff accountant for RCN & Associates. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients, including high-net-worth households. The firm employs a mix of analytical methods and offers discretionary portfolio management alongside participant account services and digital-asset diversification through its OnRamp service.

Christopher Williams is a CFP® professional with five years of industry experience, currently affiliated with Foundation Wealth & Tax Advisors, LLC since 2022. He has prior experience at Bestgate Wealth Advisors, LLC and is the owner and manager of CJW LLC, which holds the accounting firm Kram, McCarthy, Ayers & Frost LLC, where he also serves as an accountant. Foundation Wealth & Tax Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans, including high-net-worth clients. The firm employs multiple analytical approaches to investment management and offers specialized services such as pension consulting and digital asset diversification.

Allen Ayers is a CFP® professional with 16 years of experience in financial advisory services. He is currently with Choreo Partner Alliance, LLC and has held roles at Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, Integrated Wealth Concepts, and Lombardo Ayers & Company, LLC. He is also a managing partner and part owner of the accounting firm Lombardo Ayers & Company, LLC, and a partner in Kram McCarthy Ayers & Frost, LLC. Choreo Partner Alliance, LLC evaluates prospective individual and high-net-worth clients to determine if they would benefit from professional investment advisory services and refers them to affiliated advisers without managing client assets or accepting custody. The firm’s referral-based model and $0 assets under management distinguish it within the investment-manager category.

John Faggio is a CFP® with 22 years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC since 2021. He previously worked at Bestgate Wealth Advisors, LLC and has operated Faggio Financial LLC since 2004. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning services to both institutional and individual clients, including high-net-worth households. The firm uses a mix of analytical methods and documents investment objectives in client-specific policy statements, offering services such as discretionary portfolio management and digital-asset diversification through OnRamp.

Joseph Hill is a financial advisor with Foundation Wealth & Tax Advisors, LLC in Annapolis, MD, holding eight years of industry experience. He is an accountant and owner of Joseph Hill & Associates, which provides consulting services to other accounting firms and holds an interest in a former RIA. He is also a minority owner of a cosmetics business, Makeup By Judee Jo, LLC. Foundation Wealth & Tax Advisors offers portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients, including high-net-worth households. The firm employs a variety of analytical methods and provides services such as discretionary portfolio management and digital-asset diversification, while also conducting due diligence on third-party managers and platforms.

Graham Mull is a CFP® professional with 15 years of industry experience, currently serving at Foundation Wealth & Tax Advisors, LLC. Prior to joining Foundation Wealth, he worked for nine years at THE Vanguard Group, Inc. He is also the founder and CEO of KAGrowth Consulting, a sales and growth consulting firm for small and mid-sized businesses. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning services to both institutional and individual clients. The firm employs a blend of analytical methods and offers services including discretionary portfolio management and a digital-asset diversification service called OnRamp.

Scott Shively is a CFP® professional with experience in accounting and tax services, currently serving as a financial advisor at Foundation Wealth & Tax Advisors, LLC since 2025. He also holds the role of Tax Director at RCN & Associates LLC, where he provides accounting, bookkeeping, and income tax preparation services. His prior experience includes positions at Burkett, Burkett, & Burkett CPAs PA, Piedmont CPA Group PC, and Brown Edwards & Company LLP. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients, including high-net-worth households. The firm employs a blend of fundamental, quantitative, technical, and modern-portfolio theory approaches and offers specialized services such as digital-asset diversification through its OnRamp platform.

Glen Frost is a CFP® with nine years of industry experience, currently serving as an advisor at Foundation Wealth & Tax Advisors, LLC. He has held roles at several firms, including Bestgate Wealth Advisors and Court Place Advisors, and is involved in multiple accounting and tax preparation businesses. Outside of financial advising, he is a 51% partner in Maryland Crabs Delivered, a retail crab business. Foundation Wealth & Tax Advisors provides portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients. The firm employs a variety of analytical methods and incorporates third-party managers and platforms to support its investment strategies.

Matthew Costa is a CFP® professional with seven years of industry experience currently serving at Foundation Wealth & Tax Advisors, LLC. He has worked previously with firms including Bestgate Wealth Advisors, LLC and Park Avenue Securities, LLC. In addition to his advisory role, Costa is an accountant and principal at RCN & Associates LLC and owns MRC Financial Services, LLC, which provides tax consulting and preparation services and holds his interests in Bestgate Wealth Advisors and Foundation Wealth Advisors. Foundation Wealth & Tax Advisors, LLC is a registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a combination of analytical methods and may use third-party managers for implementation, integrating traditional investment management with pension consulting and digital-asset services.