Raleigh, NC Falls of Neuse Road Office

Ralph Aiello is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Founders Financial Alliance since 2017 and previously held roles at WealthPLAN Partners and LPL Financial LLC. 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 ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

Don Rudolph is a financial advisor with Founders Financial Alliance, LLC, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has been with Founders Financial Alliance and LPL Financial LLC since 2016. 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 family-office style program called FlatFeeCIO that combines management, planning, and tax analysis under a flat fee.

Jeffrey Talley is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Founders Financial Alliance, Founders Wealth Advisors, and LPL Financial since 2016. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning for 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, combining asset allocation, rebalancing, and various strategies alongside third-party manager solutions.

John Billiter is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Founders Financial Alliance and LPL Financial since 2020 and previously spent nine years with UBS Financial Services. Outside of his advisory role, he is involved with Elite Wealth Management, LLC, an entity established for business and tax purposes. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related 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 ongoing portfolio monitoring, and offers a family-office style program that integrates multiple advisory services under a flat fee.

Nicholas Livecchi is a CFP® professional with 15 years of industry experience. He is currently affiliated with Founders Financial Alliance, LLC and LPL Financial, LLC, having previously worked at Bank of America and Merrill Lynch. Outside of his advisory roles, he is the author of "Finding the 'Right Fit' Financial Advisor." Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and portfolio monitoring, and offers a family-office style program that integrates multiple advisory services under a flat fee arrangement.

James Sloop is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Founders Financial Alliance since 2015 and also maintains an affiliation with LPL Financial since 2014. Outside of his advisory work, he creates content focused on electronic entertainment for platforms such as YouTube and Twitch. 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 that integrates multiple advisory services.

Tommy Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Founders Financial Alliance and LPL Financial LLC since 2014. 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 that customizes portfolios to client goals using ETFs, third-party managers, and ongoing monitoring, and offers a family-office style program under a flat fee arrangement.

Brad Pinter is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including SunTrust Investment Services and TIAA-CREF. Outside of advising, he serves as an Account Executive at Sailpoint, a technology company specializing in identity management and governance for unstructured data access. 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.

Trina Coltrain is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Founders Financial Alliance and LPL Financial since 2016. 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 ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

Ethan Porter is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding a Series 66 designation and five years of industry experience. He has worked at Founders Financial Alliance since 2017 and previously was associated with LPL Financial, LLC. Outside of his advisory role, he has a background connected to the Chapel Hill Tennis Club during his college years at Elon University. 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 client goals and manages approximately $1.18 billion in assets across a multi-advisor team.

James Batey is a financial advisor with Founders Financial Alliance, LLC in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior work includes 15 years at Valic Financial Advisors and four years at AGIA. He also works as an agent involved in non-securities insurance products. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm’s evidence-based investment approach incorporates asset allocation, periodic rebalancing, and a mix of strategies tailored to client goals and risk tolerances.