Wealth Foundations Partners, LLC

William Bryant is a CFA® charterholder with two years of experience in the financial industry. He is currently with Wealth Foundations Partners, LLC, a firm where he has worked since 2025. Prior to this, he held roles at Oracle, Atlas Trading, Foreside Fund Services, LLC, and Thomson Horstmann & Bryant, Inc. Wealth Foundations Partners, LLC provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm uses a variety of strategies including asset allocation, options and hedging, and exposure to multiple asset classes, supported by turnkey asset management platforms and outsourced managers.

Samuel Walker is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Wealth Foundations Partners, he has worked in operations management for Royal Restrooms. Wealth Foundations Partners provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm uses a variety of strategies including asset allocation, options and hedging, and exposure to mutual funds, ETFs, and alternative investments, supported by turnkey asset management platforms and outsourced managers.

Connor Humphrey is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wealth Foundations Partners, he worked at HedgeCo Securities LLC, DriveWealth LLC, and Fidelity Investments. He is also involved in selling various types of life insurance through Ash Brokerage. Wealth Foundations Partners, LLC provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm employs a range of investment strategies including asset allocation, options, and the use of outsourced managers, operating with a team of ten advisors across multiple offices.

Michael Chapman is a Series 65 licensed advisor with five years of industry experience. He is currently with Wealth Foundations Partners, LLC and previously worked at Global View Capital Advisors, LLC. Chapman is also licensed to sell insurance products. Wealth Foundations Partners, LLC provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm employs a range of strategies including asset allocation, options and hedging, and uses turnkey asset management platforms and outsourced managers to deliver tailored investment solutions.

Tyler Fowler is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ethico, Lux Research, and Qualtrics, among others. Outside of his advisory work, he owns and operates a Turo rental car business. Wealth Foundations Partners, LLC provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm employs a range of strategies including asset allocation, options and hedging, and utilizes turnkey asset management platforms and outsourced managers to implement tailored investment solutions.

Aaron Havens is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT, holding a Series 65 credential. He has been with Wealth Foundations Partners since 2025 and has prior experience at Vivint Solar and TD Ameritrade. Outside of his advisory role, he works as a handyman with Statcast LLC doing miscellaneous house projects. Wealth Foundations Partners, LLC provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm uses a range of strategies including asset allocation, options and hedging, and access to mutual funds, ETFs, fixed income, and alternatives, supported by turnkey asset management platforms and outsourced managers.

James Gregg is a financial advisor at Wealth Foundations Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global View Capital Advisors LLC and InTouch Advisors, LLC. Outside of advisory work, Gregg manages Gregg & Associates, LLC, an accounting and tax service business. Wealth Foundations Partners, LLC is a team-based firm that provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm employs a range of investment strategies including asset allocation, options and hedging, and utilizes turnkey asset management platforms and outsourced managers to support trading and reporting.

James Atchley is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Foundations Partners, he worked at Global View Capital Management, LLC and related entities, and has a background that includes roles at Go To Technologies, General Atomics Aeronauticals, and Brigham Young University. Wealth Foundations Partners, LLC provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm uses a range of investment strategies, including asset allocation, options and hedging, and exposure to various asset classes, and supports clients through turnkey asset management platforms and outsourced managers.

Phillip Kohler is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT, holding a Series 65 designation. He has no prior industry experience but has worked as an account executive at Domo, selling software to corporations. Wealth Foundations Partners provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm employs a mix of trading strategies and asset allocation techniques, utilizing turnkey asset management platforms and outsourced managers to support its multi-office, ten-advisor team.

Joanne Chapman is a Series 65-licensed financial advisor with Wealth Foundations Partners, LLC, based in Salt Lake City, UT. She has one year of industry experience, previously working at CastleView Partners and spending over a decade at Associated Foods. Outside of advising, she is a part owner of a family holding company involved in restaurant and real estate investments. Wealth Foundations Partners, LLC offers discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm uses a mix of trading strategies, asset allocation, options, and exposure to various investment vehicles, supported by turnkey asset management platforms and outsourced managers.