Foundation Wealth & Tax Advisors, LLC

Alexander Halavazis is a financial advisor at Foundation Wealth & Tax Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America Securities, and RCN & Associates LLC. Outside of his advisory role, he DJs part-time at various venues in the Charlotte area. 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 range of analytical methods and offers services including discretionary portfolio management, participant account management, and a digital-asset diversification service called OnRamp.

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 serving at Foundation Wealth & Tax Advisors, LLC since 2022. His prior experience includes roles at Bestgate Wealth Advisors, LLC, Kram, McCarthy, Ayers & Frost, LLC, Chesapeake Partners, Citrin Cooperman, and Deloitte. Williams is the owner and manager of CJW LLC, a holding company, and a member and accountant at Kram, McCarthy, Ayers & Frost Tax Services LLC, an accounting firm. 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 employs a blend of fundamental, quantitative, technical, and modern-portfolio theory approaches, and offers services such as discretionary portfolio management and a digital-asset diversification platform called OnRamp.

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.

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 held roles at several firms including Bestgate Wealth Advisors, LLC and RSM US LLP. In addition to his advisory work, Costa is an accountant and principal at RCN & Associates LLC and owns MRC Financial Services, LLC, through which he provides tax consulting and preparation services. Foundation Wealth & Tax Advisors offers portfolio management, retirement-plan and pension consulting, and financial planning to both institutional and individual clients. The firm employs a range of analytical methods and provides services such as discretionary portfolio management and digital-asset diversification, serving a diverse client base with an emphasis on pension consulting and participant account services.