Foundations Investment Advisors LLC

Michael Schessler is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at The Retirement Advantage, First Advisors National, LLC, and FedEx Corporation. Schessler is also the founder of Sustainable Retirement Solutions, an insurance and investment-related practice based in Union City, NJ. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers and operates through a large network of affiliated offices and licensed representatives.

Angela Winstead is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. She holds a Series 65 designation and has worked at several firms, including Compass Retirement LLC and AE Wealth Management LLC. Outside of her advisory role, she is a co-founder of RetireSimply, where she is involved in insurance sales and services. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers and operates through a large network of affiliated offices and licensed representatives.

Christopher Zollo is a Series 66-licensed financial advisor at Foundations Investment Advisors LLC with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Foundations Investment Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm offers portfolio management, financial planning, and educational workshops through a network of affiliated offices, using model allocations and third-party sub-advisers.

Matthew Dages is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. He is the owner and founder of Bright Wealth Management, a finance and insurance business based in Phoenix, AZ. Prior to his current roles, he worked at Pinal County, the City of La Mesa, and Progressive Insurance. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory services through a large network of affiliated offices and licensed representatives.

Desirae Martinez is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked in veterinary hospital roles at Prince William Animal Hospital and San Juan Animal Hospital. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, retirement plans, and businesses. The firm operates through a large network of affiliated offices and uses model allocations and third-party sub-advisers to manage portfolios.

Martin Rasmussen is a CFP® with 17 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2025. His prior roles include positions at AE Wealth Management, Global Financial Advisory, Global Financial Private Capital, and Rasmussen Financial Group, which he has been affiliated with since 2007. He is also appointed as an insurance agent writing life, annuities, and Medicare supplement policies through multiple companies. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm operates through a large network of affiliated offices, offering portfolio management using model allocations and third-party sub-advisers, and maintains affiliations with insurance and legal service entities.

Barbara Traylor Smith is a financial advisor with Foundations Investment Advisors LLC in San Marcos, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at WealthSource Partners, LLC and Avant Garde Advisors LLC. Smith is also the president and owner of Retirement Outfitters, LLC, an insurance agency. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm uses model allocations and third-party sub-advisers to manage portfolios and operates through a large network of affiliated offices and licensed representatives.

Galen Bargerstock Jr. is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Encompass More Asset Management LLC and Verity Investments, Inc. Outside of his advisory role, he serves as president of an insurance agency. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, retirement plans, and businesses. The firm employs model allocations and third-party sub-advisers and operates through a large network of affiliated offices and licensed representatives.

Lee Busto is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and several other companies. Outside of his advisory role, he is also an insurance agent with Magellan Financial, focusing on the sales of various insurance products. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individual investors, trusts, estates, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers and operates through a large network of affiliated offices and representatives.

Tyler Miller is a Series 65 licensed financial advisor at Foundations Investment Advisors LLC with two years of industry experience. Prior to joining Foundations, he worked at New Millennium Group and has held roles in education and sports-related organizations. He is also involved in insurance sales and assists with annuities through Pine Valley Advisors. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and offering both discretionary and non-discretionary management.

Caleb Thompson is a CFP® with five years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior experience includes roles at Sigma Planning Corporation, Thiem & McCutcheon, and Dixon Hughes Goodman LLP. Outside of his advisory work, he is president of Cove Financial Solutions, where he provides life insurance and annuity recommendations. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers and operates through a large network of affiliated offices and licensed representatives.

William Perham is a financial advisor with Foundations Investment Advisors LLC in Middleton, CT. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His previous roles include positions at VOYA Financial Advisors, Symmetry Partners, LLC, Foreside Financial Services, LLC, and LPL Enterprise. Outside of advisory services, he is also an insurance agent providing life insurance and annuity products. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios through a network of affiliated offices using model allocations and third-party sub-advisers, and it is affiliated with related financial and legal entities.

Christopher Price is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at The Vanguard Group and Asset Preservation Wealth & Tax. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm operates through a large network of affiliated offices and uses model allocations and third-party sub-advisers to manage portfolios.

Stewart Willis is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 65 credential and seven years of industry experience. He is also president and managing member of Asset Preservation Wealth & Tax and Alpha1 Tax & Wealth Management, where he provides tax, insurance, and estate planning services. Willis has been involved in financial services since 2005 through various firms, including Gateway Financial. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses. The firm operates through a large network of affiliated offices and utilizes model allocations and third-party sub-advisers to manage portfolios.

Jonathan Kirk is a Series 66 licensed advisor with Foundations Investment Advisors LLC, based in Charlotte, NC, and has seven years of industry experience. His prior roles include positions at Edward Jones, FirstBank, and Home Point Financial. He is also an Investment Adviser Representative with Foundations Investment Advisors, dedicating part of his time to trading activities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory services through a large network of affiliated offices and utilizes model allocations alongside third-party sub-advisers.