Alliance Advisory & Securities, LLC

Jon Rehurek is a CFP® with 14 years of industry experience, currently serving as an advisor at Alliance Advisory & Securities, LLC since 2015. He holds Series 63 and Series 66 registrations. Alliance Advisory & Securities, LLC provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm employs an asset-allocation driven investment approach using model portfolios that blend active managers and Dimensional funds, guided by modern portfolio theory alongside fundamental, technical, and quantitative analysis.

Jeffrey Garagliano is a financial advisor at Alliance Advisory & Securities, LLC with 26 years of industry experience. He holds the Series 66 designation and has been with the firm since 1998. Alliance Advisory & Securities, LLC provides advisory services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and trusts. The firm employs an asset-allocation driven investment approach utilizing model portfolios that combine active managers and Dimensional funds, guided by modern portfolio theory and various analytical methods.

Neil Unger is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 65 credential and four years of industry experience. His prior work includes two years at David S Reinders, Inc. and over a decade at Kaiser Permanente. Alliance Advisory & Securities, LLC provides advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm employs an asset-allocation-driven investment approach using model portfolios that blend active managers and Dimensional funds, with discretionary management and options for client-imposed investment restrictions.

Crystal Lary is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. She holds the Series 65 designation and previously worked for David S Reinders CFP for 19 years. Alliance Advisory & Securities, LLC serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm employs an asset-allocation driven investment approach using a range of model portfolios that blend active management and Dimensional funds, incorporating modern portfolio theory alongside fundamental, technical, and quantitative analysis.

Robert Knight is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Partnervest Advisory Services, LLC for 15 years and has maintained various insurance carrier roles since 2001. Outside of advisory services, he works part-time as an independent insurance agent selling Medicare plans and as a loan officer underwriting home loans. Alliance Advisory & Securities, LLC serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm employs an asset-allocation-driven investment approach using model portfolios that combine active managers and Dimensional funds, managed primarily on a discretionary basis with periodic rebalancing and client-imposed investment restrictions.

Hoby Pearce is a CFP® professional with 25 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2009. He holds Series 63 and Series 65 licenses and acts as a general partner for an investment-related entity established for accounting purposes. Alliance Advisory & Securities, LLC provides advisory services to individuals, pension plans, charitable organizations, and trusts, using an asset-allocation driven investment approach implemented through a variety of model portfolios blending active managers and Dimensional funds.

Benjamin Simonds is a CFP® professional with 14 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2011. He holds the Series 66 designation and is based in Westlake Village, CA. Alliance Advisory & Securities, LLC provides advisory services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and trusts. The firm’s investment approach centers on asset allocation using model portfolios that blend active management and Dimensional funds, guided by modern portfolio theory and various analytical methods.

Vance Lavizzo is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Alliance Advisory & Securities, Inc. since 2019 and previously spent nine years at LAC Group. Alliance Advisory & Securities, LLC serves a diverse client base including individuals, pension plans, charitable organizations, corporations, and trusts. The firm employs an asset-allocation driven investment approach using a variety of model portfolios that combine active managers and Dimensional funds, with management guided by modern portfolio theory as well as fundamental, technical, and quantitative analysis.

Emily Swan is a financial advisor at Alliance Advisory & Securities, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at David S Reinders, Inc. and Cloud & Fire. Alliance Advisory & Securities, LLC provides advisory services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and trusts. The firm employs an asset-allocation driven investment approach using model portfolios that combine active managers and Dimensional funds, guided by modern portfolio theory and various analytical methods.

Patrick Mcilrath is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Alliance Advisory & Securities and Aerie Financial Group since 2005. Outside of his advisory role, he is the owner and president of Aerie Financial Group, where he is involved in the sale of life, health, disability, and fixed annuity insurance products. Alliance Advisory & Securities, LLC serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm employs an asset-allocation driven investment approach using a variety of model portfolios that combine active managers and Dimensional funds, guided by modern portfolio theory and multiple analytic methods.

Sandra Bublitz is a financial advisor at Alliance Advisory & Securities, LLC with 43 years of industry experience. She holds a Series 65 designation and has been with Alliance Advisory & Securities, Inc. since 1991. Prior to that, she worked with IDS Life Insurance Company starting in 1982. Alliance Advisory & Securities, LLC provides advisory services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and trusts. The firm employs an asset-allocation driven investment approach using a range of model portfolios that blend active management and Dimensional funds, guided by modern portfolio theory and various analytical methods.

Liza Dela Cruz is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. She holds Series 63, 65, and 66 licenses. Prior to joining Alliance Advisory & Securities, she worked at Steelpeak Wealth and spent seven years at Doubleline Capital. Alliance Advisory & Securities, LLC serves a diverse client base including individuals, pension plans, charitable organizations, corporations, and trusts. The firm employs an asset-allocation driven investment approach using a range of model portfolios that blend active managers and Dimensional funds, with discretionary management and periodic rebalancing.

Sean Sottile is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. He holds the Series 65 designation and previously was involved with Santa Clarita Foursquare Church (DBA Crosspoint) for eleven years. Alliance Advisory & Securities, LLC provides advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm’s investment approach is asset-allocation driven and implemented through various model portfolios that blend active managers and Dimensional funds.

Christopher Tyler is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Alliance Advisory & Securities, LLC and has previously worked at Raymond James Financial Services, D. Canada Financial Group, and Davies Financial Advisors. Alliance Advisory & Securities, LLC serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm employs an asset-allocation driven investment approach using a variety of model portfolios that combine active management with Dimensional funds, guided by modern portfolio theory and multiple analytical methods.

Randall Sanada Jr. is a CFP® with 29 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 1996. He also holds a vice president position at Alliance Financial Group, Inc., where he has been involved in management and oversight since 1998. Alliance Advisory & Securities, LLC provides advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm employs an asset-allocation-driven investment approach using model portfolios that blend active management and Dimensional funds, guided by modern portfolio theory and quantitative analysis.