Alliance Financial

Eric Mischler is a financial advisor at Alliance Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015, in addition to roles at Visions Federal Credit Union and INVEST Financial Corporation. Mischler also provides investment advisory services through Fox Financial Inc., an independent registered investment advisor. Alliance Financial serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities by offering portfolio management, pension consulting, and financial planning. The firm employs a variety of analytical approaches and strategies and acts as the portfolio manager and sponsor of a wrap fee program while utilizing LPL-sponsored advisory programs.

Thomas Drexler is a financial advisor with Alliance Financial, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Visions Federal Credit Union, LPL Financial LLC, and Invest Financial Corporation. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, pension consulting, and financial planning services. The firm employs a variety of analytical approaches and investment strategies, including discretionary portfolio management and wrap fee programs, and utilizes LPL-sponsored advisory programs.

Stephanie Baity is a CFP® professional with 10 years of industry experience, currently serving at Alliance Financial in Wyomissing, PA. She has held roles at LPL Financial, Jacqueline L. Powell & Associates, INVEST Financial Corporation, Cetera Advisor Networks, and Orrstown Bank. Outside of her advisory work, she is involved as a poll worker in her local community. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing ongoing portfolio management, pension consulting, and financial planning. The firm uses a variety of analytical approaches and strategies, acts as portfolio manager and sponsor of a wrap fee program, and incorporates programs sponsored by LPL Financial.

Kevin Fox is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Alliance Financial, a team-based firm, and has previously worked at Visions Federal Credit Union, LPL Financial, and INVEST Financial Corporation. Fox provides investment advisory services through multiple independent advisory firms, including Fox Financial Inc. and Alliance Financial. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by offering portfolio management, pension consulting, and financial planning. The firm employs a variety of analytical approaches and investment strategies, manages accounts on discretionary and non-discretionary bases, and sponsors a wrap fee program while utilizing LPL-sponsored advisory programs.

Jacqueline Powell is a CFP® with over 40 years of experience in financial advising. She is currently with Alliance Financial, a team-based firm in Wyomissing, PA, and has held roles at LPL Financial, INVEST Financial Corporation, and operated her own advisory businesses. Alliance Financial serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses, providing portfolio management, pension consulting, and financial planning. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary account management, including acting as portfolio manager and sponsor of a wrap fee program.