Alliance Wealth Advisors, LLC

Benjamin Coles is a financial advisor at Alliance Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Alliance Wealth Advisors since 2016, with prior experience at TownSquare Capital, LLC and Capital Management. Coles is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, asset allocation, financial planning, and consulting. The firm uses proprietary ETF models and third-party portfolios, employs a model-driven investment approach, and manages approximately $439 million across nearly 700 client relationships.

Kobe Furness is a financial advisor at Alliance Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including package handling at United Parcel Service. Kobe has also been involved with community organizations such as Wasatch Kids Camp and Utah Reads at the University of Utah. Alliance Wealth Advisors serves individual clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a model-driven investment approach incorporating proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Jaron Munk is a financial advisor at Alliance Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TownSquare Capital, JRS Wealth Management, and Allegis Investment Advisors. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, asset allocation, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a variety of analytical methods, managing approximately $439 million across nearly 700 client relationships.

James Van Leeuwen is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 designation and two years of experience in the industry. Prior to joining Alliance Wealth Advisors, he worked at America First Credit Union for five years and held positions in various other organizations, including Deseret Book and The Church of Jesus Christ of Latter-day Saints. He also holds a role as a resident producer for life and health insurance. Alliance Wealth Advisors serves individual clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Jessica Ellis is a Series 65 credentialed advisor with Alliance Wealth Advisors, LLC and has been active in the financial industry since 2023. She has held positions at several firms, including Adams Wealth Advisors and Charles Schwab. Alliance Wealth Advisors serves individual, charitable, and business clients with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Paul Coles is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2009, including a recent tenure starting in 2021, and previously held positions at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of advisory services, he is an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a range of analytical methods, managing approximately $439 million across nearly 700 client relationships.

Chad Kelley is a CFP® professional with 10 years of industry experience, currently serving at Alliance Wealth Advisors, LLC. His prior experience includes roles at UMA Financial Services and Dentist Advisors. He is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Scott Hoxer is a financial advisor at Alliance Wealth Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Goldman Sachs and Townsquare Capital LLC. Outside of his advisory role, he operates as an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth, charitable, and business clients, managing approximately $439 million across nearly 700 relationships. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and analytical methods including fundamental, technical, and Modern Portfolio Theory frameworks.

Mason Page is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Mason also works as an independent insurance agent, offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a model-driven investment approach featuring proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.