Advisors at this firm
Perry R
CFP®, Series 63, Series 65
Scranton, PA
Alliance Wealth Advisors, LLC
Perry Rose is a CFP® professional with 39 years of industry experience, currently serving at Alliance Wealth Advisors, LLC since 2017. His prior roles include positions at Financial Services International Corp and Wells Fargo Advisors. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans, managing approximately $498 million in assets. The firm employs a goals-based planning process with customized asset allocations and risk analytics, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.
Michael C
Series 65
Scranton, PA
Alliance Wealth Advisors, LLC
Michael Cordaro is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 65 designation with five years of industry experience. He previously worked at Brown Brothers Harriman for five years before joining Alliance Wealth Advisors in 2020. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning process and offers both discretionary and non-discretionary portfolio management, incorporating risk analytics and a range of investment strategies.
Sean D
Series 66
Scranton, PA
Alliance Wealth Advisors, LLC
Sean Dempsey is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wayne Bank. Outside of finance, he has worked at Elmhurst Country Club for six years. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning approach with customized asset allocations, risk analytics, and a range of investment strategies, while also offering retirement plan consulting and investor education programs.
Jude M
CFP®, Series 66
Scranton, PA
Alliance Wealth Advisors, LLC
Jude Mcdonough is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Alliance Wealth Advisors, LLC since 2019 and previously held roles at LPL Financial LLC and INVEST Financial Corp. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based planning process and utilizes risk analytics and diverse investment strategies, including options and fixed-income portfolios, to serve its clients.
Christopher R
CFP®, Series 66
Scranton, PA
Alliance Wealth Advisors, LLC
Christopher Ross is a CFP® and Series 66 credentialed advisor with 21 years of industry experience. He has been with Alliance Wealth Advisors, LLC since 2017 and previously worked at Financial Services International Corp and Wells Fargo Advisors. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based planning process with customized asset allocations, risk analytics, and a range of strategies including option strategies and fixed-income management.
Douglas H
Series 63
Scranton, PA
Alliance Wealth Advisors, LLC
Douglas Holcomb is a financial advisor with Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member of Ariel Land Owners, Inc., managing a recreational lake. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning process with customized asset allocations and risk analytics, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.