Alliance Wealth Management Group, LLC

Lino De Angelis is a CFP® professional with 16 years of industry experience. He has worked at Alliance Wealth Management Group, LLC since 2021 and previously spent 11 years at Global Investment Management, LLC. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a fundamental analysis and Modern Portfolio Theory-based asset allocation approach, managing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

Thomas Mccabe is a financial advisor with Alliance Wealth Management Group, LLC, holding the PFS™ and Series 66 designations and bringing 18 years of industry experience. He has been with Alliance Wealth Management Group since 2014 and also works with Purshe Kaplan Sterling Investments. Outside of advising, he serves as an adjunct professor teaching accounting at Rider University and is CEO of a holding company that advises businesses on growth strategies. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities with discretionary investment and wealth management, financial planning, and consulting services. The firm’s investment approach emphasizes fundamental analysis and asset allocation based on Modern Portfolio Theory, implementing portfolios with mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.

Hans Taenzer is a financial advisor at Alliance Wealth Management Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Alliance Wealth Management Group since 2018. Prior to that, he operated Hans J. Taenzer, CPA, LLC, providing tax preparation, tax planning, and fiduciary services. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary investment and wealth management, financial planning, and consulting, using a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios to client risk tolerance and time horizons.

Steven Linden is a financial advisor at Alliance Wealth Management Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Alliance Accounting Group, and Alliance Wealth Management Group since 2014. In addition to his advisory role, Linden is a partner at an accounting firm and is involved with a holding company advising businesses on growth strategies. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities by providing discretionary investment and wealth management, financial planning, and consulting. The firm employs a fundamental analysis and asset-allocation approach, utilizing mutual funds, ETFs, individual securities, and third-party sub-advisory services to tailor portfolios based on client risk tolerance and time horizon.

Desi Dimaio is a CFP® with nine years of industry experience, currently serving as an advisor at Alliance Wealth Management Group, LLC. Prior to joining Alliance in 2023, Desi worked at Bleakley Financial Group and LPL Financial, with earlier experience at Generali Employee Benefits and Private Advisor Group. He also has experience outside finance, having been involved with The Shannon Rose Irish Pub from 2012 to 2016. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities, offering discretionary investment and wealth management, financial planning, and consulting. The firm uses a fundamental analysis approach combined with Modern Portfolio Theory to tailor portfolios, managing accounts on a discretionary basis and employing third-party sub-advisory services to assist in implementation.

Johnathon Rosica is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Alliance Wealth Management Group, LLC since 2019 and previously held roles at McAdam Financial, Neato/Aneheuser Bush, and Eagle Energy Ltd. Outside of his advisory work, he has been involved with Five Ponds Golf Course since 2011. Alliance Wealth Management Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities, providing discretionary investment management, financial planning, and consulting. The firm’s investment process is based on fundamental analysis and Modern Portfolio Theory, utilizing a mix of mutual funds, ETFs, and individual securities tailored to client risk tolerance and time horizon.