Alliance Wealth Management Partners LLC

Patrick Clark is a financial advisor at Alliance Wealth Management Partners LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. He is also an independent insurance agent for various companies. Alliance Wealth Management Partners LLC is a multi-advisor team serving individuals, high-net-worth clients, trusts, estates, and businesses, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes customized portfolios using diversified mutual funds and ETFs, applying fundamental and technical analysis with a generally long-term orientation.

Michael Lawson is a financial advisor at Alliance Wealth Management Partners LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., and LPL Financial LLC. Lawson is also a licensed independent insurance agent, selling commissionable insurance products. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for around 559 clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, using customized portfolios that primarily include diversified mutual funds and ETFs alongside other securities.

Kristyn Bullard is a CFP® with eight years of industry experience, currently serving as an advisor at Alliance Wealth Management Partners LLC. She previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of her advisory role, she is an independent insurance agent. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing diversified mutual funds, ETFs, individual securities, and a mix of fundamental and technical analysis.

Michael Bishop is a financial advisor with Alliance Wealth Management Partners LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes positions at Cambridge Investment Research, Inc., Cambridge Investment Research Advisors, Inc., and LPL Financial, LLC. He serves as treasurer for The Caregiver Superhero Society, a nonprofit organization. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for about 559 clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios with a long-term orientation while employing both fundamental and technical analysis.

Lori Bishop is a CFP® with 36 years of industry experience, currently serving at Alliance Wealth Management Partners LLC since 2021. Her prior experience includes roles at Cambridge Investment Research, Inc. and LPL Financial. Outside of her advisory work, she is involved in life coaching through Emerald Coaching Company and serves as Executive Director on the board of the Caregiver Superhero Society. Alliance Wealth Management Partners LLC is a multi-advisor team managing approximately $234.6 million for about 559 clients. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios using diversified mutual funds, ETFs, and other securities with a generally long-term orientation.