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Jude Ryan Mcdonough

Advisor at Alliance Wealth Advisors, LLC — Scranton, PA

Updated today

Credentials

CFP®, Series 66

Experience

20 years

Location

Scranton, PA 18503

Alliance Wealth Advisors, LLC logo

Alliance Wealth Advisors, LLC

Team

Total advisors

6

Clients per advisor

108 Very High

Avg AUM per client

$758,697 Low

HNW client ratio

9% Very Low

About

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.

Client services

Based on Alliance Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Alliance Wealth Advisors, LLC

Business succession planning Charitable giving & philanthropy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Alliance Wealth Advisors, LLC

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.75% per year (Investment Management Program, negotiable) $0+: Up to 1.25% (Retirement Plan Consulting Program, negotiable, with minimum monthly fee of $250 per plan)

Commissions

Commissions charged for insurance products and annuities; annuities are subject to either investment management fee or commission, but not both

Other

Minimum fee: $50 per month per client relationship (Investment Management Program minimum fee); $250 per month per plan (Retirement Plan Consulting Program minimum fee) Fee-only: Financial planning fees start at $500, negotiable, may be waived or combined with investment management fee

Location

Scranton, PA

538 Biden Street, Suite 700

Scranton PA 18503

Advisors at this office

6

Most active in

Pennsylvania

Work history

20 years of industry experience

Alliance Wealth Advisors, LLC

2019 - Present • 7 years

Scranton, PA

LPL Financial

2018 - 2019 • 1 year

Scranton, PA

INVEST Financial Corp

2011 - 2018 • 7 years

Tampa, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
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Jon F

CFP®, Series 63, Series 65

Blakely, PA

Flynn Financial, LLC

Jon Flynn Sr. is a financial advisor with Flynn Financial, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Flynn Financial since 2011. Outside of his advisory work, he is co-owner of a life insurance business with his wife and serves as president of an LLC that owns his office building. Flynn Financial provides investment advisory and financial planning services to individuals and small businesses, including those sponsoring retirement plans. The firm constructs customized portfolios using a variety of analytical methods and manages accounts with strategies tailored to tax sensitivity, liquidity, and income needs.

Options & derivatives strategies College savings (529s, UTMA, etc.) Retirement income strategy
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Shane K

Series 65

Wyoming, PA

Invictus Financial Services

Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

Business sale tax planning Business succession planning
user avatar

Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
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Clare K

Series 66

Clarks Green, PA

Stone Securities Inc.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Active portfolio management Options & derivatives strategies
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Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
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