Benjamin Coles is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT, holding a Series 65 designation with eight years of industry experience. He has worked at Alliance Wealth Advisors in multiple capacities since 2016 and previously at TownSquare Capital, LLC and Capital Management. Outside of his advisory role, he is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it employs a platform approach with TownSquare Capital to customize advice and manage accounts.

Kobe Furness is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include working at Capital Consultants Management Corporation and involvement with Utah Reads at the University of Utah. Outside of finance, he works as a package handler for United Parcel Service. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it manages accounts through a platform partnership with TownSquare Capital.

Jaron Munk is a financial advisor at Alliance Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including TownSquare Capital, ARS Investment Advisors, and Allegis Investment Advisors. He also works as an independent insurance agent offering fixed life and annuity products. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF strategies and a SMART Retirement framework, managing accounts through a platform relationship with TownSquare Capital.

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 licensed financial advisor with Alliance Wealth Advisors, LLC in Centerville, Utah, and has one year of industry experience. Her prior roles include positions at Adams Wealth Advisors, Charles Schwab, and Nibley City. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary ETF models with third-party platforms and applies a SMART Retirement framework to manage portfolio risks.

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.

Jackson Springmeyer is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at the Salt Lake Country Club and Alight Tempe. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework as part of its investment approach and operates through a third-party platform relationship with TownSquare Capital.

Alexander Lewis is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles at the Financial Wellness Center at the University of Utah and involvement with the LDS Church. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, managing accounts primarily on a discretionary basis through a platform relationship with TownSquare Capital.

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 with Alliance Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Townsquare Capital LLC, Goldman Sachs, Morgan Stanley, and UBS Financial Services. He also works as an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF strategies and a SMART Retirement framework, combining third-party model portfolios with ongoing client education and monitoring.

Taylor Dillon is a financial advisor with Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Shaw & Nielsen PC, Tanner LLC, and Traveller & Company. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, typically managing accounts on a discretionary basis through a platform relationship with TownSquare Capital.

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.