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Perry R
CFP®, Series 63, Series 65
Scranton, PA
Alliance Wealth Advisors, LLC
Perry Rose is a CFP® professional with 40 years of experience in the financial industry. He has worked at firms including Morgan Stanley, Wells Fargo Clearing, and Financial Services International Corp before joining Alliance Wealth Advisors, LLC in 2017. Rose holds Series 63 and Series 65 licenses and is based in Scranton, PA. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, and retirement plans. The firm employs a goals-based financial planning process and offers discretionary investment management with risk-based strategies, option implementations, and firm-managed fixed income programs.
Michael C
Series 65
Scranton, PA
Alliance Wealth Advisors, LLC
Michael Cordaro is a financial advisor at Alliance Wealth Advisors, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Brown Brothers Harriman for five years before joining his current firm. Alliance Wealth Advisors is a team-based registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, business owners, trusts, and retirement plans. The firm employs a goals-based, comprehensive financial planning process and offers risk-based discretionary investment strategies alongside option-based strategies and a firm-managed fixed income program.
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® professional with 22 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2017 and previously held positions at Financial Services International Corp and Wells Fargo Clearing. Ross is based in Scranton, PA and holds a Series 66 license. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, and retirement plans. The firm employs a goals-based, comprehensive financial planning process and utilizes fundamental analysis along with option-based strategies and a firm-managed fixed income program to manage approximately $601 million in assets.
Douglas H
Series 63
Scranton, PA
Alliance Wealth Advisors, LLC
Douglas Holcomb is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, with 40 years of industry experience. He holds a Series 63 designation and has been with Alliance Wealth Advisors since 2017, following previous roles at FSIC and Wells Fargo Clearing. Outside of his advisory work, Holcomb serves as a trustee and holds power of attorney for family investment-related matters, and he is a board member managing recreational lake activities with Ariel Land Owners, Inc. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, business owners, trusts, and retirement plans. The firm employs a goals-based financial planning process and offers discretionary investment management using fundamental analysis, option strategies, and a fixed income program, managing approximately $601 million in assets for around 648 clients.
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