Alliance Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alliance Wealth Advisors provides discretionary investment supervisory services primarily to individual clients — including high net worth individuals — and to pension and profit‑sharing plans. The firm offers tailored investment plans and ongoing portfolio management, often implementing portfolios comprised mainly of mutual funds or by engaging third‑party money managers.
The adviser develops client-specific investment policies and asset‑allocation targets through discussions of objectives, time horizon, and risk tolerance, and uses fundamental analysis supplemented by technical, chart‑based, and cyclical considerations in security selection. Accounts are typically managed on a discretionary basis with periodic reviews, and the firm may employ LPL Financial investment models and outside managers to implement strategies.
Distinctive features disclosed in the brochure include that certain associated persons are registered representatives of LPL Financial and act as independent insurance agents, enabling them to effect securities transactions and offer insurance products for separate compensation, which the firm identifies as a potential conflict of interest. The firm also designates LPL as a preferred custodian and receives various forms of support and compensation from LPL (including production‑based payments, equity awards, and credits), and it commonly manages pooled investment vehicles such as mutual funds while sharing fees when referring clients to other investment advisers.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,250,000: 1.25% $1,250,001 - $3,000,000: 1.00% $3,000,000+: 0.75%
Main office
115 S. Washington
Carbondale IL 62901
Advisors at this office
3
Most active in
Florida · Illinois · Missouri
Also doing business as
Alliance Wealth Advisors · Alliance Wealth Management · Alliance Wealth Management LLC · Rose, Jan Jeffrey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mary S
Series 65
Carbondale, IL
Alliance Wealth Advisors
Mary Swearingen is a financial advisor at Alliance Wealth Advisors in Carbondale, IL, holding a Series 65 designation with 10 years of experience at the firm. She has been with Alliance Wealth Advisors since 2016. Alliance Wealth Advisors provides discretionary investment supervisory services primarily to individual clients, including high net worth individuals, as well as pension and profit-sharing plans. The firm offers tailored investment plans and portfolio management, often utilizing mutual funds or third-party money managers to implement client strategies.
John A
Series 66
Carbondale, IL
Alliance Wealth Advisors
John Alongi II is a financial advisor with Alliance Wealth Advisors in Carbondale, Illinois, holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial since 2008 and has been with Alliance Wealth Management LLC (doing business as Alliance Wealth Advisors) since 2019. Outside of finance, he is a partner in a family-owned Italian restaurant. Alliance Wealth Advisors provides discretionary investment supervisory services primarily to individual clients, including high net worth individuals, as well as pension and profit-sharing plans. The firm creates tailored investment plans and manages portfolios using a variety of techniques, including fundamental and technical analysis, often implementing strategies through mutual funds, third-party money managers, and LPL Financial investment models.
Bradley W
CFP®, Series 66
Carbondale, IL
Alliance Wealth Advisors
Bradley Wills is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Alliance Wealth Advisors, where he has worked since 2019, and has previous experience at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Alliance Wealth Advisors provides discretionary investment supervisory services primarily to individual clients, including high net worth individuals, as well as pension and profit-sharing plans. The firm develops client-specific investment policies and uses a combination of fundamental and technical analysis to manage portfolios, often implementing strategies through mutual funds, third-party money managers, and LPL Financial models.
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