The Fiduciary Alliance

Damian Lombardi is a financial advisor at The Fiduciary Alliance with nine years of industry experience. He holds the Series 65 designation and previously worked at Porter Investments, Inc. for eight years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and supervises accounts with discretionary management and third-party managers when appropriate.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Stephen Harvey is a Series 65-licensed advisor with three years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Lendmire LLC, CX Institutional, and STRATA Trust Company. The Fiduciary Alliance serves individuals, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management, estate planning support, and business-planning reviews.

James Royals Jr. is an investment advisor representative with The Fiduciary Alliance, holding Series 63 and Series 65 designations and with 27 years of industry experience. He has worked with firms including Kestra Advisory, Kestra Investment Services, Bridgeway Financial Services, and Fortune Financial Services. Royals also serves as a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis and employs third-party managers and order-management tools to deliver tailored, tax-efficient portfolio solutions.

Edgar Mclean is a financial advisor at The Fiduciary Alliance with 16 years of industry experience. He holds a Series 65 designation and previously worked for First Financial Advisors, LLC for 11 years before joining his current firm in 2018. Outside of advising, he serves as Vice President of Operations for First Financial Education Centers, a company focused on insurance software and education. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team business model.

Sheree Reeling is a financial advisor at The Fiduciary Alliance with Series 66 credentials and one year of industry experience. She previously worked at LPL Financial LLC and Washoe Wealth Advisors. Outside of finance, she has been involved with Mini Melody Makers for seven years and has experience with music-related community activities and education. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning, and risk management services.

Christopher Klein is a financial advisor at The Fiduciary Alliance with 12 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of financial advising, Klein works as a professional pilot with FlexJet, LLC and Klein Aviation Services, and volunteers with Henle Prep Workbooks, providing website design support. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and supervises accounts, including held-away and participant retirement accounts.

Matthew Keefe is a financial advisor at The Fiduciary Alliance with two years of industry experience. He holds a Series 65 designation and has worked in investment and insurance-related roles, including as an account executive at Dick Insurance Agency. He previously had a role at Play Ball LLC. The Fiduciary Alliance serves individuals, high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm uses a variety of analytical approaches and may employ third-party managers, while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Noel Swain is a CFP® with 42 years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Cambridge Investment Research Advisors, Inc. and Transamerica Financial Advisors. Outside of financial advising, he is an independent insurance agent for various companies. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm utilizes a combination of fundamental, technical, cyclical, and charting analyses, and incorporates third-party managers and tax-efficient strategies in its portfolio supervision.

William Grasty is a financial advisor with The Fiduciary Alliance in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining The Fiduciary Alliance in 2024, he spent 11 years at Lakeview Capital Partners / Bison Wealth, LLC. He is also a licensed independent insurance agent specializing in life, accident, and health insurance. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as retirement plans and other investment advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside written financial plans and estate-planning support.

Brian Dick is a financial advisor with The Fiduciary Alliance and holds a Series 65 designation. He has 18 years of industry experience and has previously worked with First Financial Advisors, LLC and operated Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. The Fiduciary Alliance serves individual and high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, and it offers discretionary portfolio management alongside estate planning and risk management reviews.

Robert Moses is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor Townsend and Kent, Inc. for 20 years before joining Purshe Kaplan Sterling Investments and Fiduciary Alliance in 2020. Outside of his advisory role, he is also involved in the sale of fixed and traditional insurance products. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a range of analytical approaches and offers the option to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Matthew Myrick is a CFP® with eight years of industry experience and currently advises clients at The Fiduciary Alliance. He previously worked at Stewardship Investments, LLC for three years and holds a role as a part-time coach for Oak Hills Christian College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a variety of analysis techniques and may use third-party managers, serving both high-net-worth clients and plan sponsors with discretionary management and ERISA 3(21) nondiscretionary services.

Kevin Dick is a financial advisor at The Fiduciary Alliance with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JMP Securities LLC, Citizens Capital Markets, Citizens Bank, and John Hancock Investments. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other investment advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside estate and business-planning support.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.