The Fiduciary Alliance

Jordan Roberts is a financial advisor at The Fiduciary Alliance with six years of industry experience. He previously worked at UBS Financial Services and Black Cypress Capital Management. Outside of investment advising, Roberts is an attorney who drafts simple wills and assists small nonprofits with business formation, and he advises young dental professionals on practice management and legal matters. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a multi-division structure and uses a mix of fundamental, technical, cyclical, and charting analyses to guide investment decisions.

Damian Lombardi is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Porter Investments, Inc. for eight years. 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 uses a client-specific investment approach combining fundamental, technical, cyclical, and charting analyses and operates a multi-division network of investment advisor representatives.

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 financial advisor at The Fiduciary Alliance with a Series 65 credential and three years of industry experience. His prior roles include positions at Lendmire LLC, CX Institutional, and STRATA Trust Company. 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 that incorporates fundamental, technical, cyclical, and charting analyses and operates through multiple divisions and a network of investment advisor representatives.

James Royals is an investment advisor representative at The Fiduciary Alliance with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Bridgeway Financial Services, Kestra Advisory Services, Kestra Investment Services, Wealth Advisory Partners, NFP Securities, and The Valueplan Financial Group. Royals is also a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. 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 and operates a multi-division network of investment advisor representatives who may work under their own legal business names while supervised by the firm.

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.

Christopher Klein is a financial advisor with The Fiduciary Alliance in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at LifePlan Financial, LLC and IBM, as well as operating aviation-related businesses and volunteering on website design for educational materials. Outside of finance, he works as a professional and contractor pilot through FlexJet, LLC and Klein Aviation Services, LLC. 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 that includes fundamental and technical analyses and offers access to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Anthony Mahfood is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at The Fiduciary Alliance since 2016 and previously at Lakeview Capital Partners from 2013 to 2016. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, using client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses in its investment approach.

Matthew Keefe is a Series 65-licensed advisor at The Fiduciary Alliance with two years of industry experience. He has worked at The Fiduciary Alliance since 2023 and is also involved with Dick Insurance Agency and Merrimack Financial. Outside of advisory roles, he has a background that includes work with Play Ball LLC and the Haverhill Housing Authority. 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 representatives, employing a mix of fundamental, technical, cyclical, and charting analyses and offering the option to allocate to third-party managers.

William Grasty is a financial advisor at The Fiduciary Alliance with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lakeview Capital Partners / Bison Wealth, LLC for 11 years. In addition to his advisory role, he is an independent licensed insurance agent specializing in life, accident, and health insurance. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives who may use their own business names under firm supervision.

Brian Dick is a financial advisor at The Fiduciary Alliance with 17 years of industry experience. He holds a Series 65 designation and has previously worked with First Financial Advisors, LLC, and operates Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. 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 using various analytical methods and offers access to third-party managers through a network of investment advisor representatives operating under multiple divisions.

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 seven years of industry experience, currently serving as a financial advisor at The Fiduciary Alliance since 2021. He previously worked at Stewardship Investments, LLC, and holds roles at Ohio Christian University and Oak Hills Christian College, where he also serves as a part-time coach. 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 multi-divisional approach and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Kevin Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at JMP Securities LLC, Citizens Capital Markets, INC, Citizens Bank, N.A., and John Hancock Investments. The Fiduciary Alliance offers 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 utilizing fundamental, technical, cyclical, and charting analyses, and supports a network of investment advisor representatives operating under various business names.

Steven Tolleson is a Series 65-licensed financial advisor with 11 years of industry experience, currently with The Fiduciary Alliance in Greenville, SC. His prior experience includes roles with the Kansas City Royals and Baltimore Orioles, as well as Lakeview Capital Partners. Outside of his advisory work, he co-founded SlamaCo, a venture that invested in residential property flips and a young engineering company. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, employing a mix of analytical approaches and allowing allocations to third-party managers.