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  3. Our Team

Our Team

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Brad Wills, CFP®

Financial Advisor

(618) 457-6525
brad@alliancewealthmgmt.com

Brad began his career as a financial advisor in 2006 with A.G. Edwards & Sons in Carbondale. He was soon invited to join a group of ex-colleagues at the Carbondale based Alliance Investment Planning Group. At the beginning of 2019, Brad and John Alongi purchased Alliance Wealth Management from their ex-partner, Jeff Rose.

Brad is a CERTIFIED FINANCIAL PLANNER™ professional, and as such is held to the highest of standards. He is committed to putting the interests of his clients ahead of his own. He enjoys helping clients make sound financial decisions based on a comprehensive view of their unique financial situation, values, and goals. He is also located at State Bank of Whittington to provide financial planning and investment services to bank customers.

Brad is a lifelong resident of Benton, where he resides with his wife Sandra and their daughter Mia. Their son Austin attends Trevecca Nazarene University on a basketball scholarship. Brad spends much of his time away from the office indulging his passion for sports by watching Austin and Mia compete in athletics.

 

*Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured State Bank of Whittington deposits and are not FDIC insured.  These products are not obligations of the State Bank of Whittington and are not endorsed, recommended or guaranteed by sth State Bank of Whittington or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. 

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John Alongi

Financial Advisor

(618) 457-6525
john@alliancewealthmgmt.com

Born and raised in Southern Illinois, John Alongi is a 1993 graduate of SIU with 19 years of experience as owner and operator of his family’s restaurant business.

John is a registered securities representative (with LPL Financial) and registered investment advisor representative, allowing him to offer clients traditional commission-based investing services as well as fee-based planning and advisory services.

Alongi lives in DuQuoin with his wife Cara and 3 children John, Gabrielle, and Grace.  Alliance Investment Planning Group is a locally owned and operated full-service investment and planning services firm located at 115 S. Washington St. on the square in downtown Carbondale.

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Mary Swearingen

Director of Client Relations

(618) 457-6525
mary@alliancewealthmgmt.com

Mary has been part of the Alliance Wealth Management team as Director of Client Relations since April 2016.

Originally from the Chicago Suburbs, Mary then spent eleven years in the Bloomington-Normal area, where she graduated from Illinois Wesleyan University with a Bachelor of Arts in Developmental Psychology.

Mary enjoys being an active member of the Carbondale community and spending time participating in many the wonderful outdoor activities that Southern Illinois has to offer with her husband, Andrew, and dog, Zoey.

 

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  •   115 S. Washington Street, Carbondale, Illinois 62901
  •   (618) 457-6525
  •   brad@alliancewealthmgmt.com

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Alliance Wealth Management, a registered investment advisor and separate entity from LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,CA,IL,IN,FL,KS,KY,MO,OK,OR,PA,TX,UT,VA

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