U.S. Markets are moving slightly higher today despite disappointing economic data this morning. The Dow is trading higher for the fifth time in the last six trading days and is on pace for its third straight week of gains.

Financials are the day's biggest laggard, but Strategic Wealth Partners' President and CEO, Mark Tepper, tells CNBC's Power Lunch that they're still very well positioned.

"Fed tightening will lead to sector rotation, not a bear market," says Tepper. He believes that deleveraging is over, which leaves potential for margin expansion and rising dividend distributions. Tepper's top picks in the financial sector are: KeyCorp, JPMorgan, and the Financial Sector ETF.

Strategic Wealth Partners owns all three names in client accounts only.