• Executives
  • Directors
  • Associates

Lee Calfo

Chief Executive Officer
Alden Investment Group

Greg Hansell

Co-Chief Executive Officer
Alden Investment Group

Aaron Williams

Chief Growth Officer
Alden Investment Group

Laura DeGraff

Chief Marketing Officer
Alden Investment Group

Ken Smith

Chief Compliance Officer
Alden Investment Group

Chris Coloracci

Chief of Advisor Engagement
Alden Investment Group

Karen Van Horn

Chief Risk Officer
Alden Investment Group

Phinon Woodside

Chief Experience Officer
Alden Investment Group

Georgia Walters

General Counsel
Alden Investment Group

Peter Engelbach

President
Alden Investment Group
  • Executives
  • Directors
  • Associates

Buck Burns

Director of Investments & Trading
Alden Investment Group

Jessi Boyle

Director of Finance and Accounting
Alden Investment Group

Joe Gladue

Director of Research
Alden Investment Group

James Calla

Senior Managing Director, Business Development
Alden Investment Group

Paul LaFountain

Director of Model Trading | Alternatives Analyst
Alden Investment Group

Craig Wiener

Director of Market Strategy
Alden Investment Group

Michael E. Downey, CLU, LUTCF

Director of Insurance Solutions & Executive Benefits
Alden Investment Group
  • Executives
  • Directors
  • Associates

Jonathan Allen

Managing Director
Allen Wealth Management

Janet Bate

Operations Associate
Alden Investment Group

Carissa Bobenchik

Sales Administrator/Executive Assistant
Alden Investment Group

Jessi Boyle

Director of Finance and Accounting
Alden Investment Group

Buck Burns

Director of Investments & Trading
Alden Investment Group

Steve Cacciutti

Wealth Advisor
Alden Investment Group

Lee Calfo

Chief Executive Officer
Alden Investment Group

James Calla

Senior Managing Director, Business Development
Alden Investment Group

Monica Changet-Hogue

Client Service Associate
Lumina Wealth Management

April Collins

Operations Manager
The Sharp Financial Group

Chris Coloracci

Chief of Advisor Engagement
Alden Investment Group

John Colucci

Managing Director
Colucci Group

Ed Condon

Structured GRAT - Portfolio Manager
Alden Investment Group

Jack Costello

Financial Advisor Associate
Alden Investment Group

Larissa Costello

Financial Advisor
Protea Wealth Management

Derek D’Alonzo

Senior Financial Advisor
Alden Investment Group

Deborah A Davis, CFP®

Wealth Manager
Alden Investment Group

Laura DeGraff

Chief Marketing Officer
Alden Investment Group

J. Pierce Dever

Managing Director
Alden Investment Group

Michael E. Downey, CLU, LUTCF

Director of Insurance Solutions & Executive Benefits
Alden Investment Group

Peter Engelbach

President
Alden Investment Group

Michael J. Frederick – CFP®, ChFC®, CRPC®, CPWA®

Partner, Director of Financial Planning
Springhouse Wealth Partners

Joe Gastaldi

Representative
Newcleus

Wendy Gipson-FitzPatrick

Financial Advisor
Gipson-FitzPatrick Investment Management

Joe Gladue

Director of Research
Alden Investment Group

Nate Goad, CFP®, MBA

Market President - Florida
Alden Investment Group

Robert Guerra

Representative
Guerra Pan Advisors

Greg Hansell

Co-Chief Executive Officer
Alden Investment Group

Charles Hicks

Representative
Newcleus

Delaina Kucish

Registered Representative
Monumental Investments

Paul LaFountain

Director of Model Trading | Alternatives Analyst
Alden Investment Group

Robert Lansing

Senior Vice President
Alden Investment Group

Vincent Lucchesi, CFP®

Managing Director
VSL Wealth Advisory

Jonathan Markoe

Managing Director
Pine Valley Investments

Eric Maslowsky

Financial Advisor
Alden Investment Group

Gustavo Masri

Representative
Alden Investment Group

Anthony V. McCracken Jr., CFP®

Managing Director - Retirement Plans
Newcleus

Marques Miles

Executive Director
Pathways Retirement Advisors

Tasha Miles

Financial & Retirement Planner
The Sharp Financial Group

Steffanie Mithoefer

Representative
Alden Investment Group

Bob Moore

Partner & Senior Analyst
Pine Valley Investments

Leah Nester

Technology and Platform Operations Associate
Alden Investment Group

Sean Newman

Managing Director
Alden Investment Group

Jason Niziol

Senior Managing Director
Alden Investment Group

Jason O’Donnell

Director
Alden Investment Group

Jacqui Oprean

Vice President
Lumina Wealth Management

Mark Parker

Director of Wealth Management
Red Bank

Stephen Patterson

Chief Client Officer
KeyCity Capital

Ted Peters

Representative
Community Financial Institutions Fund

Chris Pezalla

Representative
Newcleus

James E. Quillen, CFP®

Managing Director
Basalt Capital Management

Edward Rimbenieks

Representative
The Sharp Financial Group

Lou Rivera

Managing Director
North Park

Kathie Schroeder

Representative
Kings Management Company

James R. Scott

Florida Senior VP
Alden Investment Group

Anthony Seifert, MBA

Private Wealth Advisor
Alden Investment Group

Nicole Sennett, CRPC®

Managing Director
Alden Investment Group

Michael Sharp

Founder of the Sharp Financial Group
The Sharp Financial Group

Patrick Sirayathorn, CFP®, ChFC®, LUTCF®

Certified Financial Planner
Hallthorn Advisory Services

Brandon Skupski

Associate Partner, Portfolio Strategist
Springhouse Wealth Partners

Bill Small

Representative
Kings Management Company

Ken Smith

Chief Compliance Officer
Alden Investment Group

Theodore Stanley

Intern
Alden Investment Group

Cole Svenson

Representative
Alden Investment Group

Karen Van Horn

Chief Risk Officer
Alden Investment Group

Georgia Walters

General Counsel
Alden Investment Group

Brian Watterson

Head of Capital Markets
Newcleus

Craig Wiener

Director of Market Strategy
Alden Investment Group

Thomas F. Wiese

Registered Representative
TFW Global Advisors LLC

Aaron Williams

Chief Growth Officer
Alden Investment Group

Phinon Woodside

Chief Experience Officer
Alden Investment Group

Mark Youngs

Financial Advisor
Heroes Wealth Management

Todd Zangrilli

Senior Vice President, Investments
Red Bank