People
Executive Principals & Officers
Lee Calfo
Chief Executive Officer
Peter Engelbach
President
Ken Smith
Chief Compliance Officer
John Mulqueen
Chief Operating Officer
Laura DeGraff
Chief Marketing Officer
Greg Hansell
Chief Technology Officer
Joe Gladue
Director of Research
Jeff Arsenault
Chief Investment Officer - Alternatives
Chris Coloracci
Head of Private Client Group
Alden Associates
John Antolik
Representative
Structured-Investments
Jeff Arsenault
Chief Investment Officer - Alternatives
Executive-Team
Daniel Barbaree
Representative
Newcleus
Tara Bianchino
Representative
Newcleus
Carol Blender
Operations Manager
Alden-Investment-Group
Bill Borchert
Representative
Newcleus
Lee Calfo
Chief Executive Officer
Executive-Team
James Calla
Representative
Newcleus
William Chatfield
Representative
Newcleus
Bruce Chen
Representative
MYZ-Advisors
Chris Coloracci
Head of Private Client Group
Executive-Team
John Colucci
Managing Director
Colucci Group
Tyler Davis
Head of Energy Sales
Alden-Investment-Group
Laura DeGraff
Chief Marketing Officer
Executive-Team
Michael Downey
Representative
Meyer-Chatfield
Peter Engelbach
President
Executive-Team
Frank Fanelli
Representative
Red-Oak
Carter Gardy
Managing Director
Alden-Investment-Group
Joe Gladue
Director of Research
Executive-Team
Robert Guerra
Representative
Guerra-Pan-Advisors
Greg Hansell
Chief Technology Officer
Executive-Team
Charles Hicks
Representative
Newcleus
Luiz Jimenez
Representative
Madison-Sixty
JR Llewellyn
Representative
Newcleus
Anthony V. McCracken Jr., CFP®
Managing Director - Retirement Plans
Newcleus
Bennett Meyer
Representative
Newcleus, Meyer-Chatfield
Steffanie Mithoefer
Representative
Alden-Investment-Group
John Moreno
Representative
Meyer-Chatfield
Richard Malone
Representative
Newcleus
Thomas Molteni
Representative
Newcleus
John Mulqueen
Chief Operating Officer
Executive-Team
Anna Pan
Representative
Guerra-Pan-Advisors
Kathie Schroeder
Representative
Kings-Management-Company
David Schwartz
Representative
Newcleus
Brian Sheldon
Representative
Newcleus
Bill Small
Representative
Kings-Management-Company
Glenn Smeraglio
Representative
Newcleus
Ken Smith
Chief Compliance Officer
Executive-Team
Mark Sollenberger
Representative
Newcleus
David Soto
Representative
Newcleus
Cole Svenson
Representative
Alden-Investment-Group, Meyer-Chatfield
Curtis Viggers
Representative
Newcleus
Brian Watterson
Head of Capital Markets
Newcleus, Alden-Investment-Group