People
Executives
Lee Calfo
Chief Executive Officer
Greg Hansell
Co-Chief Executive Officer
Aaron Williams
Chief Growth Officer
Laura DeGraff
Chief Marketing Officer
Ken Smith
Chief Compliance Officer
Chris Coloracci
Chief of Advisor Engagement
Karen Van Horn
Chief Risk Officer
Phinon Woodside
Chief Experience Officer
Georgia Walters
General Counsel
Peter Engelbach
President
Directors
Buck Burns
Director of Investments & Trading
Jessi Boyle
Director of Finance and Accounting
Joe Gladue
Director of Research
James Calla
Senior Managing Director, Business Development
Paul LaFountain
Director of Model Trading | Alternatives Analyst
Jim Isbell
Director of Alternatives Supervision
Michael E. Downey, CLU, LUTCF
Director of Insurance Solutions & Executive Benefits
Craig Wiener
Director of Market Strategy
Alden Associates
Jonathan Allen
Managing Director
["allen-wealth-management"]
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"]
James Cady
Director of Wealth Management
["red-bank"]
Lee Calfo
Chief Executive Officer
["Executive-Team"]
James Calla
Senior Managing Director, Business Development
["Alden-Investment-Group"]
Monica Changet-Hogue
Client Service Associate
["lumin-wealth-management"]
April Collins
Operations Manager
["The Sharp Financial Group"]
Chris Coloracci
Chief of Advisor Engagement
["Executive-Team"]
John Colucci
Managing Director
["Colucci Group"]
Ed Condon
Structured GRAT - Portfolio Manager
["Alden-Investment-Group"]
Larissa Costello
Financial Advisor
["protea-wealth-management"]
Jack Costello
Financial Advisor Associate
["Alden-Investment-Group"]
Derek D’Alonzo
Senior Financial Advisor
["Alden-Investment-Group"]
Deborah A Davis, CFP®
Wealth Manager
["Alden-Investment-Group"]
Laura DeGraff
Chief Marketing Officer
["Executive-Team"]
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
["Executive-Team"]
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"]
Joe Gladue
Director of Research
["Executive-Team"]
Nate Goad, CFP®, MBA
Market President - Florida
["Alden-Investment-Group"]
Robert Guerra
Representative
["Guerra-Pan-Advisors"]
Greg Hansell
Co-Chief Executive Officer
["Executive-Team"]
Charles Hicks
Representative
["Newcleus"]
Jim Isbell
Director of Alternatives Supervision
["Alden-Investment-Group"]
Luiz Jimenez
Representative
["Madison-Sixty"]
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"]
Janet Bate
Operations Associate
["Alden-Investment-Group"]
Jonathan Markoe
Managing Director
["pine-valley-investments"]
Alanna Marrero
Senior Registered Client Associate
["red-bank"]
Eric Maslowsky
Financial Advisor
["Alden-Investment-Group"]
Gustavo Masri
Representative
["Alden-Investment-Group"]
Anthony V. McCracken Jr., CFP®
Managing Director - Retirement Plans
["Newcleus"]
Tasha Miles
Financial & Retirement Planner
["The Sharp Financial Group"]
Marques Miles
Executive Director
["pathways-retirement-advisors"]
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
["lumin-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
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
["Executive-Team"]
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","Alden-Investment-Group"]
Craig Wiener
Director of Market Strategy
["Alden-Investment-Group"]
Thomas F. Wiese
Registered Representative
["tfw-global-advisors"]
Aaron Williams
Chief Growth Officer
["Alden-Investment-Group"]
Charles (Chip) Wisner
Partner - Director of Investments and Trading
["Springhouse-Wealth-Partners"]
Phinon Woodside
Chief Experience Officer
["Alden-Investment-Group"]
Mark Youngs
Financial Advisor
["heroes-wealth-management"]
Todd Zangrilli
Senior Vice President, Investments
["red-bank"]