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
CEO, Private Client Group; CTO, Alden Investment Group

Joe Gladue
Director of Research

Chris Coloracci
Head of Private Client Group

Georgia Walters
General Counsel
Alden Associates

John Antolik
Representative
Structured-Investments

Jeffrey Arsenault
Founder & CEO
old-greenwich-capital-partners

Daniel Barbaree
Representative
Newcleus

Carol Blender
Operations Manager
Alden-Investment-Group

Carissa Bobenchik
Sales Administrator/Executive Assistant
Alden-Investment-Group

Jessi Boyle
Financial Administrator
Alden-Investment-Group

James Cady
Director of Wealth Management
red-bank

Lee Calfo
Chief Executive Officer
Executive-Team

James Calla
Representative
Newcleus

William Chatfield
Representative
Newcleus

April Collins
Operations Manager
sharp-financial-group

Chris Coloracci
Head of Private Client Group
Executive-Team

John Colucci
Managing Director
Colucci 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

Peter Engelbach
President
Executive-Team

Michael J. Frederick – CFP®, ChFC®, CRPC®, CPWA®
Partner, Director of Financial Planning
Springhouse-Wealth-Partners

Joe Gastaldi
Representative
Newcleus

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
CEO, Private Client Group; CTO, Alden Investment Group
Executive-Team

Charles Hicks
Representative
Newcleus

Luiz Jimenez
Representative
Madison-Sixty

JR Llewellyn
Representative
Newcleus

Sean Kelly
Director - Qualified Plans
Newcleus

Kevin Killian
Regional Managing Director
Newcleus

Paul LaFountain
Analyst
Alden-Investment-Group

Robert Lansing
Senior Vice President
Alden-Investment-Group

Zach Low
Regional Managing Director
Newcleus

Janet Marino
Senior Client Associate
red-bank

Jonathan Markoe
Managing Director
pine-valley-investments

Alanna Marrero
Senior Registered Client Associate
red-bank

Gustavo Masri
Representative
Alden-Investment-Group

Anthony V. McCracken Jr., CFP®
Managing Director - Retirement Plans
Newcleus

Nicole McKay
Regional Director
Newcleus

Tasha Miles
Financial & Retirement Planner
sharp-financial-group

Steffanie Mithoefer
Representative
Alden-Investment-Group

Bob Moore
Partner & Senior Analyst
pine-valley-investments

John Moreno
Representative
Meyer-Chatfield

John Mulqueen
Chief Operating Officer
Executive-Team

Jason O’Donnell
President & CIO of CFI Fund
Community-Financial-Institutions-Fund

Terry O’Prey
Managing Director, Non-Qualified Services
Newcleus

Mark Page
Representative
keycity-capital

Mark Parker
Director of Wealth Management
red-bank

Bill Parkinson
President
coursemark

David Pawloski
Director of Wealth Management
red-bank

Ted Peters
Representative
Community-Financial-Institutions-Fund

Chris Pezalla
Representative
Newcleus

Sean Quigley
Office Manager
Alden-Investment-Group

Edward Rimbenieks
Representative
sharp-financial-group

Larry Rowley
Regional Managing Director
Newcleus

Kevin Rudd
Financial Advisor
sharp-financial-group

Andrea Sandlin
Representative
Newcleus

Kathie Schroeder
Representative
Kings-Management-Company

David Schwartz
Representative
Newcleus

Nicole Sennett, CRPC®
Managing Director
Alden-Investment-Group

Michael Sharp
Founder of the Sharp Financial Group
sharp-financial-group

Brian Sheldon
Representative
Newcleus

Brandon Skupski
Associate Partner, Portfolio Strategist
Springhouse-Wealth-Partners

Bill Small
Representative
Kings-Management-Company

Glenn Smeraglio
Representative
Newcleus

Ken Smith
Chief Compliance Officer
Executive-Team

Mark Sollenberger
Representative
Newcleus

David Soto
Managing Director
Newcleus

Lauren Strunk
Executive Assistant
sharp-financial-group

Cole Svenson
Representative
Alden-Investment-Group, Meyer-Chatfield

John Swenson
Board Chair
coursemark

Karen Van Horn
Chief Risk Officer
Alden-Investment-Group

Curtis Viggers
Representative
Newcleus

Georgia Walters
General Counsel
Alden-Investment-Group

Brian Watterson
Head of Capital Markets
Newcleus, Alden-Investment-Group

Aaron Williams
Managing Director
Alden-Investment-Group

Charles (Chip) Wisner
Partner - Director of Investments and Trading
Springhouse-Wealth-Partners

Todd Zangrilli
Senior Vice President, Investments
red-bank