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
Chris Coloracci
Head of Private Client Group
Michael Ryan
Controller/Director of Financial Reporting

Alden Associates

John Antolik
John Antolik
Representative
Structured-Investments
Jeff Arsenault
Jeff Arsenault
Alternative Investments
Alternative-Investments
Daniel Barbaree
Daniel Barbaree
Representative
Newcleus
Tara Bianchino
Tara Bianchino
Representative
Newcleus
Carol Blender
Carol Blender
Operations Manager
Alden-Investment-Group
Bill Borchert
Bill Borchert
Representative
Newcleus
Lee Calfo
Lee Calfo
Chief Executive Officer
Executive-Team
James Calla
James Calla
Representative
Newcleus
William Chatfield
William Chatfield
Representative
Newcleus
Bruce Chen
Bruce Chen
Representative
MYZ-Advisors
Chris Coloracci
Chris Coloracci
Head of Private Client Group
Executive-Team
John Colucci
John Colucci
Managing Director
Colucci Group
Tyler Davis
Tyler Davis
Head of Energy Sales
Alden-Investment-Group
Laura DeGraff
Laura DeGraff
Chief Marketing Officer
Executive-Team
Michael Downey
Michael Downey
Representative
Meyer-Chatfield
Peter Engelbach
Peter Engelbach
President
Executive-Team
Frank Fanelli
Frank Fanelli
Representative
Red-Oak
Michael J. Frederick
Michael J. Frederick – CFP®, ChFC®, CRPC®, CPWA®
Partner, Director of Financial Planning
Springhouse-Wealth-Partners
A. Carter Gardy
A. Carter Gardy, Jr. – MBA, CRPS®
Sr. Managing Director – Defined Contribution & Investment
Alden-Investment-Group
Andrew Giannone
Andrew Giannone
Investments
Alden-Investment-Group
Joe Gladue
Joe Gladue
Director of Research
Executive-Team
Robert Guerra
Robert Guerra
Representative
Guerra-Pan-Advisors
Greg Hansell
Greg Hansell
Chief Technology Officer
Executive-Team
Charles Hicks
Charles Hicks
Representative
Newcleus
Luiz Jimenez
Luiz Jimenez
Representative
Madison-Sixty
JR Llewelleyn
JR Llewellyn
Representative
Newcleus
Paul LaFountain, Analyst
Paul LaFountain
Analyst
Alden-Investment-Group
Richard Malone
Richard Malone
Representative
Newcleus
Anthony V. McCracken Jr., CFP®
Anthony V. McCracken Jr., CFP®
Managing Director - Retirement Plans
Newcleus
Bennett Meyer
Bennett Meyer
Representative
Newcleus, Meyer-Chatfield
Steffanie Mithoefer
Steffanie Mithoefer
Representative
Alden-Investment-Group
John Moreno
John Moreno
Representative
Meyer-Chatfield
John Mulqueen
John Mulqueen
Chief Operating Officer
Executive-Team
Jason O
Jason O’Donnell
Representative
Community-Financial-Institutions-Fund
Anna Pan
Anna Pan
Representative
Guerra-Pan-Advisors
Ted Peters
Ted Peters
Representative
Community-Financial-Institutions-Fund
Chris Pezalla
Chris Pezalla
Representative
Newcleus
Michael Ryan
Michael Ryan
Controller/Director of Financial Reporting
Executive-Team
Andrea Sandlin
Andrea Sandlin
Representative
Newcleus
Kathie Schroeder
Kathie Schroeder
Representative
Kings-Management-Company
David Schwartz
David Schwartz
Representative
Newcleus
Brian Sheldon
Brian Sheldon
Representative
Newcleus
Brandon Skupski
Brandon Skupski
Associate Partner, Portfolio Strategist
Springhouse-Wealth-Partners
Bill Small
Bill Small
Representative
Kings-Management-Company
Glenn Smeraglio
Glenn Smeraglio
Representative
Newcleus
Ken Smith
Ken Smith
Chief Compliance Officer
Executive-Team
Mark Sollenberger
Mark Sollenberger
Representative
Newcleus
Team Placeholder
David Soto
Managing Director
Newcleus
Cole Svenson
Cole Svenson
Representative
Alden-Investment-Group, Meyer-Chatfield
D. Blair Thompson
D. Blair Thompson
President & Founder of Sparta Wealth Partners
Sparta-Wealth-Partners
Curtis Viggers
Curtis Viggers
Representative
Newcleus
Georgia Walters, General Counsel
Georgia Walters
General Counsel
Alden-Investment-Group
Brian Watterson
Brian Watterson
Head of Capital Markets
Newcleus, Alden-Investment-Group
Charles (Chip) Wisner
Charles (Chip) Wisner
Partner - Director of Investments and Trading
Springhouse-Wealth-Partners

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