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

Michael Ryan
Controller/Director of Financial Reporting

Georgia Walters
General Counsel
Alden Associates

Jim Anderson
Managing Director - Retirement Plans
Alden-Investment-Group

John Antolik
Representative
Structured-Investments

Daniel Barbaree
Representative
Newcleus

Carol Blender
Operations Manager
Alden-Investment-Group

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

Bill Borchert
Representative
Newcleus

Jessi Boyle
Financial Administrator
Alden-Investment-Group

Andrew Burquest, CFA, MBA
Partner/Advisor
Sparta-Wealth-Partners

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

Derek D’Alonzo
Senior Financial Advisor
Alden-Investment-Group

Deborah A Davis, CFP®, CDFA®
Wealth Manager
Alden-Investment-Group

Laura DeGraff
Chief Marketing Officer
Executive-Team

Michael Downey
Managing Director
coursemark

Peter Engelbach
President
Executive-Team

Frank Fanelli
Representative
Red-Oak

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

Joe Gladue
Director of Research
Executive-Team

Nate Goad, CFP®, MBA
National Partner Advisor
Sparta-Wealth-Partners

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

Paul LaFountain
Analyst
Alden-Investment-Group

Robert Lansing
Senior Vice President
Alden-Investment-Group

Richard Malone
Representative
Newcleus

Gustavo Masri
Representative
Alden-Investment-Group

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

John Mulqueen
Chief Operating Officer
Executive-Team

Jason O’Donnell
Representative
Community-Financial-Institutions-Fund

Bill Parkinson
President
coursemark

Ted Peters
Representative
Community-Financial-Institutions-Fund

Chris Pezalla
Representative
Newcleus

Heidi Reyes
Director of Operations and Clients Service
coursemark

Michael Ryan
Controller/Director of Financial Reporting
Executive-Team

Andrea Sandlin
Representative
Newcleus

Kathie Schroeder
Representative
Kings-Management-Company

David Schwartz
Representative
Newcleus

Brian Sheldon
Representative
Newcleus

Bill Shelton
Managing Director, Private Wealth & Trust
Alden-Investment-Group

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

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

John Swenson
Board Chair
coursemark

D. Blair Thompson
President & Founder of Sparta Wealth Partners
Sparta-Wealth-Partners

Curtis Viggers
Representative
Newcleus

Georgia Walters
General Counsel
Alden-Investment-Group

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

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