People
Executive Principals & Officers
Lee Calfo
Chief Executive Officer
Peter Engelbach
President
Ken Smith
Chief Compliance 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
Jonathan Allen
Managing Director
["allen-wealth-management"]
John Antolik
Representative
["Structured-Investments"]
Jeffrey Arsenault
Founder & CEO
["old-greenwich-capital-partners"]
Daniel Barbaree
Representative
["Newcleus"]
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
["galbreath-group"]
Monica Changet-Hogue
Client Service Associate
["lumin-wealth-management"]
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"]
Larissa Costello
Financial Advisor
["protea-wealth-management"]
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"]
Brad Dyksen
Regional Managing Director
["Newcleus"]
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
Senior Vice President
["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
CEO, Private Client Group; CTO, Alden Investment Group
["Executive-Team"]
Charles Hicks
Representative
["Newcleus"]
Jim Isbell
Managing Director
["Alden-Investment-Group"]
Luiz Jimenez
Representative
["Madison-Sixty"]
JR Llewellyn
Representative
["Newcleus"]
Kevin Killian
Regional Managing Director
["Newcleus"]
Young Kim
Wealth Advisor
["Alden-Investment-Group"]
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"]
Eric Maslowsky
Financial Advisor
["Alden-Investment-Group"]
Gustavo Masri
Representative
["Alden-Investment-Group"]
Anthony V. McCracken Jr., CFP®
Managing Director - Retirement Plans
["Newcleus"]
Nicole McKay
Regional Director
["Newcleus"]
Marques Miles
Executive Director
["pathways-retirement-advisors"]
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
["Newcleus"]
Jason Niziol
Senior Managing Director
["Alden-Investment-Group"]
Jason O’Donnell
Director / FP&A
["Alden-Investment-Group"]
Jacqui Oprean
Vice President
["lumin-wealth-management"]
Mark Page
Representative
["keycity-capital"]
Mark Parker
Director of Wealth Management
["red-bank"]
Bill Parkinson
President
["coursemark"]
Stephen Patterson
Chief Client Officer
["keycity-capital"]
Ted Peters
Representative
["Community-Financial-Institutions-Fund"]
Chris Pezalla
Representative
["Newcleus"]
Sean Quigley
Office Manager
["Alden-Investment-Group"]
James E. Quillen, CFP®
Managing Director
["basalt-capital-management"]
Edward Rimbenieks
Representative
["sharp-financial-group"]
Lou Rivera
Managing Director
["north-park"]
Larry Rowley
Regional Managing Director
["Newcleus"]
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"]
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"]
Mark Youngs
Financial Advisor
["heroes-wealth-management"]
Todd Zangrilli
Senior Vice President, Investments
["red-bank"]