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

Jim Anderson
Jim Anderson
Managing Director - Retirement Plans
Alden-Investment-Group
John Antolik
John Antolik
Representative
Structured-Investments
Daniel Barbaree
Daniel Barbaree
Representative
Newcleus
Carol Blender
Carol Blender
Operations Manager
Alden-Investment-Group
Carissa Bobenchik
Carissa Bobenchik
Sales Administrator/Executive Assistant
Alden-Investment-Group
Bill Borchert
Bill Borchert
Representative
Newcleus
Jessi Boyle, Financial Administrator at Alden Investment Group
Jessi Boyle
Financial Administrator
Alden-Investment-Group
Andrew Burquest, CFA, MBA
Andrew Burquest, CFA, MBA
Partner/Advisor
Sparta-Wealth-Partners
James Cady
James Cady
Director of Wealth Management
red-bank
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
April Collins
April Collins
Operations Manager
sharp-financial-group
Chris Coloracci
Chris Coloracci
Head of Private Client Group
Executive-Team
John Colucci
John Colucci
Managing Director
Colucci Group
Derek D’Alonzo, Senior Financial Advisor at Alden Investment Group
Derek D’Alonzo
Senior Financial Advisor
Alden-Investment-Group
Deborah Davis
Deborah A Davis, CFP®
Wealth Manager
Alden-Investment-Group
Laura DeGraff
Laura DeGraff
Chief Marketing Officer
Executive-Team
Michael Downey
Michael Downey
Managing Director
coursemark
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
Joe Gladue
Joe Gladue
Director of Research
Executive-Team
Nate Goad, National Partner Advisor
Nate Goad, CFP®, MBA
Market President - Florida
Alden-Investment-Group
Robert Guerra
Robert Guerra
Representative
Guerra-Pan-Advisors
Greg Hansell
Greg Hansell
CEO, Private Client Group; CTO, Alden Investment Group
Executive-Team
Charles Hicks
Charles Hicks
Representative
Newcleus
Luiz Jimenez
Luiz Jimenez
Representative
Madison-Sixty
JR Llewelleyn
JR Llewellyn
Representative
Newcleus
Sean Kelly
Sean Kelly
Director - Qualified Plans
Newcleus
Kevin Killian
Kevin Killian
Regional Managing Director
Newcleus
Paul LaFountain, Analyst
Paul LaFountain
Analyst
Alden-Investment-Group
Robert Lansing
Robert Lansing
Senior Vice President
Alden-Investment-Group
Zach Low
Zach Low
Regional Managing Director
Newcleus
Richard Malone
Richard Malone
Representative
Newcleus
Jonathan Markoe
Jonathan Markoe
Managing Director
pine-valley-investments
Gustavo Masri
Gustavo Masri
Representative
Alden-Investment-Group
Anthony V. McCracken Jr., CFP®
Anthony V. McCracken Jr., CFP®
Managing Director - Retirement Plans
Newcleus
Nicole McKay
Nicole McKay
Regional Director
Newcleus
Bennett Meyer
Bennett Meyer
Representative
Newcleus, Meyer-Chatfield
Tasha Miles
Tasha Miles
Financial & Retirement Planner
sharp-financial-group
Steffanie Mithoefer
Steffanie Mithoefer
Representative
Alden-Investment-Group
Bob Moore
Bob Moore
Partner & Senior Analyst
pine-valley-investments
John Moreno
John Moreno
Representative
Meyer-Chatfield
John Mulqueen
John Mulqueen
Chief Operating Officer
Executive-Team
Jason O
Jason O’Donnell
President & CIO of CFI Fund
Community-Financial-Institutions-Fund
Terry O’Prey
Terry O’Prey
Managing Director, Non-Qualified Services
Newcleus
Bill Parkinson
Bill Parkinson
President
coursemark
David Pawloski
David Pawloski
Director of Wealth Management
red-bank
Ted Peters
Ted Peters
Representative
Community-Financial-Institutions-Fund
Chris Pezalla
Chris Pezalla
Representative
Newcleus
Sean Quigley
Sean Quigley
Office Manager
Alden-Investment-Group
Heidi Reyes
Heidi Reyes
Director of Operations and Clients Service
coursemark
Edward Rimbenieks
Edward Rimbenieks
Representative
sharp-financial-group
Larry Rowley
Larry Rowley
Regional Managing Director
Newcleus
Kevin Rudd
Kevin Rudd
Financial Advisor
sharp-financial-group
Andrea Sandlin
Andrea Sandlin
Representative
Newcleus
Kathie Schroeder
Kathie Schroeder
Representative
Kings-Management-Company
David Schwartz
David Schwartz
Representative
Newcleus
Michael Sharp
Michael Sharp
Founder of the Sharp Financial Group
sharp-financial-group
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
David Soto, Managing Director at Newcleus
David Soto
Managing Director
Newcleus
Lauren Strunk
Lauren Strunk
Executive Assistant
sharp-financial-group
Cole Svenson
Cole Svenson
Representative
Alden-Investment-Group, Meyer-Chatfield
John Swenson
John Swenson
Board Chair
coursemark
D. Blair Thompson
D. Blair Thompson
President & Founder of Sparta Wealth Partners
Sparta-Wealth-Partners
Karen Van Horn
Karen Van Horn
Administrative Director
Alden-Investment-Group
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
Todd Zangrilli
Todd Zangrilli
Senior Vice President, Investments
red-bank
Dana Zhang
Dana Zhang
Intern
Alden-Investment-Group
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