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
Representative
Structured-Investments

Jeff Arsenault
Alternative Investments
Alternative-Investments

Daniel Barbaree
Representative
Newcleus

Tara Bianchino
Representative
Newcleus

Carol Blender
Operations Manager
Alden-Investment-Group

Bill Borchert
Representative
Newcleus

Robert J Boyer III
Financial Advisor
Alden-Investment-Group

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

Tyler Davis
Head of Energy Sales
Alden-Investment-Group

Laura DeGraff
Chief Marketing Officer
Executive-Team

Michael Downey
Representative
Meyer-Chatfield

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

A. Carter Gardy, Jr. – MBA, CRPS®
Sr. Managing Director – Defined Contribution & Investment
Alden-Investment-Group

Andrew Giannone
Investments
Alden-Investment-Group

Joe Gladue
Director of Research
Executive-Team

Robert Guerra
Representative
Guerra-Pan-Advisors

Greg Hansell
Chief Technology Officer
Executive-Team

Charles Hicks
Representative
Newcleus

Luiz Jimenez
Representative
Madison-Sixty

JR Llewellyn
Representative
Newcleus

Paul LaFountain
Analyst
Alden-Investment-Group

Richard Malone
Representative
Newcleus

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

Anna Pan
Representative
Guerra-Pan-Advisors

Ted Peters
Representative
Community-Financial-Institutions-Fund

Chris Pezalla
Representative
Newcleus

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

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

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