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
Daniel Barbaree
Representative
Newcleus
Carol Blender
Operations Manager
Alden-Investment-Group
Bill Borchert
Representative
Newcleus
Jessi Boyle
Financial Administrator
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
Nate Goad, CFP®, MBA
National Partner Advisor
Sparta-Wealth-Partners
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
