ALDEN INVESTMENT GROUP - Key Persons


Alden EDGE

Alden EDGE is an internally managed asset allocation strategy consisting of 5 risk-tolerance-based ETF models. They utilize low fee ETFs that are commission free at our preferred custodian and are a good fit for smaller client accounts and retirement plan assets.

Andrea Sandlin

Job Titles:
  • Associate
  • Representative

Andrew Burquest

Job Titles:
  • Associate
  • Partner / Advisor / Sparta Wealth Partners

Anthony V. McCracken Jr.

Job Titles:
  • Associate
  • Managing Director - Retirement Plans

April Collins

Job Titles:
  • MYZ Advisor
  • Operations Manager / the Sharp Financial Group

Bennett Meyer

Job Titles:
  • Associate
  • Representative

Bill Borchert

Job Titles:
  • Associate
  • Representative

Bill Parkinson - President

Job Titles:
  • Associate
  • President

Bill Small

Job Titles:
  • Associate
  • Representative

Bob Moore

Job Titles:
  • Associate
  • Partner
  • Senior Analyst

Brandon Skupski

Job Titles:
  • Associate
  • Associate Partner, Portfolio Strategist / Springhouse Wealth Partners

Brian Sheldon

Job Titles:
  • Associate
  • Representative

Brian Watterson

Job Titles:
  • Associate
  • Head of Capital Markets

Bruce Chen

Job Titles:
  • Associate
  • Representative

Carissa Bobenchik

Job Titles:
  • Associate
  • Executive Assistant
  • Sales Administrator

Carol Blender

Job Titles:
  • Associate
  • Operations Manager

Charles (Chip) Wisner

Job Titles:
  • Associate
  • Partner - Director of Investments and Trading / Springhouse Wealth Partners

Charles Hicks

Job Titles:
  • Guerra Pan Advisor
  • Representative

Chris Coloracci

Job Titles:
  • Member of the Executive Principals & Officers Team
  • MYZ Advisor

Chris Pezalla

Job Titles:
  • Associate
  • Representative

Cole Svenson

Job Titles:
  • Associate
  • Representative

Curtis Viggers

Job Titles:
  • Associate
  • Representative

D. Blair Thompson

Job Titles:
  • Associate
  • President & Founder of Sparta Wealth Partners / Sparta Wealth Partners

Dana Zhang

Job Titles:
  • Associate
  • Intern

Daniel Barbaree

Job Titles:
  • Associate
  • Representative

David Schwartz

Job Titles:
  • Associate
  • Representative

David Soto - Managing Director

Job Titles:
  • Associate
  • Managing Director

Deborah A Davis

Job Titles:
  • Associate
  • Wealth Manager

Derek D'Alonzo

Job Titles:
  • Member of the Executive Principals & Officers Team
  • Senior Financial Advisor

Edward Rimbenieks

Job Titles:
  • Associate
  • Representative / the Sharp Financial Group

Frank Fanelli

Job Titles:
  • Associate
  • Representative / Red Oak

Georgia Walters - Chief Legal Officer

Job Titles:
  • Associate
  • General Counsel

Glenn Smeraglio

Job Titles:
  • Associate
  • Representative

Greg Hansell

Job Titles:
  • Guerra Pan Advisor
  • Member of the Executive Principals & Officers Team
  • CEO, Private Client Group CTO, Alden Investment Group Executive Principals & Officers

Gustavo Masri

Job Titles:
  • Associate
  • Representative

Heidi Reyes

Job Titles:
  • Associate
  • Director of Operations and Clients Service

James Calla

Job Titles:
  • Associate
  • Representative

Jason O'Donnell

Job Titles:
  • Associate
  • Representative / Community Financial Institutions Fund

Jessi Boyle

Job Titles:
  • Associate
  • Financial Administrator

Jim Anderson

Job Titles:
  • Associate
  • Managing Director - Retirement Plans

Joe Gladue

Job Titles:
  • Director of Research
  • Member of the Executive Principals & Officers Team
  • Springhouse Wealth Partner
  • Director of Research / Executive Principals & Officers

John Antolik

Job Titles:
  • Associate
  • Representative

John Colucci

Job Titles:
  • Member of the Executive Principals & Officers Team
  • Managing Director / Colucci Group

John Moreno

Job Titles:
  • Associate
  • Representative

John Mulqueen - COO

Job Titles:
  • Associate
  • Chief Operating Officer
  • Member of the Executive Principals & Officers Team
  • Chief Operating Officer / Executive Principals & Officers

John Swenson - Chairman

Job Titles:
  • Associate
  • Chairman of the Board

Jonathan Markoe - Managing Director

Job Titles:
  • Associate
  • Managing Director

JR Llewellyn

Job Titles:
  • Associate
  • Representative

Kathie Schroeder

Job Titles:
  • Associate
  • Representative / Kings Management Company

Ken Smith - Chief Compliance Officer

Job Titles:
  • Associate
  • Chief Compliance Officer
  • Member of the Executive Principals & Officers Team
  • Chief Compliance Officer / Executive Principals & Officers

Kevin Killian

Job Titles:
  • Associate
  • Regional Managing Director

Kevin Rudd

Job Titles:
  • Associate
  • Financial Advisor / the Sharp Financial Group

Larry Rowley

Job Titles:
  • Associate
  • Regional Managing Director

Laura DeGraff - CMO

Job Titles:
  • Associate
  • Chief Marketing Officer
  • Member of the Executive Principals & Officers Team
  • Chief Marketing Officer / Executive Principals & Officers

Lauren Strunk

Job Titles:
  • Associate
  • Executive Assistant / the Sharp Financial Group

Lee Calfo - CEO

Job Titles:
  • Associate
  • Chief Executive Officer
  • Member of the Executive Principals & Officers Team
  • Chief Executive Officer / Executive Principals & Officers

Luiz Jimenez

Job Titles:
  • Associate
  • Representative

Madison Sixty

Job Titles:
  • Associate

Mark Sollenberger

Job Titles:
  • Associate
  • Representative

Michael Downey - Managing Director

Job Titles:
  • Associate
  • Managing Director

Michael J. Frederick

Job Titles:
  • Associate

Michael Ryan

Job Titles:
  • Associate
  • Controller / Director of Financial Reporting / Executive Principals & Officers

Michael Sharp

Job Titles:
  • Associate
  • Founder of the Sharp Financial Group / the Sharp Financial Group

Nate Goad

Job Titles:
  • Springhouse Wealth Partner
  • Market President - Florida

Nicole McKay

Job Titles:
  • Associate
  • Regional Director

Paul LaFountain

Job Titles:
  • Analyst
  • Associate

Peter Engelbach

Job Titles:
  • Associate
  • President of the Executive Principals & Officers Team
  • President / Executive Principals & Officers

Richard Malone

Job Titles:
  • Associate
  • Representative

Robert Guerra

Job Titles:
  • Associate
  • Representative

Robert Lansing - SVP

Job Titles:
  • Associate
  • Senior Vice President

Sean Kelly

Job Titles:
  • Associate
  • Director - Qualified Plans

Steffanie Mithoefer

Job Titles:
  • Associate
  • Representative

Tasha Miles

Job Titles:
  • Associate
  • Financial & Retirement Planner / the Sharp Financial Group

Ted Peters

Job Titles:
  • Associate
  • Representative / Community Financial Institutions Fund

Terry O'Prey

Job Titles:
  • Associate
  • Managing Director, Non - Qualified Services

William Chatfield

Job Titles:
  • Associate
  • Representative

Zach Low

Job Titles:
  • Associate
  • Regional Managing Director