James Scott is a financial advisor with Alden Investment Group in Ocala, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Trust Advisory Group, Ltd. and Health & Wealth Inc. Outside of his advisory work, he owns Scott Agency, LLC, which sells various insurance policies and provides accounting and tax preparation services. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fee-only financial planning. The firm employs customized asset allocations combining proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Anthony Seifert is a financial advisor at Alden Investment Group with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Kestra Advisory Services, Kestra Investment Services, Bank of America, and Merrill Lynch Pierce Fenner & Smith. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, along with a proprietary platform that provides integrated management of held-away assets and fiduciary services for employer plans.

Jonathan Allen is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. He serves as treasurer of the Aircraft Square Club, a social organization in Doylestown, PA. Alden Investment Advisors provides portfolio management, retirement-plan advisory, and fee-only financial planning services to individuals, retirement plans, non-profits, other advisors, and pooled vehicles. The firm uses customized asset allocations that combine proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Nicole Sennett is a financial advisor at Alden Investment Group with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Raymond James Financial Services. Outside of her advisory role, she owns All4AJ, a travel app business. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fee-only financial planning. The firm uses a proprietary asset allocation approach combined with third-party managers, delivered primarily through its Alden COVE platform.

Joseph Gastaldi is a financial advisor at Alden Investment Group with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Greenleaf Advisors LLC and Securities America Inc. Outside of advisory services, he is licensed to sell life, health, disability, and long-term care insurance as needed by clients. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm utilizes customized asset allocations combining proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports sub-advisors.

Patrick Sirayathorn is a CFP® and ChFC® with 13 years of industry experience. He is currently with Alden Investment Group and has previously worked at Crest Private Wealth, Hallthorn Advisory Services, HTG Financial, and The Hallthorn Group. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, utilizing customized asset allocations and proprietary technology platforms to extend fiduciary oversight and participant education.

Stephen Patterson is a financial advisor at Alden Investment Group with four years of industry experience. He holds a Series 66 designation and has worked at Alden Investment Advisors and J Alden Associates since 2022, as well as KeyCities since 2021. Prior to his financial services career, he spent 17 years at Orangefield Independent School District. Patterson is also involved with KeyCity Capital, a private equity firm focused on client investments. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors, offering discretionary and non-discretionary portfolio management, fiduciary services, and standalone financial planning. The firm uses a customized asset allocation approach that combines proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

John Ellis is a financial advisor with Alden Investment Group in Houston, TX, holding Series 63 and Series 66 licenses and over 42 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, LPL Financial, and CUNA Brokerage Services. Outside of his advisory role, he is a partner at Earnest Consulting Group, focusing on presenting life insurance options to credit unions. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning for individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, employing customized asset allocations and leveraging proprietary technology platforms.

Delaina Kucish is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for over two decades before joining Alden Investment Advisors, LLC and J. Alden Associates, Inc. She is president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management, retirement-plan advisory, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers and supports unified managed accounts.

Jacqueline Oprean is a financial advisor at Alden Investment Group with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as Vice President of Wealth Management at The Mintz Group and is a board member of TMG Cares, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles with customized portfolio management and financial planning. The firm integrates proprietary strategies with third-party managers through its Alden COVE platform, offering unified managed accounts and technology integration that supports a multi-team environment.

Guy Collins is a CFP® with 25 years of industry experience, currently working at Alden Investment Group. His prior roles include positions at OSAIC, Triad Advisors, Kestra Investment Services, and Burns-Fazzi, Brock. Alden Investment Group provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, supports employer retirement programs and executive benefits, and emphasizes participant education and unified household reporting through its Alden COVE platform and Pontera integration.

Wendy Gipson Fitzpatrick is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 credentials and 31 years of industry experience. She previously worked at Trust Advisory Group, Ltd, AGES Financial Services, Ltd., and LPL Financial, LLC. She currently serves as part of a 29-advisor team at Alden Investment Group. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, nonprofits, and institutional clients. The firm focuses on customized asset allocations using proprietary and third-party strategies and integrates technology platforms for comprehensive household reporting and fiduciary services.

Gustavo Masri is a financial advisor at Alden Investment Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J. Alden Associates, Raymond James & Associates, and Wells Fargo Advisors. Masri serves as treasurer for Congregation Mikveh Israel, a non-profit religious organization in Philadelphia. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management alongside fiduciary and financial planning services. The firm utilizes customized asset allocations through its proprietary Alden Capital Management strategies combined with third-party managers, delivered primarily via its Alden COVE platform.

Nathan Goad is a CFP® with 17 years of industry experience, currently serving at Alden Investment Group. He has previously worked at Cetera Investment Services LLC and Regions Bank. Outside of his advisory role, he consults on marketing, entity structuring, and tax-related matters for Soli Deo Gloria Ventures II. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors, offering discretionary and non-discretionary portfolio management as well as fee-only financial planning. The firm uses customized asset allocations that blend proprietary strategies with third-party managers, primarily delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Anthony Falco Jr. is a financial advisor with Alden Investment Group and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at MCG Securities and MPB Wealth Management. He also engages in life insurance sales on a limited basis. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, and other advisors, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, fiduciary services, and standalone financial planning. The firm utilizes customized asset allocations combining proprietary strategies and third-party managers, delivered through its Alden COVE platform, which supports unified managed accounts and integrates held-away accounts and third-party technology.

Eric Maslowsky is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with Alden Investment Advisors, LLC and J. Alden Associates, Inc., having previously worked at PFG Advisors, Franklin Mint FCU, and LPL Financial. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, fiduciary services, and standalone fee-only financial planning. The firm utilizes customized asset allocations combining proprietary strategies with third-party managers through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Robert Lansing is a financial advisor at Alden Investment Group with 40 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Alden Investment Group serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management as well as fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

James Quillen is a CFP® professional with six years of industry experience, currently serving as an advisor at Alden Investment Group. His prior roles include positions at Truist Advisory Services, Inc. and BB&T Wealth. Alden Investment Advisors serves a diverse client base, including high-net-worth individuals, retirement plans, non-profits, and other advisors. The firm offers discretionary and non-discretionary portfolio management, fiduciary services, and fee-only financial planning, emphasizing customized asset allocations through its proprietary strategies and third-party managers delivered via its Alden COVE platform.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving as an advisor at Alden Investment Group since 2022. She previously worked at Commonwealth Financial Network for six years. Outside of her advisory role, Deborah is a licensed realtor with Coldwell Banker Realty and is involved in Medicaid planning and long-term care insurance through the Krause Agency. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using a customized asset allocation approach that integrates proprietary strategies and third-party managers.

Todd Zangrilli is a financial advisor with Alden Investment Group, holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at J Alden Associates, Cantella & Co., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, as well as standalone fee-only financial planning. The firm employs customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

Derek D'Alonzo is a financial advisor at Alden Investment Group with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Ameriprise Financial Services and SunTrust Advisory Services. Alden Investment Group serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm uses customized asset allocations that combine proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates technology and supports unified managed accounts and sub-advisors.

David Gibbs is a financial advisor at Alden Investment Group with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved in fixed insurance sales unrelated to securities. Alden Investment Advisors provides portfolio management and fee-based financial planning to a diverse client base, including high-net-worth individuals, advisors, retirement plans, nonprofits, and institutional clients. The firm emphasizes customized asset allocations through proprietary strategies and third-party managers, and employs technology platforms to integrate held-away account management and support fiduciary services for employer plans.

Marques Miles is a financial advisor at Alden Investment Group with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brookstone Wealth Advisors and Elevated Capital Advisors. Miles also owns Pathways Retirement Advisors, an insurance, retirement, and investment planning business. Alden Investment Group serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, and standalone financial planning, using a proprietary asset allocation platform combined with third-party managers and technology integrations.

Sean Newman is a financial advisor with Alden Investment Group, holding a Series 63 designation and 25 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he serves as a power of attorney for his father. Alden Investment Advisors serves individual clients, retirement plans, non-profits, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fee-only financial planning. The firm utilizes a proprietary investment platform combining in-house strategies with third-party managers and integrates held-away accounts through a required advisor platform.

Courtney Kucish is a financial advisor at Alden Investment Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 15 years. Outside of advising, she serves as secretary for a retail shipping business in Fairmont, WV. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies and third-party managers, delivered primarily through its Alden COVE platform.

Gregory Obin is a financial advisor at Alden Investment Group with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and served six years in the Air Force. He also holds an insurance license. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning for individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, using a customized asset allocation approach supported by proprietary strategies and technology platforms such as Alden COVE and Pontera.

John Lensing is a Series 66 credentialed financial advisor with 13 years of industry experience, currently with Alden Investment Group in Baton Rouge, LA. His prior roles include positions at Kestra Advisory, Cetera, and Horizon Financial Group. He is the owner of Lensing Financial Solutions, LLC, a financial services business he operates alongside his advisory role. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, supported by technology platforms that facilitate unified household reporting and fiduciary services for employer plans.

Scott Hinkle is a CFP® with 14 years of industry experience, currently with Alden Investment Group. His prior roles include positions at World Equity Group, Hinkle Insurance Services, and Westhem Grant Group. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary and third-party strategies, along with tools that support unified household reporting and fiduciary services for employer plans.