James Scott is a financial advisor at Alden Investment Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Columbia Advisory Partners and Trust Advisory Group. Outside of advisory work, he owns and operates Scott Agency, LLC, which sells insurance policies and provides accounting, payroll, and tax preparation services. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning for individuals, advisors, retirement plans, nonprofits, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies alongside third-party managers and requires advisors to utilize integrated platforms for comprehensive oversight, including held-away assets and employer plan fiduciary services.

Anthony Seifert is a financial advisor at Alden Investment Group with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Kestra Advisory Services, Bank of America, Merrill Lynch, and other firms. Seifert also operates a personal LLC established for tax purposes. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, retirement plans, nonprofits, and institutional clients. The firm emphasizes customized asset allocations combining proprietary strategies and third-party managers and utilizes integrated technology platforms to extend discretionary oversight and support fiduciary services for employer plans.

Jonathan Allen is a financial advisor at Alden Investment Group with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, Allen serves as treasurer for a local social club and manages family investments. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and financial planning services to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations combining proprietary strategies and third-party managers, with an integrated platform to provide unified household reporting and specialized fiduciary services for employer plans.

Joseph Gastaldi is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His work history includes roles at Greenleaf Advisors LLC, Securities America Inc., and Joseph Gastaldi Insurance. In addition to his advisory work, he is licensed to provide life, health, disability, and long-term care insurance. Alden Investment Advisors offers discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and employs a customized investment approach integrating proprietary strategies and third-party managers.

Patrick Sirayathorn is a CFP®, ChFC®, and Series 66 designee with 13 years of industry experience. He is currently with Alden Investment Advisors and has previously worked at Crest Private Wealth, Hallthorn Advisory Services, HTG Financial, The Hallthorn Group, Eagle Strategies, and Ameriprise. Alden Investment Advisors provides portfolio management and financial planning services to individuals, advisors, retirement plans, and institutional clients, specializing in retirement programs and executive benefits for small and mid-sized employers. The firm employs customized asset allocations combining proprietary strategies, third-party managers, mutual funds, and ETFs, and integrates technology platforms to enhance portfolio oversight and reporting.

Stephen Patterson Jr. is a financial advisor at Alden Investment Group with five years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services Inc. and KeyCities. Patterson is also involved in private equity client investments through KeyCity Capital. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, and offers specialized retirement program design and participant education services.

John Ellis is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including MassMutual Life Insurance Co, LPL Financial, CUNA Brokerage Services, and Citigroup Global Markets. Ellis is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance and other investment options to credit unions. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, along with a technology platform that integrates held-away account management and fiduciary services for employer plans.

Delaina Kucish is a financial advisor with Alden Investment Advisors, LLC and J. Alden Associates, Inc., holding Series 63 and Series 66 credentials with 23 years of industry experience. Prior to joining Alden in 2024, she worked at Edward Jones from 2001 to 2023. Outside of her advisory role, she serves as president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors offers 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, with distinctive services including fiduciary oversight of employer plans and integrated technology platforms for unified household reporting.

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, Jacqueline serves as Vice President of Wealth Management at The Mintz Group, focusing on entrepreneurs and business owners, and is a board member of TMG Cares, a nonprofit serving communities and individuals in need. 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 that integrate proprietary strategies and third-party managers, with a distinctive capability to extend discretionary oversight to held-away accounts and offer specialized fiduciary services for employer retirement plans.

Guy Collins is a CFP® with 25 years of industry experience. He is currently with Alden Investment Group and previously worked at Triad Advisors, Kestra Investment Services, Burns-Fazzi, Brock, and Newport Group Securities. 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 investment approach that incorporates proprietary strategies, third-party managers, and technology platforms for comprehensive asset management.

Wendy Gipson Fitzpatrick is a financial advisor at Alden Investment Group with over 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at multiple firms, including Trust Advisory Group, Ltd and LPL Financial, LLC. Alden Investment Advisors offers portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, and provides fiduciary services with an emphasis on retirement programs and participant education.

Gustavo Masri is a financial advisor at Alden Investment Group with 32 years of industry experience. He holds Series 63 and Series 65 licenses. His previous work includes positions at J. Alden Associates, Inc., Raymond James & Associates, Inc., and Wells Fargo Clearing. Masri serves as Treasurer for Congregation Mikveh Israel, a non-profit religious organization in Philadelphia. 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 focuses on customized asset allocations using proprietary strategies and third-party managers, with a distinctive emphasis on fiduciary services for employer plans and integrated technology platforms.

Eric Maslowsky is a financial advisor with Alden Investment Group, holding a Series 66 designation and 15 years of industry experience. His prior work history includes roles at Franklin Mint FCU, LPL Financial, Morgan Stanley, and PFG Advisors. He has been with Alden Investment Advisors and J. Alden Associates since 2023. 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, and it provides specialized retirement program design and participant education for employer plans.

Robert Lansing is a financial advisor at Alden Investment Group with 41 years of industry experience. He holds the Series 63 designation and has worked at Alden since 2021, following a five-year tenure at Wells Fargo Clearing. 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 and emphasizes customized asset allocations using proprietary and third-party strategies, supported by integrated technology platforms for unified household reporting.

James Quillen is a CFP®-designated financial advisor with seven years of industry experience, currently with Alden Investment Group in Wayne, PA. His prior roles include positions at Truist Advisory Services, BB&T Wealth, and Cetera Investment Services. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients, with a focus on customized asset allocation and retirement program design. The firm employs proprietary technology platforms for unified reporting and discretionary oversight, and offers fiduciary services emphasizing employer plan management and participant education.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving at Alden Investment Group since 2022. Her prior experience includes roles at Commonwealth Financial Network, SII Investments, Inc., Invest Financial Corporation, and Cetera Wealth Services, LLC. Outside of her advisory work, she is active as a realtor with Coldwell Banker Realty and is involved with Medicaid planning and long-term care insurance through the Krause Agency. 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 emphasizes customized asset allocations using proprietary strategies and third-party managers, and offers specialized services for retirement programs and executive benefits for small to mid-sized employers.

Todd Zangrilli is a financial advisor at Alden Investment Group with 42 years of industry experience. He holds a Series 63 designation and has worked previously at J Alden Associates, Cantella & Co., Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of advisory work, he is a minority owner in investment property ventures. 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 emphasizes customized asset allocations using proprietary strategies and third-party managers, with a focus on retirement programs and executive benefits for small and mid-sized employers.

Derek D'Alonzo is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and SunTrust Advisory Services. Alden Investment Advisors provides portfolio management and 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 a proprietary investment platform and integrated tools to enhance client reporting and fiduciary oversight.

David Gibbs is a financial advisor at Alden Investment Group with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MSI Financial Services, and New England Securities. Outside of his advisory work, he is involved in fixed insurance sales. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm is noted for its customized asset allocation strategies using proprietary and third-party models, and for its fiduciary services focused on employer retirement plans and participant education.

Marques Miles is a Series 65-licensed financial advisor with seven years of industry experience. He is currently affiliated with Alden Investment Group and has held roles at Brookstone Wealth Advisors, Pathways Retirement Advisors, Elevated Capital Advisors, Gradient Advisors, Pioneer Financial Group, and Puritan Financial. Additionally, he served in the Oklahoma National Guard with the U.S. Air Force for six years. He is also an owner of Pathways Retirement Advisors, focusing on insurance, retirement, and investment planning. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and nonprofit and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and uses proprietary technology to integrate and manage client assets, including held-away accounts.

Sean Newman is a financial advisor at Alden Investment Group in Wayne, PA, holding a Series 63 designation with 26 years of industry experience. His prior roles include eight years at Wells Fargo Clearing. Alden Investment Advisors provides 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, with a focus on fiduciary services for employer plans and integrated oversight of held-away assets.

Courtney Kucish is a financial advisor at Alden Investment Group with 18 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for 15 years. Outside of advising, she serves as secretary for Monumental Resources, a retail shipping business in Fairmont, WV. Alden Investment Advisors provides portfolio management and financial planning services to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and is notable for integrating technology platforms to extend discretionary oversight and for its concentrated fiduciary services for employer plans.

Gregory Obin is a financial advisor at Alden Investment Group in Wayne, PA, with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. He served six years in the Air Force before entering the financial services industry. 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 strategies and third-party managers, and offers specialized retirement and executive benefits programs for small and mid-sized employers.

John Lensing is a financial advisor with Alden Investment Group, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Kestra Advisory and Cetera, among others. He also owns Lensing Financial Solutions, LLC, a financial services firm. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary and third-party strategies and maintains a platform that integrates held-away account management and employee education services for employer plans.

Scott Hinkle is a CFP® with 14 years of industry experience, currently serving at Alden Investment Group. His career includes roles at World Equity Group, Inc. and a long tenure at Westhem Grant Group. He is also involved in Hinkle Insurance Services. Alden Investment Group provides portfolio management and financial planning services to individuals, advisors, retirement plans, and institutional clients, specializing in retirement and executive benefits programs. The firm employs customized asset allocations and proprietary technology platforms to offer comprehensive investment oversight and fiduciary services.