Jean Alden is a Series 65 licensed financial advisor with 18 years of experience, serving clients through Liberated Investor Advisors, LLC since 2008. The firm provides discretionary portfolio management and financial planning primarily for individual clients, including both high-net-worth and non-HNW investors. Liberated Investor Advisors utilizes model portfolios and third-party money managers to implement investment strategies focused on diversification and long-term purchase approaches across ETFs, mutual funds, and individual stocks. The firm operates as a small, single-advisor practice, with Jean Alden directly managing client relationships.

Douglas Alden is a financial advisor with Liberated Investor Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked with Winning Point Advisors, L.L.C. and Efficient Advisors, LLC, and serves as president of Alden Agency, Inc., an independent insurance agency specializing in life and disability insurance sales. Liberated Investor Advisors primarily serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm employs model portfolios and third-party money managers across various asset classes and strategies, combining investment advisory services with licensed insurance offerings and solicitor arrangements.