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 has previous experience at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as treasurer of the Aircraft Square Club, a social club in Doylestown, PA. 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 emphasizes customized asset allocations using proprietary strategies alongside third-party managers and integrates technology platforms for comprehensive portfolio oversight and participant education.

Nicole Sennett is a Series 66-licensed advisor with Alden Investment Group, bringing 20 years of industry experience. Her prior roles include positions at Merrill Lynch and Raymond James Financial Services. She is also the owner of All4AJ, a travel app established in 2021. 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 specializes in employer retirement programs and executive benefits, utilizing customized asset allocations through proprietary strategies, third-party managers, and an integrated technology platform.

Stephen Patterson Jr. is a financial advisor at Alden Investment Group in Wayne, PA, holding a Series 66 designation with five years of industry experience. His career includes roles at Ameriprise Financial Services and a lengthy tenure at Orangefield Independent School District. Outside of advisory work, he is involved with KeyCity Capital, focusing on private equity and client investments. 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 specializes in retirement programs and executive benefits for small and mid-sized employers, utilizing a proprietary platform that integrates held-away account management and fiduciary services for employer plans.

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 Wells Fargo Advisors, Wells Fargo Clearing, and Raymond James & Associates. Masri serves as treasurer for Congregation Mikveh Israel, a nonprofit religious organization in Philadelphia. Alden Investment Group provides portfolio management and financial planning services to individuals, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and integrated technology platforms, with a notable emphasis on fiduciary services and participant education for employer plans.

Anthony Falco Jr. is a financial advisor at Alden Investment Group with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including MPB Wealth Management and MCG Securities. He also engages in life insurance sales on a limited basis. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary and third-party strategies, and it offers specialized retirement and executive benefits programs for small and mid-sized employers.

Eric Maslowsky is a financial advisor at Alden Investment Group with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including PFG Advisors, Franklin Mint FCU, and LPL Financial. 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 focuses on customized asset allocations using proprietary strategies, third-party managers, and a technology platform that integrates held-away accounts for comprehensive portfolio oversight.

Robert Lansing is a financial advisor at Alden Investment Group with 41 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lansing has been with Alden Investment Group since 2021. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, nonprofit, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers and uses a proprietary platform to integrate held-away assets for unified household reporting.

James Quillen is a CFP® professional with seven years of experience in the financial services industry. He is currently with Alden Investment Advisors, LLC and has previously worked at Truist Advisory Services, Inc and Bb&T Wealth. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, retirement plans, nonprofit, and institutional clients. The firm emphasizes customized asset allocations utilizing proprietary strategies and third-party managers, along with a technology platform that integrates held-away account management for unified reporting.

Deborah Davis is a CFP® with 22 years of industry experience, currently serving at Alden Investment Group since 2022. Prior to Alden, she spent six years at Commonwealth Financial Network. Outside of financial advising, she works as a realtor with Coldwell Banker Realty and is involved with the Krause Agency, focusing on Medicaid planning and long-term care insurance. 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, supporting employer retirement programs and offering employee education services.

David Gibbs is a financial advisor with Alden Investment Group, holding a Series 63 license and bringing 28 years of industry experience. Prior to joining Alden Investment Group and J. Alden Associates in 2023, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2016 to 2023. Outside of his advisory role, he is involved in fixed insurance sales unrelated to securities. 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 offers specialized retirement programs and fiduciary services with integrated technology platforms for unified reporting and oversight.

Sean Newman is a financial advisor at Alden Investment Group with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Newman serves as a power of attorney for his father. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, other advisors, retirement plans, and institutional clients. The firm employs a customized investment approach combining proprietary strategies, third-party managers, and mutual funds, and offers specialized retirement and executive benefits programs for small and mid-sized employers.

Gregory Obin is a financial advisor at Alden Investment Group with one year of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience with NYLIFE Securities LLC, New York Life Insurance Company, and the U.S. Air Force. 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, and uniquely integrates technology platforms to extend oversight to held-away assets while offering fiduciary services and employee education for employer plans.