Alden investment Group

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 the Series 66 designation and has previously worked at Kestra Advisory Services, Bank of America, Merrill Lynch Pierce Fenner & Smith, and Sterne Agee Financial Services. Seifert also manages a personal LLC, Seifert Wealth Investment Management LLC, established for tax purposes. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles through discretionary and non-discretionary portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies and third-party managers, delivered primarily via its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

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 financial advisor at Alden Investment Advisors with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including Crest Private Wealth, Hallthorn Advisory Services, HTG Financial, The Hallthorn Group, Eagle Strategies, NYLIFE Securities, and New York Life Insurance. 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, retirement-plan advisory and fiduciary services, and standalone fee-only financial planning, utilizing customized asset allocations through its proprietary Alden Capital Management strategies and third-party managers.

Louis Rivera is a financial advisor with Alden Investment Group, holding a Series 63 designation and 18 years of industry experience. He previously worked at Cadaret Grant, Inc. for nine years before joining Alden Investment Advisors LLC and J. Alden Associates, Inc. in 2024. Outside of advising, he is an independent insurance salesman specializing in health, life, disability, and annuity products. 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 fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers through its Alden COVE platform, which supports unified managed accounts and integrates various technology and service providers.

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.

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.

Jack Costello is a financial advisor at Alden Investment Group with a Series 66 designation and one year of industry experience. Prior to joining Alden, he was a student at Baylor University and has worked as a freelance writer outside the investment field. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles, offering discretionary and non-discretionary portfolio management along with fee-only financial planning. The firm employs customized asset allocations that blend proprietary strategies with third-party managers, delivered through its Alden COVE platform, which integrates multiple technologies and supports unified managed accounts.

Wendy Gipson Fitzpatrick is a financial advisor at Alden Investment Group with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Trust Advisory Group, Ltd, AGES Financial Services, Ltd., LPL Financial, LLC, and Investors Capital Corp. 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, and fee-only financial planning. The firm uses customized asset allocations that combine proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform.

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.

Mark Youngs is a financial advisor at Alden Investment Group with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. for 13 years. Outside of his advisory role, he serves as the treasurer for Boy Scout Troop 1204 in Davidsonville, MD. Alden Investment Advisors serves individual clients, retirement plans, non-profits, advisors, and pooled vehicles, offering portfolio management, retirement-plan advisory, fiduciary services, and fee-only financial planning. The firm employs customized asset allocations combining proprietary strategies and third-party managers, delivered primarily through its Alden COVE platform, which integrates various technology and allows sub-advisors to manage portions of client assets.

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.