Alden investment Group

James Scott is a financial advisor with Alden Investment Group, holding Series 63 and Series 65 designations and accumulating 25 years of industry experience. His prior work includes roles at Trust Advisory Group, Health & Wealth Inc, and AGES Financial Services. Outside of advisory services, he owns Scott Agency, LLC, which sells various 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 to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, integrating technology platforms for comprehensive portfolio oversight and specialized fiduciary services for employer plans.

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 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Allen serves as treasurer of the Aircraft Square Club, a social organization in Doylestown, PA. Alden Investment Advisors provides portfolio management and fee-based financial planning services to individuals, advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and integrates technology platforms to manage both discretionary assets and held-away accounts.

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 credentials and has worked previously at Raymond James & Associates, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Masri serves as treasurer for Congregation Mikveh Israel, a nonprofit religious organization in Philadelphia. Alden Investment Advisors offers portfolio management and financial planning services to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations, integrates held-away account management, and provides fiduciary services for employer plans along with participant education.

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 has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lansing holds a Series 63 designation. 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, using customized asset allocations and proprietary technology platforms to support comprehensive advisory services.

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.