James Berquist is a financial advisor at New Edge Wealth with 49 years of industry experience. His prior roles include nearly three decades at Strategic Wealth Management and over three decades with NewEdge Securities Inc. He serves on the Board of Directors for The Little Lake Theater, a regional theater company. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser judgment.

Sarah Silverio is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. She currently works at NewEdge Wealth and previously held roles at Summit Trail Advisors, LLC and Fischer & Company. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, managing over $12 billion in regulatory assets.

Rachelle Carlson Oien is a financial advisor at New Edge Wealth with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley, UBS Financial Services, and Edward Jones. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, and institutional clients. The firm offers a range of advisory services with an emphasis on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary solutions supplemented by AI-assisted analytics.

Claudio Ravinet is a financial advisor at New Edge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2006 to 2022 before joining NewEdge Securities, Inc. and NewEdge Wealth, LLC in 2022. Outside of his advisory role, he participates in committee meetings and budget reviews at Saint Thomas Episcopal Parish School. NewEdge Wealth serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional and charitable clients. The firm provides comprehensive advisory services with a focus on asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary investment solutions across multiple asset classes.

Paul Izlar is a financial advisor at NewEdge Wealth with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Keelan Capital and Forte. NewEdge Wealth serves ultra-high-net-worth individuals, families, foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

James Shafer is a financial advisor at New Edge Wealth with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2005 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and institutional clients. The firm offers wealth strategy, financial planning, discretionary and non-discretionary portfolio management, and institutional consulting, emphasizing asset allocation and investor behavior while integrating third-party model platforms and AI-assisted analytics alongside adviser oversight.

Michael Weinberg is a financial advisor at New Edge Wealth with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2008 to 2022. Outside of his advisory role, he manages Weinberg Family Holdings, LLC, an entity established to handle employment income and expenses among partners. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative investments.

Kylie Presley is a financial advisor at New Edge Wealth in Atlanta, GA, with two years of industry experience. She holds a Series 65 designation and has previously worked at Fisher Investments and Paycom. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm emphasizes asset allocation and investor behavior in its portfolio management, combining independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human oversight.

Jeffrey Thompson is a financial advisor at New Edge Wealth with 13 years of industry experience. He holds a Series 66 designation and previously worked for Sanford C. Bernstein & Co., LLC for 14 years. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior to guide portfolio construction, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics.

David Down is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds a Series 63 designation and has worked at several related firms, including NewEdge Advisors LLC and Stonehaven Energy Consolidated LLC, where he serves as vice president. Down is also on the local board of directors for the Boys Scouts of America Laurel Highlands Council. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation, investor behavior, and a mix of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Karli Vazquez Mendez is a CFP® professional with 16 years of industry experience, currently with New Edge Wealth. Her prior experience includes roles at Flagstar Advisors, First Republic Bank, Raymond James, and Morgan Stanley. She serves on the board of Nat King Cole Generation Hope and provides freelance budget consulting for elder care. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary solutions, integrating AI-assisted analytics with human oversight.

Karen Glassman is a financial advisor at New Edge Wealth in Stamford, CT, with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mid Atlantic Capital Corporation, Independent Brokerage Solutions LLC, Unio Capital LLC, and Rose & Co. Capital Advisors LLC. Glassman is also the managing member of Calista Capital, LLC, a consulting business unrelated to securities transactions. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering comprehensive advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Jack Chandler is a financial advisor at New Edge Wealth in Stamford, CT, holding a Series 66 designation. He has been with New Edge Wealth and its affiliated entity since 2025 and has no prior experience in the financial industry. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions enhanced by AI-assisted analytics under human supervision.

Julie Heidenreich is a financial advisor at New Edge Wealth with 24 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and U.S. Bancorp Piper Jaffray. Outside of her advisory role, she is a notary in the State of Minnesota. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, proprietary solutions, and AI-assisted analytics alongside adviser judgment.

Edward Ruiz is a financial advisor with New Edge Wealth in Coral Gables, FL, holding a Series 66 designation and one year of industry experience. Prior to joining New Edge Wealth, he worked at Morgan Stanley for two years and served with the University of Miami Police Department for three years. Outside of finance, he has experience in small business operations with Mojo Donuts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

Brian Murphy is a financial advisor at NewEdge Wealth with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Mariner Wealth Advisors, Embark, Financial Engines Advisors L.L.C, and Fisher Investments. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, along with foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Gregory Pool is a CFA® charterholder and financial advisor at NewEdge Wealth with two years of industry experience. Prior to joining NewEdge Wealth in 2023, he worked at Wellington Management for 23 years. He has made an investment in the development of a multifamily home project. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, separately managed accounts, and alternative exposures across multiple asset classes.

Mia Costarella is a financial advisor at New Edge Wealth with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside adviser judgment.

Jonathan Heines is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Wealth Management for seven years before joining NewEdge Wealth in 2021. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services including wealth strategy, financial planning, portfolio management, and institutional consulting, managing over $12 billion in regulatory assets as of year-end 2024.

Matthew Vinsko is a financial advisor at New Edge Wealth with two years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Private Bank and was part of the University of Miami Endowment investment team. Outside of his advisory role, he has experience in entrepreneurial ventures including managing Sundae's the Ice Cream Place. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, tailoring portfolios through a combination of independent managers, model strategies, and proprietary investment solutions while integrating AI-assisted analytics alongside human oversight.