Kris Pearson is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 21 years of industry experience. His work history includes roles at Investment Centers of America, LPL Financial, and GWM Advisors. He is based in Aberdeen, South Dakota. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides comprehensive portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Ardian Hasko is a financial advisor with NewEdge Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at B. Riley Wealth Advisors, Inc. and its affiliated entities for over a decade. Outside of his advisory role, Mr. Hasko serves on the board of Equality Charter School and is Board President of Kew Garden Hills Apartment Owners Inc., a cooperative apartment complex. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technology support.

Gregory England is a financial advisor with NewEdge Advisors in Norman, OK, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. Prior to joining NewEdge Advisors in 2022, he worked for Morgan Stanley in various capacities from 2009 to 2022. Outside of his advisory work, he serves as president of the OU Chip In Club, a fundraising organization supporting the University of Oklahoma Men's Golf Program, and teaches cooking classes at a local gourmet kitchen store. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, with a focus on centralized due diligence and technology-supported advisory solutions.

Reid Fiorio is a financial advisor with Newedge Advisors based in Ashland, WI. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining Newedge Advisors, he worked at firms including LPL Financial, Principal Securities, Principal Life Insurance Company, GWM Advisors, and Investment Centers of America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Jonathan Spoolstra is a CFP®-designated financial advisor at NewEdge Advisors with 14 years of industry experience. Prior to joining NewEdge Advisors, he spent 14 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He serves as the treasurer and a board member of Providence Christian Academy, a classical Christian school, where he assists with budgeting, policy development, and curriculum decisions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, combining centralized due diligence with technology tools to support both advisors and clients.

Kristen Kline is a financial advisor at NewEdge Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Southern Style Financial, Inc. doing business as Mission Trails Financial, and BWK, Inc. Ms. Kline provides advisory services through NewEdge Advisors, LLC under the Mission Trails Financial name. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, combining centralized due diligence with technology-supported solutions.

Arlen Ledet is a financial advisor at NewEdge Advisors with 41 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Courtney Troyano is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Troyano operates under the ClearPath Wealth Partners name, a brokerage business affiliated with NewEdge Advisors. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Anthony Bartolomeo is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He has worked at NewEdge Advisors since 2023 and previously spent four years at Savior Wealth. Bartolomeo also has a background in education, having taught at Brown University and American Heritage High School. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing various program structures and technology tools to support advisors and clients.

Damon Marty is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with NewEdge Advisors, where he has worked since 2022. His prior experience includes roles at D.A. Davidson & Co. and Fisher Investments, among others. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a variety of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Tony Smith is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, he is involved in timber farming and wildlife management through Sandwood Farms LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers diverse portfolio management and consulting services, utilizing both in-house and third-party investment solutions supported by centralized due diligence and technology tools.

Sean Hesch is a financial advisor with NewEdge Advisors in Cleveland, OH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, KMC Wealth Management, and Cambridge Investment Research. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, using multiple program structures and technology tools to support advisor and client needs.

Wendy Wong is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles at Save My Cents, CVS Health, Rue Gilt Groupe, AT Kearney, and Dartmouth College. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.

Christopher Reuschle is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors, Inc. for 15 years. Outside of his advisory role, he is an owner and partner at Black Creek Retirement Plans Inc. and hosts and contributes to several Florida-based radio shows and podcasts. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm provides a wide range of portfolio management and consulting services and uses technology tools and centralized due diligence to support advisor and client needs.

Ronald Lege is a Series 66-licensed financial advisor at NewEdge Advisors with 24 years of industry experience. He previously worked at LPL Financial for 13 years and has been with Ahrens Investment Partners, LLC since 2015. He is also involved in tax preparation and has operated a CPA entity in Lafayette, LA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Ronald Prejean is a financial advisor at NewEdge Advisors with seven years of industry experience. He previously operated Prejean Direct Inc. and worked at Prejean Company Acc Pa for nearly three decades. Outside of advising, he is a partner in several businesses, including oil and gas investments and a medical clinic. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and organizations through independent advisers. The firm offers various portfolio management and consulting services, employing multiple program structures and technology tools to support client and advisor needs.

Kathaleen Muilwyk is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the Series 66 designation and has worked at NewEdge Securities, Inc. since 2022, following nine years at Raymond James & Associates. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisors and clients.

Robert Smith Jr. is a financial advisor with NewEdge Advisors holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2026 before joining NewEdge Advisors and NewEdge Securities in 2026. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support its advisory platform.

Kristiaan De Roos is a financial advisor at NewEdge Advisors with 15 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining NewEdge Advisors in 2024. De Roos also conducts advisory services through Sage Capital Wealth and is involved in sales of insurance and variable annuity products. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a variety of portfolio management and consulting services through multiple program structures that combine in-house manager selection with third-party strategies, supported by technology and centralized due diligence.

Laila Khosroabadi is a financial advisor with NewEdge Advisors and holds a Series 66 designation, bringing 13 years of industry experience. She also practices law through her own firm, Laila Khosroabadi, Attorney at Law. Her background includes legal and financial roles at several firms, including Bremer Whyte Brown & O'Meara and Veritext Legal Solutions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services, employing multiple program structures and technology tools to support advisors and clients.