George Sins III is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at LPL Financial, Wells Fargo Advisors, and Prudential Equity Group. Outside his advisory work, he is involved in a family business operating a bed and breakfast in New Orleans. 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 and consulting services, utilizing a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Roland Prestenback III is a CFP® with 16 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors is a large registered investment adviser firm serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services using multiple program structures, centralized due diligence, and technology tools to support client and advisor needs.

Melissa Herbert is a CFP® with five years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Her prior work experience includes roles at Wells Fargo Advisors, TIAA-CREF, Jefferies LLC, and Raymond James & Associates. Outside of her advisory work, she was involved with Wamesit Lanes from 2023 to 2025. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and financial planning services and utilizes technology and centralized due diligence in its multi-structured advisory programs.

Labryn Depta is a Series 66 licensed financial advisor with NewEdge Advisors, based in Valdosta, GA. He has two years of industry experience with prior roles at LPL Financial and NewEdge Advisors. Outside of advisory work, Depta is involved with Prudent Man, LLC, providing tax preparation and accounting services. 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 broad range of portfolio management, financial planning, and consulting services and employs multiple program structures combining in-house manager selection with third-party models and advisor discretion.

Steven Darden is a CFP® with 20 years of industry experience, currently serving as an advisor at NewEdge Advisors and LPL Financial since 2016. He is a board member of St. Joseph's Cemetery Fund, Inc., a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser providing a broad range of services to individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers various investment program structures and emphasizes centralized due diligence, technology integration, and the use of artificial intelligence in some business operations.

Conrad Richard is an investment advisor at NewEdge Advisors with a Series 66 credential and two years of industry experience. His work history includes roles at South Louisiana Bank, LPL Financial, and the Talbot, Carmouche & Marcello Law Firm. Outside of advisory services, he operates South Louisiana Financial Services, a DBA for his LPL business, and provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, employing both in-house and third-party investment strategies supported by technology and ongoing due diligence.

Thomas Joy is a financial advisor with NewEdge Advisors in Birmingham, AL, holding Series 63 and Series 66 licenses and offering 16 years of industry experience. His prior roles include positions at Stonegate Investment Group and Bbva Securities Inc., where he worked alongside COMPASS Bank for nearly three decades. 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 broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing multiple program structures and technology tools to support client needs.

Joshua Cavett is a financial advisor at NewEdge Advisors with over 21 years of industry experience. He holds the PFS™ credential along with Series 63 and Series 65 licenses. Prior to his current role, Mr. Cavett worked with several entities including Raymond James Financial Services and has ownership interests in various business ventures such as Secretum, LLC, a cryptocurrency holding entity. He is also involved in community activities as a deacon at Riverside Church and serves on the board of Veritas Classical Academy. 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 provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support both advisors and clients.

John Caplan is a financial advisor at NewEdge Advisors with 27 years of industry experience. He has held positions at NewEdge Advisors and NewEdge Securities since 2022, and previously worked at TIAA-CREF from 2007 to 2022. He holds the Series 66 designation. 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 a broad range of services, including portfolio management, financial planning, and retirement consulting, and utilizes a variety of program structures combining in-house and third-party management with technology tools to support advisors and clients.

Dustin Granger is a CFP®-designated financial advisor with NewEdge Advisors, based in Lake Charles, LA, and has 21 years of industry experience. He has held positions at NewEdge Advisors and LPL Financial since 2017, and previously worked with Wells Fargo Advisors and Wells Fargo Clearing. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations. The firm offers a broad range of portfolio management and consulting services, utilizing both in-house and third-party manager strategies supported by advanced technology and centralized due diligence.

Ryan Geschke is a financial advisor with NewEdge Advisors in Green Bay, WI, holding the Series 66 designation and 18 years of industry experience. His prior work includes roles at GWM Advisors, LPL Financial, Advisors' Pride, and Sii Investments/Nph. Outside of his advisory work, he serves as Vice President and Co-Chair of Abbey Sutherland Volleyball Camps LLC. NewEdge Advisors is a large registered investment adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and employs multiple program structures that integrate both in-house and third-party manager strategies, supported by technology tools and centralized due diligence.

Nathan Natwick is a financial advisor with NewEdge Advisors, holding a Series 66 designation and over 21 years of industry experience. Prior to joining NewEdge Advisors in 2021, he worked at Investment Centers of America, Inc. for 13 years and has been affiliated with LPL Financial and GWM Advisors, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisors, utilizing multiple program structures and centralized due diligence processes.

James Aldo is a financial advisor at NewEdge Advisors with 10 years of industry experience. His prior roles include positions at Vision Wealth Strategies LLC, Eagle Strategies (NY Life), and New York Life Insurance Company. Aldo also volunteers as a youth softball coach in Taunton, MA. 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 range of portfolio management and consulting services, leveraging both in-house and third-party strategies supported by technology and centralized due diligence.

Joseph Wagner is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been with Mid Atlantic Financial Management, Inc. since 2015. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Kayla Grodi is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2024, following seven years at Edward Jones and a year at Brown & Root. 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 services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Adam Heapy is a Series 65 licensed financial advisor with NewEdge Advisors in Los Alamitos, CA, having worked in the industry since 2025. His background includes experience at LPL Financial and prior roles in the restaurant and automotive sectors. Heapy conducted advisory services through NewEdge Advisors, doing business as Pension Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Marty Mcguire is a financial advisor at NewEdge Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at NewEdge Advisors since 2025, with prior experience at COUNTRY FINANCIAL beginning in 2015. Mcguire is also a licensed insurance agent and may offer insurance products alongside his advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client needs.

Sara Manning Bracho is a financial advisor with NewEdge Advisors based in Katy, TX, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and WFG Investments. Outside of advisory work, she owns a photo booth rental business and co-owns a handmade crafts business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm provides a range of portfolio management, financial planning, and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Jason Bertsch is a CFP® professional with 27 years of experience in the financial industry. He is currently with NewEdge Advisors, where he has worked since 2026, following a 14-year tenure at TIAA and TIAA-CREF. 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 provides 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, technology integration, and a variety of program structures.

Joshua Timblin is a financial advisor with NewEdge Advisors in Milwaukee, WI, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2020, and at NorthRock Partners from 2020 to the present. 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 offers diverse portfolio management and consulting services and employs technology and centralized manager due diligence to support a range of tailored advisory solutions.