Rick Meyeres is a financial advisor at NewEdge Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation. Meyeres is also president and CEO of Retirement Benefit Partners, Inc., a consulting firm focused on investment-related 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 provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Heather Ryan is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds the Series 66 designation and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. NewEdge Advisors is a large registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as portfolio management, financial planning, and access to third-party managers, employing multiple program structures that combine internal and external investment management with technology tools and centralized due diligence.

John Mitchell is a CFP® professional with 16 years of industry experience, currently affiliated with NewEdge Advisors. His career includes roles at LPL Financial, infinex Investments, and iBeria Financial Services. Mitchell also operates JMO Consulting LLC, a business entity for tax and investment purposes. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology-driven tools to support clients and advisers.

Nathaniel Novak is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates from 2013 to 2020. Novak is also a managing member of Gibson Lane LLC, a business entity for tax and investment purposes. 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 range of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Brent Romenesko is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors. Prior to joining NewEdge Advisors, he worked at Tempo Investment Advisors, Inc. for 19 years and GWM Advisors LLC for 5 years. He also provides insurance solutions as part of client financial planning through a separate insurance sales business. NewEdge Advisors is an enterprise-scale registered investment advisor that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party managers, with an emphasis on centralized due diligence and the use of technology to support advisors and clients.

Matthew Tucker Varas is a CFP® and Series 65-registered financial advisor with NewEdge Advisors, LLC, with four years of industry experience. His prior work includes roles at Fidelity Bank, NYLIFE Securities LLC, and New York Life Insurance Co. He operates advisory services under Guardian Wealth Management Group, LLC as part of his activities within NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers comprehensive portfolio management and consulting services, utilizing multiple program structures and technology tools, with a focus on centralized due diligence and manager monitoring.

Darren Evans is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors. 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 advisors. The firm offers a range of portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support client and advisor needs.

Nolan Phillips is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years. Additionally, he is a certified notary, providing notarization services for client documents as needed without charge. 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 portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Brooks McCartney is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Raymond James & Associates, LPL Financial, Banner Bank, Destra Capital Investments LLC, and Janus Management Holdings Corp. He also holds a license as an 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 offers a range of portfolio management and consulting services and employs multiple program structures with centralized manager due diligence and the use of technology tools to support advisor and client needs.

Adam Neelly is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Outside of his advisory role, Neelly serves as treasurer on the board of Wholehearted Counseling and coaches shot put and discus for high school track and field teams in Williamson County Schools. 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, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Joel Harris is an investment advisor representative at NewEdge Advisors with 38 years of industry experience. He previously founded and led Harris Consulting and spent 18 years at Securities Services Network. In addition to his advisory role, he serves as President and CEO of Fort Harris Consulting. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Geoffrey Hansen is a financial advisor with NewEdge Advisors who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with firms including Investment Centers of America and LPL Financial prior to joining NewEdge Advisors. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Claire Stanford is a financial advisor with NewEdge Advisors, holding eight years of industry experience. She also owns Stanford & Associates, where she provides accounting, tax, and insurance services related to investing. Claire has involvement in non-investment businesses including an oilfield service company and a family farm leasing operation. 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 a range of portfolio management and consulting services, combining in-house and third-party manager strategies supported by centralized due diligence and technology tools.

Emily Lebowitz is a Series 66-licensed financial advisor at NewEdge Advisors with four years of industry experience. She has previously worked at firms including Cetera Advisor Networks, CWM, LLC dba Carson Partners, Nesso Group, and Infinex. Outside of her advisory work, she is involved in youth sports as the Boys Club Director and Head Volleyball Coach for the Husky Volleyball Club in Windsor, CT. 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 through a network of independent advisers and uses technology and centralized due diligence to support its multi-structured investment solutions.

Alain Brito is a financial advisor at NewEdge Advisors with six years of industry experience. He holds a Series 66 credential and has worked at firms including Securities America Advisors and John Stokes Financial. Brito is also an associate financial advisor with PacificView Wealth Management. 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 a broad range of portfolio management and consulting services, using multiple program structures and technology tools to support both advisors and clients.

Kenneth Leach is a financial advisor at NewEdge Advisors with 50 years of industry experience. He holds Series 63 and Series 65 designations and has worked at NewEdge Advisors since 2021. Prior to that, he spent 14 years at Mid Atlantic Financial Management and 13 years at Mid Atlantic Capital Corporation. 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. The firm provides a range of services such as portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs through a network of independent investment adviser representatives.

Carter Brower is a financial advisor with NewEdge Advisors in Plano, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Mercer Global Advisors and Lake Point Advisory Group before joining NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement 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 sponsored advisory programs, utilizing a combination of in-house and third-party strategies with centralized due diligence and technology tools.

Gerald Goss is a CFP®-credentialed financial advisor with over 53 years of industry experience, currently affiliated with NewEdge Advisors. He has been associated with LPL Financial and operates Goss Wealth Management LLC, providing investment advisory services. He co-owns a business entity with his son that passively holds investments in startup companies. 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 portfolio management and consulting services, combining in-house and third-party manager selection, with an emphasis on centralized due diligence and technology integration.

Curtis Hearn is a CFP® professional with 14 years of industry experience. He is currently with NewEdge Advisors, having joined in 2023, and previously worked at Gratus Capital and JPH Advisory Group. Outside of advisory work, he oversees operations for a short-term rental property through Rivertree Hospitality LLC. 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 a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence, along with technology tools to support advisors and clients.

Debra Tagg is a CFP®-certified financial advisor at NewEdge Advisors with 27 years of industry experience. Her career includes roles at Brennan Financial Services, FSC Securities Corporation, and BFS Advisory Group, among others. She serves as a board member of the Communities Foundation of Texas and chairs the Relationships Committee, in addition to holding trustee and investment committee roles at the Children’s Health System of Texas and participating on the Hockaday School Investment Committee. 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 comprehensive portfolio management, financial planning, and consulting through a network of independent advisers, using a range of program structures and technology tools to support client needs.