Erin Lamp is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. She has 14 years of industry experience, including prior roles at LPL Financial and State Farm Investment Management Corp. Outside of her advisory work, she is a fitness instructor at Two Rivers Activity Center. 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 adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies.

Patrick Bruski is a CFP® with 13 years of industry experience, currently serving as a financial advisor at NewEdge Advisors and LPL Financial since 2023. He previously worked at Edward Jones from 2012 to 2023. Outside of his advisory roles, he is a member of Bruski Holdings Company, LLC. 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 a range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies, supported by centralized due diligence and technology tools.

Elizabeth Plotkin 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 Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management for 11 years, followed by Empower Financial Services, Inc. for one year. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, corporations, pension plans, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Gabriel Campbell is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds the Series 66 designation and has held positions at J.P. Morgan Securities, Merrill, and Bank of America. Outside of financial services, he is the sole owner of Campbell Properties, a business based in Bloomington, Indiana. 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 range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing technology and a centralized due diligence process to support client and advisor needs.

Andrew Diozzi is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Raymond James Financial Services and Concurrent Investment Advisors. Diozzi is also associated with The Wealth Stewards as a wealth advisor. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.

Hallie Hene is a financial advisor with NewEdge Advisors in Atlanta, GA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. She has previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Hallie also serves as Director of Planning and Operations at Streamline Wealth, an RIA based in Atlanta. 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 offers a range of portfolio management, financial planning, and consulting services through multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Lena Chandler is a Series 65-licensed financial advisor with NewEdge Advisors and Chandler Wealth Strategies, bringing four years of industry experience. Her prior roles include positions at First South Farm Credit and Woodmen Financial Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving high-net-worth 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 advisers, utilizing multiple program structures and technology tools to support client needs.

Brian Weese is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including roles at IHT Wealth Management and Wells Fargo Advisors. 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, and retirement consulting, utilizing a variety of program structures and technology tools to support client and advisor needs.

Mariza Bonilla is a Series 66-licensed advisor at NewEdge Advisors with 20 years of industry experience. She worked at TIAA-CREF from 2001 to 2025 before joining NewEdge Advisors in 2025. Bonilla conducts advisory services through NewEdge Advisors, LLC, doing business as Generate Wealth, LLC. 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, combining in-house manager selection with third-party models and advisor discretion.

Jeff Branson is a CFP® with 10 years of industry experience currently serving as a financial advisor at NewEdge Advisors. His prior roles include positions at Branson Financial Planning, LLC, and Investacorp Advisory Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, including access to third-party managers and sponsored advisory programs, with a focus on centralized due diligence and the use of technology to support advisors and clients.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

David Mcfeggan Jr. is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006 and joined NewEdge Advisors in 2023. Outside of his advisory roles, he has been involved in tax preparation and insurance-related business activities. 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 and employs multiple program structures supported by centralized due diligence and technology tools.

Jennifer Colby is a financial advisor with NewEdge Advisors holding a Series 66 designation and eight years of industry experience. She has worked at NewEdge Advisors since 2018 and previously was with Flagship Harbor Advisors and LPL Financial. In addition to her advisory duties, she provides administrative support to NewEdge 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 advisers. The firm offers a wide range of portfolio management, financial planning, consulting, and advisory services with an emphasis on centralized due diligence, ongoing monitoring, and the use of technology tools such as algorithmic model portfolios and held-away account platforms.

Garrett Ahrens is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ahrens Investment Partners, LLC since 2015. Outside of advising, he owns Find Her Films, LLC, a company that produces the movie "Find Her." NewEdge Advisors is a large registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and advisory services, combining in-house and third-party strategies with technology-supported solutions.

James Braun is a CFP® professional with 28 years of experience in the financial industry. He is currently affiliated with NewEdge Advisors and has previously worked with Investment Centers Of America, Inc. and LPL Financial. Braun is also involved in non-investment-related business entities 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 adviser representatives. The firm provides a broad suite of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

Cory Paton is a Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. Before joining NewEdge, he worked at Stifel Financial Corporation and Guaranteed Rate Affinity. He operates under the Tactical Wealth Management name within NewEdge. 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, utilizing centralized due diligence, technology tools, and both in-house and third-party manager strategies.

Maxwell Sprigg is a financial advisor at NewEdge Advisors with a Series 66 credential and five years of industry experience. He has worked at LPL Financial, LLC since 2021 and has been affiliated with NewEdge Advisors since 2019. Outside of finance, he is involved with Center Street Records, LLC, a business unrelated to investment advisory services. 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, financial planning, and consulting services through a network of independent representatives, utilizing both advisor-managed and model-based investment strategies alongside centralized due diligence and technology tools.

Mitchell Sovis is a financial advisor with NewEdge Advisors in Troy, MI, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked with firms including LPL Financial, Cetera Advisor Networks, and Ameriprise Financial Services. Sovis also provides administrative support to NewEdge Advisors and is a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as 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, utilizing multiple program structures and technology tools to support advisor and client needs.

Rebecca Schrumm is a financial advisor with NewEdge Advisors, holding a Series 63 credential and more than 22 years of industry experience. She has worked at LPL Financial since 2013 and was associated with Flagship Harbor Advisors from 2013 to 2021. She provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors serves 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 services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence.

James Leong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and ten years of industry experience. He previously worked at Private Portfolio Partners for nine years and LPL Financial for ten years. Leong provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. 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 offers various managed portfolio solutions, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support clients and advisors.