Christopher Grellas is a CFP® professional with nine years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following prior roles at AW Securities and Allworth Financial, LP. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through an extensive network of independent investment adviser representatives. The firm provides a wide range of services, including comprehensive portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence processes.

Steven Cecil is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 24 years of industry experience, including prior roles at Mid Atlantic Financial Management and USAA-affiliated firms. 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, utilizing multiple program structures and technology tools to support advisor and client needs.

Tristram Millard is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at Fisher Investments, MSI Financial Services, MetLife Investment Fund Services, and Citizens Securities. He is involved in multiple investment-related business activities through entities affiliated with LPL Financial and 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 wide range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing diverse program structures and technology tools to support client and advisor needs.

Robert Maks is a CFP® professional affiliated with NewEdge Advisors, with seven years of industry experience. He has worked at several firms, including CWM, LLC, Cetera Advisor Networks, and Stonebridge Financial Partners. Maks serves as an investment advisor representative at NewEdge Advisors, dedicating full time to this role. 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, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Nicholas Robillard is a Series 65 licensed financial advisor with NewEdge Advisors in Birmingham, AL, and has two years of industry experience. Prior to joining NewEdge, he worked at Stonegate Investment Group and has a background as a professional golfer and involvement with Pebblehurst Golf and Putter Lab. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse portfolio management and consulting services, combining in-house and third-party strategies with the use of technology and centralized due diligence.

Stephen Cherewaty Jr. is a financial advisor at NewEdge Advisors with a Series 65 credential. He has one year of industry experience and previously worked at Signtag Corporation, Northwest Innovation Resource Center, Bureau Veritas North America, and Blue Origin. 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 a wide range of portfolio management and consulting services and utilizes multiple program structures with a focus on centralized due diligence and technology-supported advisory solutions.

Patrick Moran is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He is also the CEO and owner of Moran Private Wealth, an investment advisory business affiliated with 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 investment adviser representatives. The firm offers a variety of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager selection, supported by technology solutions and centralized due diligence.

Chad Fitzpatrick is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2013. Fitzpatrick also operates Fitzpatrick Financial, LLC for tax purposes and is a licensed life and health insurance agent. 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 comprehensive portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party models and advisor discretion.

Joshua Harper is a CFP® and ChFC® with 19 years of experience in financial services. He is currently a wealth advisor and partner at NewEdge Advisors, having previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Co for 17 years. Outside of his advisory role, he is involved in several business ventures including a sailing charter LLC and an investment advisory firm based in Atlanta. 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 through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

Adam Ritter is a financial advisor at NewEdge Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he is involved with Cubit Wealth Management as a private wealth advisor and also provides consulting services in wealth planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to advisory programs through multiple platform structures, combining in-house and third-party solutions with an emphasis on centralized due diligence and technology integration.

Benjamin James is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Bank of America and Merrill. Beyond his advisory work, he serves on the finance committee at Brookwood Baptist Church and is a member of the advisory board of the College of Business at Louisiana Tech University. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services and employs a variety of program structures to integrate in‑house and third‑party strategies supported by centralized due diligence and technology tools.

William Laird Jr. is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023, following roles at FORVIS Wealth Advisors LLC and Dixon Hughes Wealth Advisors LLC. Outside of his advisory career, Mr. Laird is active in several community and nonprofit organizations, including serving on the boards of Lutheran Social Services, Clarke School for the Deaf, and Stetson University Alumni Board of Directors. 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 investment adviser representatives, utilizing multiple program structures and technology tools to support diverse client needs.

Rebekah Johnson is a financial advisor at NewEdge Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Tempo Investment Advisors, and Eide Bailly LLP. Johnson is involved with the Lions Club of Victoria and the Reach For Me Network in outside employment roles. 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, utilizing multiple program structures and technology tools to support clients and advisors.

David Lacinski is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 28 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been associated with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 2009. Outside of his advisory work, Lacinski serves as an executive vice president at Penn North Financial Services and helps coach the varsity football team at Armstrong High School. NewEdge Advisors is an enterprise-scale 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 variety of portfolio management and consulting services, emphasizes centralized due diligence and ongoing monitoring of third-party managers, and employs technology tools and multiple program structures to support advisor and client needs.

Jason Carter is a financial advisor with NewEdge Advisors and holds a Series 66 license. He has 19 years of industry experience, including long tenure with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he manages a small residential rental property. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services through a network of independent advisers, employing both in-house and third-party strategies supported by advanced technology and centralized due diligence.

Quinton Autin is a financial advisor with NewEdge Advisors and holds CPA credentials. He has four years of industry experience alongside six years as a CPA and manager at MireGroup CPAs. His prior experience includes work at PRM CPAs + Advisors, LLC and Postlethwaite & Netterville. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures and emphasizes centralized due diligence and technology tools to support advisors and clients.

Daniel Perrotti Jr. is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors since 2021 and at Mid Atlantic Capital Corp since 2009. Outside of his advisory roles, he serves as Vice President of Perrotti Partners, LLC, a financial consulting 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 a range of portfolio management and consulting services and employs multiple program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Robert Young is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He has worked at Edward Jones for 10 years before joining NewEdge Advisors in 2026. 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 services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Allahyar Nejad is a financial advisor with NewEdge Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial and SunTrust Advisory Services LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving high-net-worth 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, utilizing both in-house and third-party investment strategies, and incorporates technology tools and centralized due diligence in its approach.

Walter Gundlach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Banc One Securities Corporation. He serves on an advisory committee for Resource Bank. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, combining in-house manager selection with model-based strategies and advisor discretion supported by technology tools.