Ashley Ferguson is a Series 65-licensed financial advisor with NewEdge Advisors, LLC, and has one year of industry experience. Prior to joining NewEdge, Ferguson held roles at Middlebrook Wealth and Frederick County Wealth, and worked for Wake County Government. Outside of advising, Ferguson is involved in managing a real estate business as an owner and landlord in Strasburg, VA. 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, utilizing multiple program structures and technology tools to support client needs.

Justin Kumph is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at NewEdge Advisors since 2021, with prior roles at Mid Atlantic Financial Management and Mid Atlantic Capital Corporation beginning in 2014. Outside of his advisory work, he is involved in presenting retirement seminars and operates Kumph Capital LLC, where he serves as president and manages client assets. 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 various portfolio management and consulting services and employs a combination of in-house manager selection, third-party models, and advisor discretion supported by technology and centralized due diligence.

Ellis Shiver is a financial advisor at NewEdge Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked at GWM Advisors, LLC (DBA Southern Point Investment Partners) since 2018 and at LPL Financial, LLC since 2016. Outside of his advisory roles, he is involved with The Shiver Group, LLC, a business entity for tax and investment purposes. 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 investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

John Suarez is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch from 2010 to 2019. Suarez is also involved with River Basin Distillery, LLC, a distillery business based in New Orleans. 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 variety of portfolio management and consulting services and employs a combination of in-house and third-party investment strategies supported by technology tools and centralized due diligence.

Mitchell Bergen is a Series 66-credentialed financial advisor at NewEdge Advisors with three years of industry experience. He previously worked at Stifel - Olson Financial Group and Talent Plus Inc. Outside of his advisory role, he volunteers as a youth sports coach at the YMCA of Lincoln and serves as a committee member for the Knights of Columbus at Blessed Sacrament Catholic Church. 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 a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house and third-party strategies with ongoing due diligence and technology support.

David Mazzetti is a CFP® professional with 28 years of industry experience, currently serving with NewEdge Advisors. His prior experience includes over 21 years at Ameriprise and Ameriprise Financial Services, Inc. He is an owner of 7B Ventures LLC and serves on the board of the Empire State College Foundation. 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 offers a broad range of portfolio management, financial planning, and consulting services while employing multiple program structures and technology tools for manager selection and client support.

Phillip Fontenot is a financial advisor at NewEdge Advisors with over 31 years of industry experience. He holds the Series 66 designation and has worked at firms including Iberia Savings Bank, Iberia Financial Services, Infinex Investments, Triad Advisors, and NewEdge Advisors. Outside of his advisory work, he serves as president of the Lafayette Lambda Chi Alpha Alumni and Realty Corporation, managing the fraternity house for the local chapter. 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 plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

James Herrell is a CFA® charterholder with 12 years of industry experience. He has worked at NewEdge Advisors since 2022 and was previously with Beacon Pointe Advisors and Beacon Pointe Wealth Advisors from 2016 to 2022. He operates as an investment adviser representative solely 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 advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Chitra Patel is a CFP® with over 22 years of experience in the financial services industry. She is currently with NewEdge Advisors, where she has worked since 2022, having previously been employed at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, Patel serves on the boards of TiE Atlanta, a nonprofit organization for entrepreneurs, and South Asian Working Moms, a nonprofit that organizes events for South Asian working mothers. 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 range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and model-based investment strategies supported by technology and centralized due diligence.

Michael Nimmo is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for nine years and UBS Financial Services Inc for four years. NewEdge Advisors is a large 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, financial planning, and retirement consulting services, employing multiple program structures and emphasizing centralized due diligence and technology integration.

Logan Smith is a financial advisor with NewEdge Advisors and holds Series 65 and Series 63 licenses. He has nine years of industry experience with prior roles at MML Investors Services, Mass Mutual Life Insurance, OneAmerica Securities, and OneAtlanta Wealth Advisors. Based in St. Simons Island, GA, Mr. Smith also conducts advisory services under the DBA Streamline Wealth. 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 services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology-driven solutions.

Erin Kerber is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. She previously worked at LPL Financial and Investment Centers of America, Inc., and serves as a fitness instructor for the City of Chaska. She also holds a political role as a 1st Alternate Commissioner for the City of Chaska. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures including advisor-managed accounts, model-based strategies, and manager-of-managers platforms.

Abduhl Mashhoon is a CFP® with 19 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following nine years at Raymond James & Associates. In addition to his advisory role, he is a licensed insurance agent in Georgia and serves as a notary with no fee charged for that service. 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, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence to support advisors and clients.

Timothy Bearden is a CFP® and ChFC® with 37 years of experience in the financial services industry. He has worked at several firms, including LPL Financial, Cetera, and Stonebridge Financial Partners. In addition to his advisory work, he is involved with Stonebridge Farms and Retreat, a farming enterprise in Metamora, MI. He provides investment advisory services through NewEdge Advisors, an enterprise‑scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services using a variety of program structures and emphasizes centralized due diligence and technology-supported solutions.

Jordan Liskey is a Series 66 licensed financial advisor with 15 years of industry experience, currently associated with NewEdge Advisors since 2024. Prior to joining NewEdge, he worked at Edward Jones for seven years and held positions at Wells Fargo entities from 2013 to 2017. Outside of his advisory role, Liskey serves on the board of Barns of Rose Hill, a local nonprofit for the arts, participating in its Budget, Finance & Investment and Development Committees. 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 broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Grant Davis is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Matchpoint Connection and State Farm Insurance. Outside of his advisory work, he has experience associated with Louisiana State University and a restaurant business called Mikes in Tigerland. 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 and consulting services and integrates technology and centralized due diligence in its multiple program structures.

John Fiorio is a CFP® professional with 42 years of experience in the financial industry. He is currently affiliated with NewEdge Advisors and has previously worked at Investment Centers of America, Inc. and LPL Financial, LLC. Outside of his advisory work, he is a co-owner of Fiorio Investment Planning Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a broad client base including individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, and access to various advisory programs, utilizing centralized due diligence, ongoing manager monitoring, and technology-driven tools to support client solutions.

Austin Potter is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at NewEdge Advisors. His prior experience includes roles at LPL Financial LLC, Stonebridge Financial Partners, Cetera Advisor Networks, and Plante Moran Financial Advisors. Potter is based in Troy, Michigan, and holds Series 63 and Series 65 licenses in addition to his CFP® designation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures that integrate in-house manager selection with third-party strategies and advisor discretion.

Ian Williams is a financial advisor at NewEdge Advisors with a Series 65 credential. He has diverse work experience including positions at Mercury Tech Partners, Piper Aircraft, Textron Aviation, and service in the United States Army. 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, retirement plan consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Natalie Manning Deal is a Series 65-licensed financial advisor with NewEdge Advisors in Birmingham, AL, and has four years of industry experience. She previously worked at Stonegate Investment Group, LLC and BBVA Compass Investment Solutions Inc. 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 various portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and emphasizes centralized due diligence supported by technology tools.