William Langdale IV is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. His career includes roles at LPL Financial LLC, Southern Point Investment Partners, and Langdale Vallotton, LLP. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology-driven solutions.

Brandon Chandler is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He previously worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Chandler is also involved with a business entity called Aunties Sunset Ally, LLC, which is not investment related. 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, utilizing multiple program structures and technology tools, and emphasizes centralized due diligence and ongoing monitoring of third-party managers.

Matthew Melendy is a financial advisor with NewEdge Advisors in Jupiter, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at NewEdge Advisors since 2019 and previously held roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of advisory work, he is a co-owner of a commercial/medical office property and also engages in unsolicited term life insurance sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers diverse investment programs combining in-house and third-party strategies, employs centralized due diligence, and integrates technology solutions such as algorithmic model portfolios and held-away account platforms.

Dennis Schlegel Jr. is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at LPL Financial, MassMutual, and Gitterman Wealth Management. He is also an agent selling non-variable insurance. 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 diverse range of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support advisors and clients.

Robert Blenkle is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Marshall & Sterling Wealth Advisors, LPL Financial, and AXA Advisors. Outside of his advisory role, he is salaried by 7B Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party management with technology tools and centralized due diligence.

Shawn Stanley is a financial advisor with NewEdge Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2024, he spent 10 years with JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, Mr. Stanley serves as Vice President of the Plano West Lacrosse Club, focusing on youth recruitment. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and charitable organizations through a network of independent advisers. The firm offers diversified portfolio management and consulting services, employing various program structures and integrating technology tools to support both advisors and clients.

Lisa McMillion is a financial advisor at NewEdge Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 13 years. She is associated with Northshore Wealth Advisors, a DBA for her LPL-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 variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Jeffery Berenson is a CFP® professional with 39 years of industry experience, currently serving at NewEdge Advisors since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as treasurer for the Kiwanis Club of Orland Park, where he manages financial records and supports community activities. 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 diversified portfolio management, financial planning, retirement plan consulting, and access to various sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

Kevin Christopher is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 24 years of industry experience. His background includes roles at firms such as CWM, LLC (Carson Group Partners), Cetera Advisor Networks, and Infinex Investments. In addition to his advisory work, he is involved in selling fixed insurance products and maintains a minimal legal practice focusing on basic wills and healthcare proxies. 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 provides a variety of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party manager selections supported by centralized due diligence and technology tools.

Kasey Hosack is a financial advisor at NewEdge Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Stifel and NAI FMA Realty. Outside of her advisory role, Hosack is the Director of Client Service for Cleartrek Wealth Partners and CrossMMG LLC, a professional employer organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence processes.

Jerry Taylor is a financial advisor with NewEdge Advisors in Tulsa, OK, holding a Series 63 designation and 40 years of industry experience. His prior experience includes roles at LPL Financial LLC, GWM Advisors, Triad Advisors, UBS Financial Services, and Citigroup Global Markets. 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 consulting, and access to sponsored advisory programs, utilizing centralized due diligence and technology tools to support advisor and client needs.

Brittany Shaker is a CFP® with 18 years of experience in the financial services industry. She is currently with NewEdge Advisors and has prior experience at Ameriprise Financial Services, Inc. She also operates Tempus Advisory Group, through which she provides advisory services. NewEdge Advisors is a large-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, utilizing multiple program structures and technology-driven tools to support both advisors and clients.

Frank Nemeth is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Advisors LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. 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 provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies along with technology tools to support advisor and client needs.

Jo Pate is a financial advisor with NewEdge Advisors and holds a Series 63 designation, bringing 19 years of industry experience. Prior to joining NewEdge Advisors in 2019, Jo worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2019. Outside of advisory work, Jo is involved in several business ventures including ownership interests in multiple Smoothie King franchise entities and content creation as an author. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and employs a range of program structures combining in-house and third-party solutions supported by centralized due diligence and technology tools.

Bruce Gilmore is a financial advisor with NewEdge Advisors, holding a Series 63 designation and over 38 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently with Mid Atlantic Financial Management and Mid Atlantic Capital Corporation since 2015. Gilmore also has a longstanding role in fixed insurance sales, including life, health, fixed and indexed annuities, long-term care, and disability insurance. Additionally, he has engaged in food delivery work through DoorDash. 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 through a network of independent investment adviser representatives. The firm offers diverse portfolio management and consulting services, utilizing a combination of in-house and third-party investment strategies supported by technology and a centralized due diligence process.

Scott Hawk is a Series 65-licensed advisor with NewEdge Advisors, LLC, based in New Orleans, LA, and has three years of industry experience. Prior to joining NewEdge Advisors, he worked at REE, Inc. and served seven years at Praise Church. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a broad range of portfolio management, financial planning, retirement consulting, and advisory programs. The firm combines in-house manager selection with third-party strategies and employs technology tools and centralized due diligence to support advisor and client needs.

Stephen Gainey is a CFP® with 26 years of industry experience, currently serving as an investment advisor with NewEdge Advisors since 2017. He has also been affiliated with LPL Financial since 2013 and previously worked at Stratos Wealth Partners. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent representatives. The firm provides a wide range of portfolio management, financial planning, and consulting services, utilizing a combination of in-house and third-party strategies supported by centralized due diligence and technology tools.

Brian Murphy is a financial advisor with NewEdge Advisors in Troy, Ohio, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at NewEdge Advisors since 2021 and has concurrently been associated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2009. Outside of advising, he has an ownership interest in a retail food and beverage store operated by his spouse. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a large network of independent adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing multiple program structures and technology tools to support advisors and clients.

William Thompson is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 16 years of industry experience. He has been with NewEdge Advisors since 2016 and also maintains a relationship with LPL Financial. 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, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Tyler Liffrig is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds a Series 66 designation and has previously worked with firms including LPL Financial, GWM Advisors, and Concorde Asset Management. Outside of his advisory role, he is involved with the National Collegiate Hockey Conference. 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 technology tools to support advisors and clients.