Kimberly Fink is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her career includes roles at Wells Fargo Advisors and Mid Atlantic Capital Corporation. Outside of financial advising, she co-owns and operates Fink Farms, where she occasionally assists with farm operations and harvest crew support. 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 manager selection, third-party model portfolios, and advisor discretion, supported by ongoing due diligence and technology tools.

Gregory Downey is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates and South Lyon Schools. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of services and utilizes multiple program structures, combining in-house manager selection with third-party strategies and technology tools to support advisors and clients.

Howard Silver is a financial advisor with NewEdge Advisors, LLC based in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and 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 range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Matthew Anderson is a CFP® with 20 years of experience in the financial industry. He is affiliated with NewEdge Advisors and has previously worked at HUB International, TCG Advisors, and 1st Global Advisors. Outside of his advisory role, he is an adjunct professor at the University of California San Diego and owns a tax preparation business, Everplan Tax, 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 broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Jim Bootsma is a financial advisor with NewEdge Advisors who holds the Series 63 and Series 65 designations and has 36 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been associated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2004. Outside of advising, he owns and operates a tax and accounting practice and is involved in fixed insurance sales and a real estate and cattle 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 variety of portfolio management and consulting services and operates multiple program structures that integrate in-house and third-party managers, supported by technology tools and centralized due diligence.

Katie Moss is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the CFP® designation and has previously worked at Cetera Wealth Services, LPL Financial, and other firms. Outside of her advisory roles, she serves as a board member for Hospice of Lansing, a nonprofit hospice care organization. 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 suite of services including portfolio management, financial planning, and retirement consulting through a network of independent advisors.

Maximus Di Sesa is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with NewEdge Advisors. His prior roles include positions at Ameriprise and Edward Jones. He serves on the board of directors for the Council on Addiction Prevention and Education. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering a broad range of portfolio management and consulting services supported by technology and centralized due diligence.

Matthew Cook is a CFP® with nine years of industry experience. He is currently an advisor at NewEdge Advisors and has previously worked at Edward Jones, LPL Financial LLC, Greenstone Ventures LLC, and Blue Ridge Realty & Investments. 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 investment adviser representatives. The firm offers a broad suite of services and multiple program structures, combining in-house manager selection with third-party model portfolios and advisor discretion, supported by centralized due diligence and technology tools.

Zhyar Abdul is a Series 65 licensed financial advisor at NewEdge Advisors with three years of industry experience. His prior roles include positions at Raymond James Financial Services, Level Four Advisory Services, and TJX 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 services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Carl Ermelbauer is a CFP® professional at NewEdge Advisors with nine years of industry experience. He has worked at various firms including WealthSource Partners, JP Morgan Securities, and American Financial Network Advisory Services. Outside of his advisory role, he is involved in insurance sales and serves as managing partner and owner of Financial North Partners. 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 offers comprehensive portfolio management, financial planning, and retirement consulting, combining in‑house and third‑party investment solutions with centralized due diligence and technology tools.

Peter Mallett is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His background includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, with his current tenure at NewEdge Advisors beginning in 2021. Outside of his advisory work, Mr. Mallett owns Mallett Design LLC, a company focused on developing tennis racquet grips. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad array of services and operates multiple program structures leveraging centralized due diligence, technology tools, and a combination of in-house and third-party manager solutions.

Matthew Robins is a financial advisor with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. Robins serves on the board of directors for Forever Story, a nonprofit organization. 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 and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Scott Woodward is a financial advisor at NewEdge Advisors with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining NewEdge Advisors in 2025, he spent over two decades at Mass Mutual Investors Services and MassMutual Life Insurance Co. He has also been affiliated with the University of Georgia since 1999. 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 suite of portfolio management, financial planning, and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party strategies and technology tools to support advisor and client needs.

Jill Lohr is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and JPMorgan Chase Bank NA. Outside of her advisory role, she is involved with Lohr Wealth Management, an investment-related business entity she owns. 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 independent investment adviser representatives and emphasizes centralized due diligence, ongoing monitoring, and the use of technology tools.

Teresa White is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Milestone Advisory Partners for 10 years. Outside of her advisory role, she is a licensed insurance agent and a notary public. 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 broad range of services including portfolio management, financial planning, and retirement consulting, utilizing centralized due diligence and technology tools to support clients and advisers.

Jennifer Capo is a financial advisor at NewEdge Advisors with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TIAA and TIAA-CREF for 17 years. She is affiliated full-time with Generate Wealth, LLC, operating under 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 adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing centralized due diligence and technology tools to support clients and advisors.

Lewis Post is a CFP® with 36 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior work includes significant tenures at Morgan Stanley Private Bank and Citigroup Global Markets. Post is also registered as an insurance agent specializing in fixed insurance and fixed annuities. 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, utilizing multiple program structures and centralized due diligence to support both advisors and clients.

Nvard Ter Matevosyan is a financial advisor with NewEdge Advisors holding a Series 66 credential and seven years of industry experience. Prior to joining NewEdge Advisors in 2024, she worked at Bank of America and Merrill from 2017 to 2024. Outside of her advisory role, she is a general partner at God First Enterprises LLC, a for-profit business entity. NewEdge Advisors is an enterprise-scale registered investment advisor 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 including portfolio management, financial planning, and retirement consulting through a network of independent advisors and employs multiple program structures supported by technology and centralized due diligence.

Lauren Lehman is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds the CFP® and CFA® designations, as well as Series 65 and Series 66 licenses. Prior to joining NewEdge Advisors in 2023, she worked for SOL Capital Management Company for 12 years and LPL Financial for 4 years. 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, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Farid Krizman is a financial advisor at NewEdge Advisors with 26 years of industry experience. He has held positions at TIAA and Tiaa from 2007 to 2025 before joining NewEdge Advisors in 2025. Mr. Krizman holds the Series 66 designation and is also a licensed 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 investment adviser representatives. The firm provides a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing centralized due diligence and technology tools to support advisor and client needs.