Stuart Winfree is a CFP® professional with 39 years of experience in the financial industry. He currently works at NewEdge Advisors and previously spent 15 years with Cambridge Investment Research Advisors, INC. He serves as a board member for multiple local associations and nonprofit organizations, including Prisoners of Christ and a homeowners association in Jacksonville, FL. 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, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection, third-party models, and advisor discretion.

Patricia Morgan is a financial advisor at NewEdge Advisors with 14 years of industry experience. She holds the Series 65 designation and has worked at Mid Atlantic Financial Management and Adair Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs through a network of independent advisers, employing multiple program structures and technology tools to support client needs.

Robert Palmer is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Heritage Wealth Advisors and Hefren-Tillotson, Inc. prior to joining NewEdge Advisors. 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 representatives. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support both advisors and clients.

Bradford Clinard is a CFP® with 16 years of experience in the financial services industry. He has worked with NewEdge Advisors and LPL Financial since 2017 and spent a year at Wells Fargo Advisors prior to that. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm serving individuals, retirement 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, combining in-house manager selection with third-party models and advisor discretion.

Jeffrey Hammack is a Series 65 licensed advisor with NewEdge Advisors. He has four years of experience at NewEdge Advisors and a total of ten years in the industry, including prior roles at Five-S Group, Community Coffee, and Shaw Group. 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 offers a broad range of portfolio management and consulting services, utilizing both in-house manager selection and third-party model portfolios, supported by technology tools and centralized due diligence processes.

Richard Evans is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2015 to 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 advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures that combine in-house manager selection with third-party models and advisor discretion.

Dale Dominick is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63, 65, and 66 designations and over 21 years of industry experience. He has worked at NewEdge Advisors since 2021 and has held roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a board member for the nonprofit Pittsburgh Cares. 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 provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support client and advisor needs.

Stephen Liles is a CFP® professional with 19 years of industry experience, currently affiliated with NewEdge Advisors and LPL Financial since 2016. He also holds credentials including Series 66 and is based in New Orleans, LA. Outside of his advisory work, he is licensed as an attorney and is involved in several business entities, including legal services and private wealth management. 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, and retirement consulting, supported by centralized due diligence, technology tools, and a mix of in-house and third-party investment solutions.

Karen Johnson 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. 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 third-party managers and advisory programs, utilizing technology and centralized due diligence to support advisor and client needs.

Michael Kreimer is a CERTIFIED FINANCIAL PLANNER™ professional with 40 years of industry experience. He currently serves as an investment advisor representative at NewEdge Advisors, having previously worked with firms including Compass Securities Corporation and Raymond James Financial Services. Kreimer is also president of Ballantyne Financial Group LLC and conducts commission-based fixed insurance business through various general agents. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, utilizing multiple program structures and centralized due diligence supported by technology tools.

Marc Clark is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Arbor Point Advisors, and Securities America. 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 and employs multiple program structures combining in-house manager selection with third-party models and advisor discretion.

Burke Rogers is a Series 65-licensed financial advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge, he worked at Iqeq and has experience in both corporate and academic environments. 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 offers a variety of portfolio management and consulting services, combining in-house manager selection with third-party models and uses technology tools and AI in its operations.

Thomas Gunderson is a CFP® with 44 years of industry experience. He is affiliated with NewEdge Advisors and has previously worked at Investment Centers of America, Inc. for over three decades. His professional activities include founding Thomas Gunderson, Inc., a business entity 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 advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures that combine manager selection and model-based strategies supported by centralized due diligence and technology tools.

Caleb Rodriguez is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds the Series 65 designation and has previously worked at LPL Financial, Epstein & White Financial, Mercer Global Advisors Inc., and Jackson Financial Management. 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 services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing technology and centralized due diligence in its investment approach.

John Menniti is a CFP® with 30 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at LPL Financial, Private Portfolio Partners, Fidelity Personal and Workplace Advisors, and Strategic Advisers. 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 range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, with multiple program structures and a focus on centralized due diligence and technology integration.

Casey Hande is a financial advisor at NewEdge Advisors with 19 years of industry experience. He holds the Series 66 credential and has worked previously at LPL Financial and Investment Centers of America, Inc. Outside of his advisory work, he is involved with KC Creek Apparel Company, LLC, an outdoor apparel business. 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 offers a wide range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support clients and advisors.

Michael Masters is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2023. He previously worked for Wells Fargo Advisors for 10 years. Outside of his advisory role, Masters is the owner and manager of Talanton, LLC, a financial advice business based in Peachtree Corners, GA. 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 and employs multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Heather Beckwith is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including roles at Raymond James Financial and Wealth Strategies Partners, where she has been associated since 2014. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through independent 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 advisors and clients.

Harlan Hughes is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors and LPL Financial since 2017, following a two-year tenure at Capital One Investing. Hughes provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm that serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and centralized due diligence supported by technology tools.

Anna Long is a financial advisor with NewEdge Advisors, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Castle Wealth Partners and various companies in the Marietta, GA area. 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 broad range 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.