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Stephen S

Series 66

Greenville, SC

Newedge Advisors

Stephen St John is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory work, he is involved in farming through Lake Cunningham Farms. 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 adviser representatives, combining in-house and third-party investment solutions supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cari L

Series 66, Series 65

Carlsbad, CA

Newedge Advisors

Cari Leamy is a financial advisor at NewEdge Advisors with five years of industry experience. She holds the Series 65 and Series 66 credentials and has worked at several firms, including Brighton Jones and Refresh Investments, before joining NewEdge Advisors in 2025. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and other entities through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and leveraging technology such as algorithmic model portfolios and held-away account platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ingrid R

Series 66

Albuquerque, NM

Newedge Advisors

Ingrid Roosild is a financial advisor with NewEdge Advisors in Albuquerque, NM, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with NewEdge Advisors since 2021 and concurrently with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2014. Outside of her advisory roles, she is involved in a collaborative divorce financial coaching practice and manages the Kivi Insurance Group LLC, where she oversees staff and new product sales. 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 and financial planning, and employs multiple program structures with an emphasis on centralized due diligence and technology-supported investment solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Steven F

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Steven Fanguy is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2015. 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 both in-house and third-party strategies supported by technology tools and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Darcy P

Series 66, Series 65

Seal Beach, CA

Newedge Advisors

Darcy Pierce is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Regal Wealth Group and EmancipAction, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures that combine in-house and external investment strategies.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Justin S

CFA®

Jupiter, FL

Newedge Advisors

Justin Sheinbaum is a CFA® charterholder affiliated with NewEdge Advisors in Jupiter, FL. He has approximately one year of industry experience, having previously worked at LPL Financial and U.S. Immigration Fund, LLC. Outside of his advisory role, he is involved with SHEIN, LLC, 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 representatives. The firm provides a 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 both advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ronald C

Series 63, Series 65

High Point, NC

Newedge Advisors

Ronald Clinard is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including prior roles at LPL Financial and Wells Fargo Advisors. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm 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 and third-party strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joel B

CFP®, Series 66

St. Simons Island, GA

Newedge Advisors

Joel Bickmore is a financial advisor with NewEdge Advisors, holding CFP® and Series 66 credentials and over 20 years of industry experience. He has worked previously at SunTrust Investment Services and LPL Financial. Mr. Bickmore serves as a board member for the Gathering Place, a faith-based 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 advisers. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eugene S

Series 66

New Orleans, LA

Newedge Advisors

Eugene Songy is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 credential and 16 years of industry experience. His work history includes roles at GWM Advisors, LLC dba South Louisiana Financial Services, LLC, LPL Financial, Investment Centers of America, and South Louisiana Bank. Additionally, he is the owner of an inherited family business, Songy's Sporting Goods. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nita P

Series 63, Series 66

New Orleans, LA

Newedge Advisors

Nita Pastor is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Her prior roles include positions at GWM Advisors, Mid Atlantic Capital Corporation, and Raymond James & Associates. She serves on the allocations committees for the Impact 100 of Greater New Orleans Foundation and the Women's Leadership Council at United Way, where she participates in grant selection decisions, and she manages Continuing Legal Education events for attorneys in Louisiana. 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 access to various advisory programs, combining in-house manager selection with third-party strategies and centralized due diligence supported by technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John C

Series 63, Series 66

New Orleans, LA

Newedge Advisors

John Cusimano is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously operated Cusimano Wealth Management, LLC, and worked at Raymond James Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charities through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Pedro G

Series 65

Irvine, CA

Newedge Advisors

Pedro Garcia is a Series 65 credentialed advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge Advisors, he held roles at PacificView Wealth Management and various positions in the automotive and racing industries, including Porsche Experience Center LA and Kinetix Racing. 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 a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan U

CFP®, Series 66

Boca Raton, FL

Newedge Advisors

Jonathan Ulin is a CFP® professional with 23 years of industry experience, currently affiliated with NewEdge Advisors. He has previously worked with IFP Securities, Independent Financial Partners, and LPL Financial. Ulin also operates Ulin & Co. Wealth Management, a business focused on wealth management and non-variable insurance products including fixed annuities and long-term care insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients including individuals, pension plans, corporations, and charitable organizations. The firm provides various portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Troy T

Series 63, Series 66

New Orleans, LA

Newedge Advisors

Troy Toups is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2015. 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 wide range of portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing technology and centralized due diligence to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul S

Series 63

Winter Park, FL

Newedge Advisors

Paul Shoquist is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Prime Capital Investment Advisors, 20/20 Capital Management, 20/20 Financial Advisors, and Ameritas Investment Corp. Outside of his advisory work, he serves as a director of Saw Tech Countertops, a construction products company he has been involved with since 2003. 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, consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John Burton C

Series 63, Series 66

New Orleans, LA

Newedge Advisors

John Burton Cestia III is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes significant tenures at Edward D. Jones & Co., L.P., Triad Advisors LLC, and LPL Financial. He is also the sole owner of Cestia Wealth LLC, a business entity unrelated to investment activities. 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 and third-party management with technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Wilkes M

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Wilkes Martin III is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining NewEdge in 2024. In addition to his advisory role, Mr. Martin operates an advisory service under the name Sage Capital 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 comprehensive range of portfolio management and consulting services, combining in-house manager selection with third-party strategies and employing technology tools such as algorithmic model portfolios and held-away account platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric B

Series 63, Series 65

Westborough, MA

Newedge Advisors

Eric Brisebois is a financial advisor with NewEdge Advisors in Westborough, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. His prior roles include positions at Vision Wealth Strategies, LLC and New York Life Insurance Company. Outside of his advisory work, he volunteers as a soccer coach with the Arlington Soccer Club and serves as a notary public. 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 wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jennifer K

Series 66

Westlake, OH

Newedge Advisors

Jennifer Kahl is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 23 years of industry experience. She has worked at NewEdge Advisors since 2021 and previously at Mid Atlantic Financial Management, Inc. from 2013 to 2021. In addition to her advisory role, she is a co-owner and advisor at The Kahl Group, LLC, where she provides financial planning and advisory services. 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 centralized due diligence to support client and advisor needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian W

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Brian Wynne is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2016. Wynne provides investment advisory services through multiple independent advisory firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a variety of services including portfolio management, financial planning, and retirement consulting, utilizing a range of program structures that combine in-house and third-party strategies with technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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