Brandon Papa is a financial advisor with NewEdge Advisors, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with NewEdge Advisors since 2016 and previously worked at LPL Financial starting in 2009. Outside of his advisory role, he is involved as an officer in Famous LA Meat Pie Co, a food manufacturing business, and is a partner in Hodgewells, LLC, an oil and gas investment entity. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base that includes 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, employing multiple program structures and leveraging technology and centralized due diligence in its investment approach.

Jerry Duncan is a financial advisor with NewEdge Advisors in Birmingham, AL, holding a Series 63 designation and over 51 years of industry experience. His prior roles include positions at UBS Financial Services and Stonegate Investment Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management, financial planning, and consulting services. The firm utilizes multiple program structures and emphasizes centralized due diligence and technology tools to support clients and advisors.

William Donnelly is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds a Series 63 designation and has held leadership roles at Donnelly Accountancy Corporation since 1980 and Donnelly Investment and Wealth Advisors, Inc. since 2016. Donnelly also has a longstanding association with San Jose State University beginning in 1984. 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 that combine in-house and third-party manager strategies.

Tyler Attales is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Before joining NewEdge Advisors in 2026, he worked at Coastal Capital Advisors, BrandRusso, and Moncus Park. He completed his education at Louisiana State University in 2024. NewEdge Advisors is a large registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, using multiple program structures and technology tools to support both advisors and clients.

William Mc Kinnon is a Series 65-registered financial advisor with NewEdge Advisors, LLC and has one year of industry experience. Prior to joining NewEdge, he worked at Sunset Slush of SSI and earned his degree from Georgia College & State University. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services through a network of independent advisors and utilizes centralized due diligence, technology tools, and both in-house and third-party investment strategies.

Lindsey Ferguson is a financial advisor with NewEdge Advisors in Greenwich, CT, holding Series 63 and Series 65 credentials and 36 years of industry experience. Her prior roles include positions at Mid Atlantic Capital Corporation and Wells Fargo Clearing. She serves as an advisory board member at Campus Cover Pro Services, assisting with business development and capital raise efforts. 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 a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

David Turnage is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 credential and bringing 16 years of industry experience. His prior work includes roles at Merrill and LPL Financial. Outside of his advisory work, he is involved in co-ownership of business ventures including Robust Ventures. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers diverse portfolio management and consulting services, using multiple program structures and technology tools to support advisors and clients.

Sean Koscho is an investment advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Base Wealth Management, Intervest International, and Primerica. Additionally, he served a decade with the Sarasota County Fire Department. NewEdge Advisors is a large registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as portfolio management, financial planning, and access to sponsored advisory programs, utilizing both in-house and third-party investment solutions.

Jeffrey Stone Jr. is a CFP® professional with 19 years of industry experience. He is currently with NewEdge Advisors and has worked previously at LPL Financial and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser that serves 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 comprehensive portfolio management and financial planning services, employing both in-house and third-party manager strategies supported by technology and centralized due diligence.

Melissa Mendez is a financial advisor at NewEdge Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at NewEdge Advisors since 2021, as well as previously at LPL Financial, Sanctuary Wealth, USAA, and Texas Legacy Wealth Management. 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 offers a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, employing multiple program structures and technology tools to support both advisors and clients.

Adam Bonner is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Cabot Lodge Securities, Apollon Wealth Management, South State Bank, and LPL Financial. Outside of NewEdge, he is actively involved with Apollon Wealth Management, where he works on investment advisory and model portfolio management. 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 range of portfolio management and consulting services, utilizing both in-house and third-party strategies with a focus on due diligence, technology tools, and recently incorporating artificial intelligence in certain operations.

Shawn Ewasyshyn is a CFP® and holds a Series 66 license, with 11 years of experience in the financial services industry. He has worked at NewEdge Advisors since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. In addition to his advisory role, Mr. Ewasyshyn is involved with Tax Planning Solutions, LLC, where he contributes to tax preparation and bookkeeping services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of portfolio management and consulting services and employs various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

William Mitchell is a financial advisor with NewEdge Advisors and holds Series 65 and Series 63 licenses. He has 18 years of industry experience, including roles at Goldman Sachs Personal Financial Management and Bank of New York Mellon Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent 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.

Mason Huck is a financial advisor with NewEdge Advisors holding a Series 66 license and 14 years of industry experience. He previously worked at LPL Financial and Securities America Advisors. Outside of his advisory role, he owns Tee & Wills LLC, a business unrelated to investment activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers various portfolio management and consulting services, utilizing a range of program structures and technology tools to support clients and advisors.

William Kinmonth Jr. is a CFP® and ChFC® with 29 years of industry experience. He currently serves as an advisor at NewEdge Advisors and LPL Financial, having previously worked at Citizens Securities, Inc. for over two decades. Outside of his advisory roles, he is active as a soccer official. 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 representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.

Brian Grogan is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Mid Atlantic Financial Management. Outside of his advisory work, he is a founding partner of Crescent Franchise Solutions, which focuses on succession planning for franchise owners. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies, supported by technology tools and rigorous due diligence.

Eli Moallem is a financial advisor with NewEdge Advisors in Montvale, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at GWM Advisors LLC, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Outside of advising, he has served as a campaign manager and political committee member involved in local and congressional campaigns. 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 both advisors and clients.

Scott Danek is a CFP® with 33 years of experience in the financial services industry. He is currently with NewEdge Advisors and has previously worked at Cetera, LPL Financial, and Equanimity Wealth Management, Inc., among others. Outside of his advisory duties, Danek ties fishing flies for fellow enthusiasts upon request. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management and consulting services through independent investment adviser representatives, combining in-house and third-party strategies while utilizing technology and centralized due diligence.

Dominic Carter is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes positions at LPL Financial LLC and Equitable Advisors, LLC. Outside of finance, he is involved with Friends Cafe in New Brunswick, NJ. 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 plan consulting, and access to third-party managers through multiple program structures combining in-house manager selection and third-party strategies.

James Welden is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and Independent Financial Partners. Based in New Orleans, LA, Welden also performs notary services in Newnan, 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 representatives. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.