Donovan Cizek is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, CETERA Advisor Networks LLC, Stonebridge Financial Partners, and Capital Group - American Funds. He also provides administrative support to NewEdge Advisors. 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 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 client and advisor needs.

Laura Haas is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously attended The University of Texas at Austin. NewEdge Advisors is a large 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 diverse client needs.

Ian Waldo is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Raymond James and its affiliates from 2007 to 2018, and currently operates Waldo Wealth Partners LLC, a financial advisory business. Waldo is based in Northville, MI. 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 broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology to support advisor and client needs.

Jeffrey Nicholson is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, Southern Medical Technologies, AT&T, and held teaching positions at The University of Alabama and Jasper High School. 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 combining in-house and third-party management with technology-supported solutions.

James Payne is a financial advisor with NewEdge Advisors and holds a Series 66 credential. He has 20 years of industry experience, including 17 years at MassMutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory role, he is a partner at Streamline Wealth, where he sells fixed insurance products to clients. 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 platforms to support both advisor and client needs.

Richard Rush is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining NewEdge in 2022, he worked at Private Client Services LLC, Executive Wealth Management, and Invest Financial Corp. Outside of his advisory work, he serves as an adjunct professor at Wayne State University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves 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 a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Thomas Evans is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including MassMutual Life Insurance, Eagle Strategies (NY Life), Cornerstone Financial, 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. The firm offers a broad range of services and utilizes multiple program structures, combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and advanced technology tools.

Bryan Bishop is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 16 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2014 to 2023. Outside of his advisory role, he serves as the Chief Financial Officer and Treasurer of the University of Southern California Alumni Association, managing accounting and scholarship fundraising for the 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 range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing centralized due diligence and technology tools to support clients and advisors.

Mark Moss is a Series 65-licensed financial advisor with NewEdge Advisors and has four years of industry experience. He previously worked at Bancorp South Bank for nine years before joining NewEdge Advisors. Mr. Moss is a foundation member and periodically serves on the board of ARC of Caddo Bossier. 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 advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology to support client needs.

Rajnish Bhuyan is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Raymond James and Associates, JPMorgan Chase Bank NA, and J.P. Morgan Securities LLC. Bhuyan serves as a board member for the First Tee Organization, a charitable entity, dedicating time to oversight duties. 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 comprehensive range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Elizabeth Zemak is a financial advisor at NewEdge Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Rooted Planning Group, Market Street Trust Company, and John G. Ullman and Associates. Zemak conducts advisory services through NewEdge Advisors, LLC under the name Continuity 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 provides a broad range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support client needs.

Basil Lamastus is a CFP® certificant with 29 years of industry experience, currently serving at NewEdge Advisors since 2026. His prior roles include positions at Ameriprise and Wells Fargo Advisors. 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 comprehensive portfolio management, financial planning, retirement and pension consulting, and access to various advisory programs, utilizing a range of program structures and technology tools to support both advisors and clients.

Tom Glandt is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked with Investment Centers Of America, Inc., LPL Financial, and GWM Advisors, LLC. Outside of his advisory role, he serves as a junior high girls basketball coach and is the owner of a small promotional business, GO PROMO LLC. NewEdge Advisors is a large 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 wide range of services, including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence to support both advisors and clients.

Perry Frey is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Ahrens Investment Partners. Outside of advisory services, he is involved in managing family farm operations through B&Q LLC. 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 and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Michelle Hollenshead is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and bringing 22 years of industry experience. She worked at Edward Jones for 17 years before joining LPL Financial, where she served for four 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 advisers. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence.

William Marshall is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Equity Services, Inc. and National Life Group. Outside of advisory services, Mr. Marshall is a licensed insurance agent. 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 offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

David Bastoni is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Allworth Financial, and NewEdge Securities. Bastoni volunteers as a committee chair for the Ducks Unlimited Folsom Chapter annual banquet and serves on the HOA board for a Sarasota, Florida community. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures supported by centralized manager due diligence and technology tools.

Matthew Brown is a CFP® professional associated with NewEdge Advisors with 18 years of industry experience. He previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, he is a partner and manager of Brownstone Holdings, LLC and SIG Holdings, LLC, holding companies used for tax purposes. 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 portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client needs.

Roland Castle is a CFP® with 28 years of industry experience, currently serving with NewEdge Advisors since 2023. His prior roles include positions at LPL Financial, Independent Advisor Alliance, and Stephens Inc. He serves on the advisory board of Ascension Sacred Heart Hospital, 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. The firm offers diverse portfolio management and consulting services through a network of independent advisers, emphasizing centralized due diligence and the use of technology to support client and advisor needs.

Brad Decker is a financial advisor with NewEdge Advisors in Harrisburg, PA, holding a Series 66 credential and 16 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities Inc in 2024, he spent 14 years at Cuso Financial Services, LP. Outside of his advisory role, he is involved in community activities as chair of the capital campaign committee for Hummelstown United Church of Christ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisors. The firm provides a wide range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology-driven tools to support diverse client needs.