Erik Linstrom is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining NewEdge in 2024, he spent 14 years with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. He is also the founder of Fortis Wealth Advisors, through which he provides advisory services. 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, retirement consulting, and advisory program services, utilizing a combination of in-house and third-party strategies supported by technology and centralized manager oversight.

Christopher Houghton is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors, Lake Point Advisory Group, TD Ameritrade, and the Texas A&M Engineering Extension Service. 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 comprehensive portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.

Frank Gesuale is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Intelligence Driven Advisers, LLC and Hightower 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 investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using both in-house manager selection and third-party model strategies.

Mark Basola is a CFA® charterholder affiliated with NewEdge Advisors, where he has worked since 2024, bringing two years of industry experience. Prior to joining NewEdge, he spent six years at Enterprise Bank and two years at Commerce Bank. 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 range of services including portfolio management, financial planning, and retirement consulting, utilizing a variety of program structures and technology tools to support clients and advisors.

John Morein is a financial advisor at NewEdge Advisors with over 20 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Ahrens Investment Partners since 2015 before joining NewEdge in 2023. Outside of advisory work, he is involved in the sale of life and health insurance products. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, employing multiple program structures and centralized due diligence, and incorporates technology and recent use of artificial intelligence in its operations.

Jody Davis is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at NewEdge Advisors since 2020 and has associations with Capital Wealth Management Group and LPL Financial dating back to 2007. 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 various portfolio management and consulting services, using a range of program structures and technology tools to support advisor and client needs.

Rami Abdelhadi is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services for a combined 21 years. Outside of advisory work, he is involved in non-investment-related business ownership. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Jerrod Pinkston is a financial advisor with NewEdge Advisors in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He previously worked at LPL Financial and Next Financial Group Inc. Pinkston is also a certified public accountant. 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, offering a broad range of portfolio management and consulting services supported by centralized due diligence and technology tools.

Charles Stowman is a financial advisor with NewEdge Advisors holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining NewEdge Advisors, he worked at LPL Financial and Bremer Bank. Outside of his advisory work, he is involved in managing estate fiduciary duties and farmland operations. 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 and utilizes multiple program structures combining in-house and third-party management supported by technology tools and centralized due diligence.

Gregory Huck is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at LPL Financial and Securities America before joining NewEdge Advisors in 2025. 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 and consulting services, combining in-house manager selection with third-party models and uses technology tools and centralized due diligence to support advisors and clients.

Amanda Blackwell is a Series 66 credentialed financial advisor with four years of industry experience. She is currently with NewEdge Advisors and LPL Financial, having held previous roles at Goss Wealth Management and multiple positions in the hospitality industry. 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 advisor and client needs.

Mary Zastrow is a CFP® professional with 17 years of experience in financial advising. She currently works at NewEdge Advisors and previously spent ten years at Milestone Advisory Partners. 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 provides a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.

Robert Britton is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials and has previously worked at HUB Investment Partners, TCG Advisors, and Wheelerfrost Wealth Managers. Outside of his advisory role, he is involved in the management of the Vine House Bed & Breakfast in Temecula, California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a variety of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support its multi-structured advisory programs.

Bradley Jay Blum is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and UBS Financial Services. Outside of his advisory work, he operates Equo Investments, LLC, a sole proprietorship involved in buying and selling investment horses, and serves on the boards of Air-Clenz LLC, a startup focused on air purification, and Neuro Rays, a company developing optical systems. 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 range of portfolio management and consulting services, employing multiple program structures and centralized due diligence, and integrates technology tools and artificial intelligence in its operations.

Bryan Pridmore II is a CFP® with eight years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at Mission Trails Financial, Krause Wealth Management, and eMoney Advisor. Outside of financial advising, he owns BPV, LLC, a photography and videography services business. 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 portfolio management and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Amanda Klein is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Mid Atlantic Capital Corporation, and HarbourVest Partners. Outside of her advisory role, she provides tax preparation services through Klein Tax Services. 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 range of portfolio management and consulting services, employing multiple program structures and centralized due diligence supported by technology, including recent adoption of artificial intelligence in certain operations.

Ryan Forster is a CFP® professional with 19 years of industry experience. He is currently with NewEdge Advisors and has held roles at several firms, including Cetera Advisors and Comprehensive Retirement Solutions. Outside of advisory work, he is a partner in a social club called E Social, where he oversees financials and operations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services with an emphasis on centralized due diligence, technology integration, and multiple program structures to meet diverse client needs.

William Woods is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked in the field since 1997, including a long tenure at Mid Atlantic Capital Group. Outside of his advisory role, he is a trustee for the Lisa J. Woods Lifetime Trust, managing responsibilities related to the trust and its beneficiaries. 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 a centralized due diligence process in managing third-party managers and strategies.

Gabriel Shabat is a financial advisor at NewEdge Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ameriprise and Deutsche Bank. Outside of his advisory role, Shabat serves as a graduate course facilitator at Boston University and will be an adjunct professor of finance at Belmont University. 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, financial planning, and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Christian Nimmo is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and UBS Financial Services Inc. He is based in Janesville, Wisconsin. 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 range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.