Ryan Metz is a CFP® with two years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Prior to joining NewEdge, he worked at Ameriprise for three years and at Pennington, Bass & Associates for two years. Ryan’s background includes roles at NewEdge Securities and academic experience at Texas Tech University. 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 services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Michael Klein is a financial advisor at NewEdge Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including LPL Financial and Gerber Kawasaki Wealth & Investment Management. Klein is also president of Pacific Pointe Advisors, an S corporation he established to manage his business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services and incorporates technology tools and centralized due diligence in its investment approach.

Timothy Finkelston is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at LPL Financial and is president of Columbia Benefits Consultants, Inc., a third-party administrator and recordkeeping firm. Finkelston is also vice president of the nonprofit Champions Against Cancer and maintains active law licenses in Pennsylvania and Maryland, though he does not practice law. 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 and consulting services and employs multiple program structures with centralized due diligence and technology tools to support client and advisor needs.

Alexander Goss is a financial advisor with NewEdge Advisors holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial, LLC and NewEdge Advisors since 2014. Outside of his advisory role, Goss is involved in several business ventures related to investment advisory and real estate management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, 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 advisor and client needs.

William Beeler is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 28 years of industry experience. Prior to joining NewEdge Advisors in 2024, he spent 19 years with Regal Wealth Group Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides 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 advisors and clients.

Stephen Berenson is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Wells Fargo Clearing and Cooper's Hawk Winery & Restaurant. Outside of advisory work, he is a managing partner at RL Tax and Bookkeeping, LLC, which provides tax accounting services. 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 a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support advisor and client needs.

Kellie Schuttler is a financial advisor at NewEdge Advisors with over 20 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services Inc., Triad Advisors, GWM Advisors, LLC, and LPL Financial. She provides administrative support to NewEdge Advisors alongside her advisory role. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support its network of independent investment adviser representatives.

Matthew Patterson is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses. He joined NewEdge Advisors in 2025 and previously worked at Ignition Creative LLC for nine years and Team Whistle for three 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 offers a wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Joe Creecy is a financial advisor at NewEdge Advisors with 26 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Ameriprise Financial Services, Inc. for 21 years before joining NewEdge Advisors and NewEdge Securities LLC in 2026. Outside of advisory work, he is a co-owner of Leisure Flight LLC, which owns a private airplane, serves on the board of Freedom Aviation Network, acts as treasurer of a homeowners association, and works as a contract motorcycle riding instructor. 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 portfolio management and consulting services, utilizing centralized due diligence, multiple program structures, and technology tools to support advisor and client needs.

Robert Waite is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining NewEdge Advisors in 2024, he worked at Raymond James Financial Services from 2015 to 2023 and has been involved with Waite Wealth Management since 2015. 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, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support client and advisor needs.

Graham Howle Jr. is a financial advisor at NewEdge Advisors with a Series 66 credential. He has been working with NewEdge Advisors since 2026 and has prior experience at Sentinel Spark, The Citadel, and other firms. Outside of his advisory role, he has been involved with the Greenville Drive Baseball Team and Hogan Howle Enterprises. 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 representatives. The firm offers a range of portfolio management and consulting services and utilizes both in-house and third-party strategies supported by technology tools and centralized due diligence.

Elizabeth Reed Hoole is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. She previously worked at Folger Nolan Fleming Douglas Inc. for nine years before joining NewEdge Advisors in 2024. 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 sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Mathew Rough is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors. Mathew is also involved full-time with Periscope Wealth Management, operating under the DBA Goss 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 advisers. The firm provides a broad range of portfolio management and consulting services, employing technology and centralized due diligence to support its advisor-managed and model-based investment solutions.

David Ryan is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at NewEdge Advisors since 2026 and previously spent 11 years at TIAA-CREF. 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 wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to managed programs, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Evan Saterfiel is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Iberia Investment Services. Outside of advising, he serves on the board of trustees for Ascension Episcopal School and participates on the finance committee of Ochsner Hospital. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and financial planning services, utilizing multiple program structures and technology tools to support advisor and client needs.

Gary Gullo is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with NewEdge Advisors since 2021 and has been associated with Olympus Financial Advisors since 2002, where he serves as co-president. Gullo also engages in fixed, long-term care, and health insurance 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 advisers. The firm provides a range of portfolio management and financial planning services, utilizing multiple program structures and incorporating technology tools to support advisors and clients.

Andres Rios is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for 11 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 adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Emory Hendrix Jr. is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for nine years before joining NewEdge Advisors and NewEdge Securities in 2022. Hendrix serves as treasurer on the board of the Greenville Zoo Foundation, managing budgeting, financial reporting, and risk management. 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 broad range of portfolio management and consulting services with multiple program structures combining in-house and third-party manager strategies.

Amanda Blocksom is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with NewEdge Advisors and has prior experience at Sagepoint Financial, ECG, and M Holdings Securities. Outside of her advisory work, she is involved with Industry 386 Salon LLC, a business she has operated since 2013. 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 services including portfolio management, financial planning, retirement and pension consulting, and access to curated advisory programs, utilizing centralized due diligence and technology to support client and advisor needs.

Riley Adams is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Google, YATI Media, and Entergy Corporation prior to joining NewEdge Advisors. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides various portfolio management and consulting services through a network of independent advisers, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.