Christopher St. Germain is a Senior Advisor at NewEdge Advisors with 25 years of industry experience. He holds a Series 66 credential and has worked at NewEdge Advisors and NewEdge Securities since 2023, and previously at Purshe Kaplan Sterling Investments and Ahrens Investment Partners for eight years. Outside of his advisory role, he is a managing partner of STG Capital, LLC and serves as a trustee for the Rebecca Ahrens 2008 multigenerational trust. 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 suite 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 needs.

Craig Wroten is a CFP® professional with 30 years of industry experience, currently serving as an advisor at NewEdge Advisors. His career includes over two decades at Edward Jones and a period with LPL Financial. Outside of his advisory work, he is also a self-employed musical performer. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, employing multiple program structures that combine in-house and third-party strategies with centralized due diligence and technology support.

Nicholas Stamatis is a Series 66 licensed financial advisor at NewEdge Advisors with 21 years of industry experience. Prior to joining NewEdge in 2026, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. Outside of his advisory role, Stamatis is involved in several business ventures including independent insurance brokering and membership in multiple LLCs related to real estate and wholesale/retail sales. 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 consulting, and access to various advisory programs that combine in-house manager selection with third-party strategies and advisor discretion.

Winfred Hasty Jr. is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Milestone Advisory Partners for 10 years. In addition to his advisory role, he is a licensed insurance agent and may offer insurance products as part of his 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 provides a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing centralized due diligence and technology-driven solutions.

Justin Bradford is a CFP® professional with 23 years of industry experience. He currently serves as an advisor at NewEdge Advisors and has previously worked at LPL Financial, Independent Advisor Alliance, and Robert W. Baird & Co. Outside of his advisory role, he is involved in managing Castle Wealth Partners, a registered investment advisor DBA for his LPL business. 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 and consulting services, utilizing various program structures and technology tools to support advisor and client needs.

Chad Dufrene is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Banc of America Investment Services. He provides investment advisory services through NewEdge Advisors and GWM Advisors, LLC. 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, consulting services, and utilizes advanced technology and due diligence processes to support client and advisor needs.

Kelly Warner is a financial advisor at NewEdge Advisors with 39 years of industry experience. He has held positions at NewEdge Advisors and NewEdge Securities since 2022 and previously worked at Oppenheimer & Co. Inc for 15 years. Warner holds Series 63, 65, and 66 licenses. 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 sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Tristen Louviere is an investment advisor representative at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors since 2022, following prior roles at Triad Advisors and the University of Louisiana at Lafayette. 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 advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing multiple program structures and technology tools to support advisor and client needs.

Stephanie Groschup is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at NewEdge Advisors and its affiliated entities since 2010 and previously at Mid Atlantic Financial Management, Inc. Outside of her advisory role, Groschup is a managing partner at Onyx Partners, LLC, providing business consulting and concierge services, and is involved with Forest Forward, a nonprofit focusing on community development in South Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad suite of portfolio management, financial planning, and consulting services and utilizes a variety of program structures combining in-house and third-party investment management supported by technology and centralized due diligence.

Mary Ewasyshyn is a CFP® and ChFC® with 40 years of industry experience. She is currently with NewEdge Advisors and NewEdge Securities Inc., where she has worked since 2022. Prior to that, she spent 17 years at Ameriprise Financial Services, Inc. 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 with a focus on centralized due diligence, technology integration, and a variety of program structures.

Nicholas Hays is a financial advisor with NewEdge Advisors holding a Series 66 designation and five years of industry experience. Prior to joining NewEdge in 2025, he worked at LPL Financial from 2021 and has experience in other business ventures including American Self Defense Concepts LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing a combination of in-house manager selection, third-party model portfolios, and technology-driven tools.

Scott Varon is a CFP®-certified financial advisor at NewEdge Advisors with 24 years of industry experience. Prior to joining NewEdge Advisors in 2025, he spent 20 years with Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is an agent for a disability insurance business and owner of COFA Enterprises, LLC. 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, employing multiple program structures and centralized due diligence, with recent incorporation of artificial intelligence in some operations.

Cody Bennett is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Eagle Strategies LLC, NYLIFE Securities LLC, and LPL Financial LLC. Outside of advising, he is involved in the administration of Clearview Veterinary Hospital in Metairie, LA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house manager selection with third-party models and advisor discretion.

John Mougey is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 credentials and 43 years of industry experience. He previously worked at Wells Fargo Advisors from 2011 to 2024 and joined NewEdge Advisors and LPL Financial in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, 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, with an emphasis on third-party manager due diligence and the use of technology tools to support client needs.

James Allen is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked with Stonegate Investment Group and UBS Financial Services. 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 range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

Matthew Glatt is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently affiliated with NewEdge Advisors, where he has worked since 2024. Glatt also serves as CEO of Nesso Accounting and Tax, LLC, a firm specializing in individual and business tax planning and preparation. 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 services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology tools.

Colin Casey is a CFP® professional with 17 years of industry experience, currently serving as an advisor with NewEdge Advisors. He has held roles at LPL Financial, Cetera Advisor Networks, and Stonebridge Financial Partners. Outside of his financial career, he is active as an on-ice hockey referee and game manager with USA Hockey and serves as secretary of the Shorewood Kiwanis Club of Michigan. 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 through a network of independent advisers. The firm provides comprehensive portfolio management, financial planning, and consulting services while employing centralized due diligence and advanced technology tools to support adviser and client needs.

Anthony Panuccio is a financial advisor at NewEdge Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years. He serves as a trustee of a family trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives, offering a range of portfolio management, financial planning, and consulting services combined with centralized manager due diligence and technology-enabled solutions.

Lauren Williams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2024. Prior to joining NewEdge, she worked for 10 years at Hanson McClain Securities and Hanson McClain Advisors. She is also a licensed life and health insurance agent in California. 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, using multiple program structures and centralized due diligence to support client and advisor needs.

Roger Krueger is a financial advisor at NewEdge Advisors with 42 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining NewEdge Advisors in 2025, he worked at Bank of America and Merrill, where he accumulated a combined 35 years of experience. 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, and retirement consulting, and employs multiple program structures combining in-house manager selection with third-party strategies.