Luke Melms is a CFP® with 11 years of industry experience currently serving as an advisor at NewEdge Advisors. He previously worked at United Capital Financial Advisers and KFORCE. Outside of his advisory role, he is the owner of Baseball and Business, a website and podcast network. 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, employing multiple program structures and integrating technology tools such as algorithmic model portfolios and held-away account platforms.

Bradley Hilbert is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at NewEdge Advisors since 2021. Prior to this, he was affiliated with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation beginning in 2009. Outside of his advisory roles, Hilbert is involved with fixed insurance through several general agency appointments. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and advisory program services, utilizing multiple program structures and technology tools to support advisors and clients.

Brandon Morenz is a financial advisor with NewEdge Advisors in Irvine, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at NewEdge Advisors since 2022 and previously at Securities America Advisors, Investacorp, and John Stokes Financial. Outside of advisory work, he is a managing partner at PacificView Wealth Management and serves as successor trustee of the Morenz Family Trust. 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 portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures that combine in-house manager selection with advisor discretion and emphasizes centralized due diligence and technology integration.

Erik Olson is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2019. Prior to that, he was with Bane O'Leary LLC and Barber Financial Group. Olson also operates as an insurance agent on a part-time basis. 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 diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Brent Hillerich is a CFP® and Series 66-registered financial advisor with 25 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2021. Prior to that, he was at Mid Atlantic Financial Management for four years and Ameriprise Financial Services for sixteen years. Outside of his advisory role, he is principal of Crescent Franchise Solutions, consulting business owners on succession planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house manager selection with third-party strategies and employs technology tools alongside centralized due diligence to support client needs.

Jorge Flores II is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Savior Wealth, LPL Financial, and Trilogy Capital, among other firms. Outside of his advisory role, Mr. Flores is managing partner at AccelHUB Venture Partners, a startup accelerator focused on Latin America, and serves on the boards of HLX+, a nonprofit civic organization, and AltaFid, a technology platform targeting the South American market. He also volunteers with the Leysin American School-US Advisory Board. 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 variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to meet diverse client needs.

Megan Landon is a CFP® professional with five years of industry experience, currently serving as a wealth advisor at NewEdge Advisors in Sioux Falls, SD. Her prior experience includes roles at UBS Financial Services and TD Ameritrade. She works on a team focused on both operational and client planning responsibilities. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, using multiple program structures and technology tools to support advisors and clients.

Alan Stricker is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses, bringing 31 years of industry experience. He has worked at NewEdge Advisors since 2021 and has also been affiliated with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management since 2010. Outside of his advisory roles, he is involved in fixed insurance sales and owns businesses that provide financial consulting and non-investment services to pre-retirees and retirees. 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 investment management and financial planning services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

John Koutras is an investment advisor representative with NewEdge Advisors, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial, Towson, and Sunoco. He provides advisory services through the Columbia Advisory Group, a DBA for NewEdge Advisors, and also offers insurance products including life, health, and accident coverage. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and employing centralized due diligence alongside technology tools to support advisors and clients.

Patrick Rider is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Key Investment Services LLC. 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 a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Christopher Kenny is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and 21 years of industry experience. He has been with NewEdge Advisors since 2016 and has prior experience with LPL Financial. 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 comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, combining in-house manager selection with third-party strategies and technology-driven tools.

Joseph Cerrie Sr. is a financial advisor at NewEdge Advisors with 25 years of industry experience. He has held positions at Mid Atlantic Capital Corporation and Budell Overcash Anderson & Co., Inc. in addition to his current role since 2021. Outside of advisory work, he is co-owner of a wealth management firm in Jamestown, NY, and has operated Heanans Pub for over two decades. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a range of investment and consulting services, utilizing multiple program structures and centralized due diligence processes.

Bennett Kerfeld is a financial advisor at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at firms including Thrivent Financial and Level Four Financial. Outside of his advisory role, he owns and operates a lacrosse equipment reselling and servicing 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 offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures combining in-house and third-party strategies.

Parker Brey is a financial advisor at NewEdge Advisors with two years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Western & Southern Life. 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 diverse investment and financial planning services with a focus on centralized due diligence, technology integration, and a variety of program structures that combine in-house and third-party management solutions.

Scott Neu is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Investment Centers of America. Neu provides administrative support to GWM Advisors, LLC, an independent investment advisory firm. 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 services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Scott Deupree is a financial advisor at NewEdge Advisors with 33 years of industry experience. He previously worked at Merrill and Bank of America before joining NewEdge Advisors and Triad Advisors in 2018. Deupree is also involved with the Committee of One Hundred, Inc., a community organization focused on addressing regional issues in Northwest Louisiana. 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 range of portfolio management and consulting services supported by centralized due diligence and technology tools.

Arianna Rodriguez Morales is a financial advisor at NewEdge Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Merrill, Bank of America, and WestStar Bank prior to joining 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 advisers. The firm offers portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a range of program structures and technology tools to support advisors and clients.

Robert Van Ostenbridge is a CFP® professional with 24 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior roles include positions at LPL Financial, Triad Advisors, Bank of America, N.A., and Merrill. 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 and consulting services, employing multiple program structures and emphasizing centralized due diligence and technology to support advisor and client needs.

Jason Habbit is a financial advisor with NewEdge Advisors holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Spire Investment Partners, Oxford Asset Management LLC, and AIG American General Life Insurance Company. Outside of his advisory work, he serves on the boards of the Kiwanis Club of Lafayette and the Charger Athletic Foundation, where he is president. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing technology and a mix of in-house and third-party investment solutions.

Hunter Bramlett is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Full Scope Wealth Group, WealthMD, and OneWealth Investment Management. Before entering financial advising, he was involved with North American Tree Service Inc. and Sonny's BBQ, and he also spent five years affiliated with University of North Georgia and Georgia Gwinnett College. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base, including high-net-worth individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.