Shamya Ullah is a financial advisor at NewEdge Advisors with 18 years of industry experience. She holds the Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, and Morgan Stanley, including Morgan Stanley Private Bank and Smith Barney. Outside of her advisory work, she serves on the boards of directors for One Community, a media and entertainment company, and Families In Schools, a nonprofit educational support organization. She is also a member of the Board of Councilors at the USC Rossier School of Education. 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 diverse portfolio management and consulting services, utilizing centralized due diligence and technology tools to support a range of advisor-managed and model-based investment programs.

Andrew Britt is a financial advisor with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Ameriprise and Olympus America. 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 investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using a combination of in-house manager selection, third-party model portfolios, and advisor discretion.

Servaas Fick is an investment advisor representative at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Partners Financial Group and has held positions at The Ohio State University, Cleveland State University, Emerald Resource Group, and Wepex Geotechnical. 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, combining in-house manager selection with third-party models and advisor discretion, supported by technology tools and centralized due diligence.

Theodore Macri is a financial advisor with NewEdge Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at Ameriprise and seven years at Ameriprise 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 advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence, with recent integration of artificial intelligence in certain operations.

Connor Mire is a financial advisor at NewEdge Advisors with a Series 65 credential and four years of industry experience. Prior to joining NewEdge Advisors, he worked at Ahrens Investment Partners and has held teaching positions at the University of Mississippi, Copiah-Lincoln Community College, Chafey College, and Cathedral School. 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 wide range of portfolio management and consulting services, utilizing both in-house and third-party managers and incorporating technological tools to support client and advisor needs.

Evan Topor is a financial advisor with NewEdge Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior firms include LPL Financial, Cetera Advisor Networks, and Stonebridge Financial 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 offers a variety of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies with centralized due diligence and technology integration.

Holly Hedde is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 19 years of industry experience. Her prior roles include positions at firms such as Janney Montgomery Scott, Merrill, Raymond James Financial, and Morgan Stanley. Outside of advisory work, she assists with seasonal property management at Hilltop Mystic Mansion in Stonington, CT. 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 provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to multiple advisory program structures supported by centralized due diligence and technology tools.

Sarah Fong is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. In addition to her advisory work, she has experience as a pharmacy technician. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients including 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, utilizing a range of program structures and technology tools to support client needs.

Michael Soroko is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services and MassMutual. Soroko is a co-owner of Emeritus Wealth, LLC, a business entity for tax and investment purposes. 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 clients and advisors.

Richard Ceffalio Jr. is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Wells Fargo, UBS Financial Services, and A.G. Edwards & Sons. 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 suite 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 advisor and client needs.

Marie Elliott is a financial advisor at NewEdge Advisors with a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial and PacTec Inc. She is also involved in Oak Capital Private Wealth, a business related to investment activities. 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 wide range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing centralized due diligence, technology tools, and multiple program structures.

Jared Fodness is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and over four years of industry experience. His prior roles include positions at LPL Financial, Reinke Gray Wealth Management, Clausen & Rice LLP, Boen & Associates, and Trident Trust. Outside of his advisory work, he is involved in non-investment related employment with Swenson & Cowan Dental. 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 diverse portfolio management and consulting services, utilizing both in-house and third-party solutions with a focus on centralized due diligence and technology integration.

Carl Coolidge is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining NewEdge Advisors and LPL Financial in 2023, he spent two decades with Mass Mutual Investors Services and MassMutual Life Insurance Company. 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, retirement consulting, and advisory program services, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party manager strategies.

Taylor Huddle is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Walgreens Boots Alliance. 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 and employs multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Garrett Burns is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at NewEdge Advisors and also maintains roles at Nesso Accounting & Tax, LLC, and Nesso Wealth. In addition to his advisory work, he is a licensed insurance agent specializing in life, health, disability, annuities, and long-term care insurance. 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 consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology-driven tools.

John Pilgreen Jr. is a financial advisor with NewEdge Advisors who holds Series 63, 65, and 66 credentials and has 34 years of industry experience. He has been with NewEdge Advisors since 2015 and has a concurrent history with LPL Financial dating back to 2004. 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 and consulting services and operates multiple program structures combining in-house and third-party investment solutions.

Andrew Koris is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer and Morgan Stanley. Koris is also registered as an investment advisor representative with Periscope Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, using multiple program structures and technology tools to support advisors and clients.

Kyatt Byrd is a CFP® with three years of industry experience, currently with NewEdge Advisors. His prior experience includes roles at Ameriprise and Edward Jones. 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 broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Todd Shiver is a financial advisor with NewEdge Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at NewEdge Advisors since 2018 and is also affiliated with LPL Financial since 2016. Outside of his advisory role, he serves as Secretary for Big Sky Transport, Inc., a transportation company. 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 broad range of portfolio management, financial planning, and consulting services, supporting advisors with multiple program structures and centralized due diligence, including the use of technology and artificial intelligence in certain operations.

Aaron Breasseale is a financial advisor at NewEdge Advisors with a Series 65 credential. He joined NewEdge Advisors in 2025 and has prior experience working in the retail pet supply industry. 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 broad range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party model portfolios and advisor discretion.