Kristopher Cawthon is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 11 years. Mr. Cawthon founded Fortis Wealth Advisors, an independent registered investment advisor based in Dallas, where he is involved in operations, finance, and investment management. 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 services, including portfolio management, financial planning, and consulting, and offers multiple program structures that combine in-house and third-party manager strategies with technology-supported tools.

Kyle Crowley is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Wells Fargo Clearing and LPL Financial. Outside of his advisory work, he is involved with the Northwest Chargers Hockey Association in Mount Prospect, IL. 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, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Joseph Dimauro is a financial advisor with NewEdge Advisors in New York, NY, holding Series 65 and Series 66 credentials and 21 years of industry experience. His prior work includes 17 years at Equitable Advisors and 16 years at Axa Advisors. He is also involved with Periscope Wealth Management, operating under the DBA Goss Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a comprehensive range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor discretion and centralized due diligence.

Meaghan Ives is a Series 66-credentialed financial advisor at NewEdge Advisors with five years of industry experience. She has held roles at Eagle Strategies, NYLIFE Securities LLC, Atlas Financial Strategies, and Mainstay Financial Group. In addition to her advisory duties, she is also a Notary Public authorized to notarize client documents as needed. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing in-house and third-party investment strategies supported by technology tools and centralized due diligence.

Jonathan Gassman is a CFP® and PFS™ with 17 years of industry experience, currently serving at NewEdge Advisors. His prior work includes roles at Prager Metis CPAs, American Portfolios Financial Services, G&G Planning Concepts, and Gassman & Gassman CPA PC. Outside of advisory services, he is President of Shymoose Holdings Inc., a holding company for Hippo Leadership Campus. 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 variety of portfolio management and consulting services, utilizing technology and a range of program structures combining in-house and third-party strategies.

Cody Brooks is a financial advisor with NewEdge Advisors holding a Series 66 designation and four years of industry experience. His background includes roles at LPL Financial, CoreWealth Financial Advisors, and First International Bank & Trust. Outside of his advisory work, Brooks serves as a foundation member for Dakota College at Bottineau and as a board member of Celly Time LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

James Pupillo Jr. is a financial advisor at NewEdge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LLC, LDIntelligence LLC, and Hightower Advisors. He serves as a board member for the nonprofit Help in Healing Home in Phoenix, Arizona. 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 and employs multiple program structures combining manager selection with third-party models and advisor discretion.

Michael Bass is a financial advisor at NewEdge Advisors with Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Financial and held roles at Jupiter Medical Center, Baptist Health South Florida, and the Cultural Council of Palm Beach County. Bass previously operated Bass College Prep LLC for six years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, 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 that integrate in-house and third-party strategies.

William Brand is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Triad Advisors since 2010. In addition to his advisory role, he owns a compliance consulting firm, Willful Compliance Partners, Inc., providing regulatory guidance to registered entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services through multiple program structures, emphasizing centralized due diligence and the integration of technology such as algorithmic model portfolios and held-away account platforms.

Julie Hinsz is a financial advisor with NewEdge Advisors based in Bismarck, ND, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior roles include positions at Investment Centers of America, Inc. and LPL Financial. Hinsz also owns Hinsz Wealth Management, an independent securities 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 representatives. The firm offers a range of portfolio management and consulting services, utilizing a combination of in-house manager selection, third-party models, and technology tools to support client needs.

Daniel Rider is a financial advisor with NewEdge Advisors in Manchester, CT, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial, Bank of America, Merrill, and has experience in healthcare and educational settings. Outside of advising, he operates Daniel Rider, LLC, a non-investment-related business. 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 provides comprehensive portfolio management, financial planning, and retirement consulting, utilizing a combination of in-house manager selection, third-party models, and technology tools to support advisors and clients.

Charlotte Ingstad is a financial advisor with NewEdge Advisors, holding a Series 66 designation and four years of industry experience. She has worked with LPL Financial LLC and Valley Wealth Advisors, and has held teaching positions at Valley City State University. 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 through a network of independent investment adviser representatives. The firm offers a broad range of services such as portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Michael Jordan is a financial advisor at NewEdge Advisors with Series 63 and Series 65 credentials and three years of industry experience. In addition to his advisory role, he is a CPA and partner at Cavett, Turner & Wyble, LLP, an accounting firm in Beaumont, Texas, where he has worked for eight years. Prior to joining NewEdge Advisors, he spent three years with Raymond James Financial Services Advisors, Inc. 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 broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including AI in certain operations, to support advisor and client needs.

Jennifer Levine is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles within school districts and Certified Financial 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 investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized manager due diligence.

Elson Christian is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services. He also serves as a Successor Trustee for his parents’ 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 wide range of services, including portfolio management, financial planning, and retirement consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Aaron Spear is a financial advisor with NewEdge Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial, Valic Financial Advisors, Bank of America, and Merrill. 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 and consulting services and utilizes multiple program structures combining in-house manager selection and third-party strategies, supported by technology tools and centralized due diligence.

Alfred Norton III is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, Norton is the managing partner of Norton Consulting III, where he provides consulting and sales services related to Medicare Advantage, Medicare Supplement, and other health insurance plans. 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 multiple program structures and technology tools to support advisors and clients.

David Wuller is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 21 years at Ameriprise and its affiliates before joining NewEdge Advisors in 2026. Outside of his advisory role, he serves as co-treasurer of the Middle TN Tennis League, assisting with the collection of annual league dues. 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, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.

Paul Hakel is a CFP® professional with 44 years of industry experience. He is currently with NewEdge Advisors and has held roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and UBS Financial Services. Hakel is also a partner and senior vice president at Hakel Fabrizio Financial Group, where he focuses on wealth management. 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 portfolio management and consulting services, utilizing multiple program structures that combine in-house management, third-party models, and advisor discretion.

John Thompson is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Thompson also manages a separate business entity, JFT Ventures, 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 wide 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 advisor and client needs.