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Jared R

CFP®, Series 66

Columbia, MO

Newedge Advisors

Jared Reynolds is a CFP® with 24 years of industry experience and currently serves as an investment advisor representative at NewEdge Advisors. He has previously worked with firms such as LPL Financial and Waddell & Reed, Inc. Outside of his advisory role, Reynolds is involved in various entrepreneurial ventures including farm and recreational property ownership, as well as a consulting company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and trusts through independent representatives. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Casey B

Series 65, Series 66

Laurel, MS

Newedge Advisors

Casey Butts Sr. is an investment advisor representative at NewEdge Advisors with Series 65 and Series 66 credentials and two years of industry experience. His prior work includes roles at Sanderson Farms and Merrill. Outside of advising, he is a member and manager of two law firms, Wells Butts Law, PLLC and Casey L. Butts, Attorney at Law, PLLC. NewEdge Advisors is a large 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, financial planning, and advisory programs supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ben R

Series 63, Series 65

Dallas, TX

Newedge Advisors

Ben Roth is a financial advisor at NewEdge Advisors with 43 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for over a decade. Mr. Roth is also the founder and wealth advisor of Fortis Wealth Advisors, LLC, through which he manages client financial assets. 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 offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian P

CFP®, ChFC®, Series 66

Pasadena, CA

Newedge Advisors

Brian Park is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with NewEdge Advisors and has held previous roles at Kovitz Investment Group Partners, Connectus Wealth, and Wells Fargo, among others. Brian also served as Senior Vice President at NorthCoast Asset 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 range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gavin D

Series 66

New Orleans, LA

Newedge Advisors

Gavin Detillier is a financial advisor at NewEdge Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Capital Analysts and Lincoln Investment. Before entering the financial industry, he spent ten years in full-time education. NewEdge Advisors is a large 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 services, including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, with a focus on centralized due diligence and technology integration.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Terry S

CFP®, ChFC®, Series 63

New Orleans, LA

Newedge Advisors

Terry Sullivan is a CFP® and ChFC® with 38 years of industry experience. He is currently with NewEdge Advisors and has previously worked at firms including LPL Financial, Mid Atlantic Capital Corporation, and Raymond James Financial. Sullivan maintains a long-standing involvement in selling non-variable life insurance and related products. 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 financial planning services, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric N

CFP®, Series 63, Series 65

Ashland, WI

Newedge Advisors

Eric Neumann is a CFP®-certified financial advisor with 33 years of industry experience. He is affiliated with NewEdge Advisors and has previously worked at GWM Advisors, LLC dba Fiorio Wealth Advisors, LPL Financial, and Investment Centers Of America, Inc. Neumann is also co-owner and secretary of Fiorio Brothers Investments Inc., an investment-related business. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management and consulting services, with multiple program structures combining in-house and third-party solutions, and incorporates technology tools and centralized manager due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gary D

Series 66

Junction City, KS

Newedge Advisors

Gary Drake is a financial advisor with NewEdge Advisors in Junction City, KS, holding a Series 66 designation and 16 years of industry experience. He has worked with NewEdge Advisors and LPL Financial since 2016. 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 variety of portfolio management, financial planning, and consulting services, employing multiple program structures and technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian L

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Brian Losey Jr. is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation for 19 years. Outside of his advisory role, he owns Carriage Financial Group, a firm providing portfolio management, retirement planning, and investment education 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 offers a wide range of portfolio management and consulting services, utilizing technology and centralized due diligence to support both in-house and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Amanda B

Series 65

New Castle, PA

Newedge Advisors

Amanda Bolinger is a Series 65-credentialed financial advisor at NewEdge Advisors with one year of industry experience. She has been with NewEdge Advisors since 2016 and previously worked at Ameriprise Financial. 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 advisers. The firm offers a range of portfolio management and financial planning services and employs technology tools and centralized due diligence to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bradley R

Series 63, Series 65, Series 66

Pierre, SD

Newedge Advisors

Bradley Reinke is a financial advisor with NewEdge Advisors who holds Series 63, 65, and 66 designations and has 30 years of industry experience. He has worked at NewEdge Advisors since 2018, preceded by roles at LPL Financial and Investment Centers of America. Outside of advising, he serves as a board member for First National Bank and is involved in a restaurant franchise business with his son. 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, financial planning, and advisory services, utilizing multiple program structures and technology platforms to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel S

Series 63, Series 66

Greenville, SC

Newedge Advisors

Daniel Steele is a financial advisor at NewEdge Advisors with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill. He holds Series 63 and Series 66 designations. 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 and consulting services, utilizing both in-house and third-party strategies with ongoing due diligence and technology-supported solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Peter B

Series 63, Series 65

Cleveland, OH

Newedge Advisors

Peter Butler is a financial advisor with NewEdge Advisors in Cleveland, Ohio, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management and Ameriprise 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 representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools, including centralized due diligence and the use of artificial intelligence in certain business operations.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eduardo P

Series 66

Beverly Hills, CA

Newedge Advisors

Eduardo Provincia is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2016 to 2023. Provincia is also involved in fixed insurance and annuity sales through related business activities. 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 wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joshua M

Series 66

McMurray, PA

Newedge Advisors

Joshua Maher is a financial advisor with NewEdge Advisors, holding a Series 66 designation and over 20 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently maintains roles at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Washington and Jefferson. Outside of his advisory work, he is involved with Maher Wealth Management LLC and teaches courses at West Virginia Northern Community College, with tuition proceeds returned to the college. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a wide range of portfolio management and consulting services, combining in-house and third-party investment strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Madeline J

Series 66

Savannah, GA

Newedge Advisors

Madeline Jacobs is a financial advisor with NewEdge Advisors in Savannah, GA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked at LPL Financial, MML Investors Services LLC, MassMutual Life Insurance Co, and held various positions in the hospitality sector, including at Four Seasons Resorts and Sea Island Company. 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 range of portfolio management and consulting services and emphasizes centralized due diligence, ongoing monitoring of third-party managers, and the use of technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Caylin P

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Caylin Parker is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining NewEdge Advisors, Parker worked at LPL Financial, MassMutual Life Insurance, Mass Mutual Investors Services, and NYLife Securities. Outside of finance, Parker owns and operates an inflatable rental 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 investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes a variety of program structures combining centralized due diligence, technology tools, and access to third-party managers.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Le X

Series 66

Jupiter, FL

Newedge Advisors

Le Xiong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Ameriprise Financial, and positions related to residence life and student success at Queens University. Outside of financial advising, he operates an eBay shop as a business owner. 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 multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Colin M

Series 63, Series 65

Milldale, CT

Newedge Advisors

Colin Murray is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at NewEdge Securities, CWM, LLC, Nesso Wealth, Securities America Inc, and New York Life. He also has experience in insurance sales, advising on life, health, long-term care, and Medicare insurance. 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 range of portfolio management, financial planning, and advisory services, utilizing both in-house and third-party solutions alongside centralized due diligence and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ty B

Series 66

Milldale, CT

Newedge Advisors

Ty Bongiovanni is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including National Planning Corporation, Securities America, and Nesso Wealth. Outside of his advisory role, he is involved with businesses focused on insurance and employee benefits and manages irrevocable trust assets. 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 broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing multiple program structures that combine in-house manager selection with third-party models.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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