John Tarson is a financial advisor at NewEdge Advisors with two years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Prior to his financial services career, Mr. Tarson held positions in property management and youth sports organizations in the Chicago area. 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 and combines in-house manager selection with third-party strategies, supported by technology tools and centralized due diligence.

John Krajnik is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 19 years of industry experience, including prior roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he contributes automotive advice on Pelicanparts.com and is a co-author of the books *Retire Like a Shark* and *Retire Abundantly*. 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, utilizing multiple program structures and technology tools to provide tailored investment solutions.

Andrew Gildehaus is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and JP Morgan entities. 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, utilizing multiple program structures and advanced technology tools.

Kiera De Vore is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with NewEdge Advisors. Her prior roles include positions at Morgan Stanley, LPL Financial, and MassMutual Life Insurance Company. She operates advisory services through NewEdge Advisors, doing business as Streamline Wealth. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party investment strategies supported by technology and centralized due diligence.

Jerry Brown is a financial advisor with NewEdge Advisors in Destin, Florida, holding Series 63 and 65 licenses and possessing 39 years of industry experience. Before joining NewEdge Advisors and NewEdge Securities, LLC in 2025, he worked for Bank of America and Merrill from 2014 to 2025. Outside of his advisory role, Brown is a non-participating member of Blue Sky Yoga LLC, where he volunteers as a substitute yoga instructor. 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 range of portfolio management and consulting services, employing multiple program structures and technology tools, and has recently integrated artificial intelligence into certain business operations.

John Kevan is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Mission Trails Financial and Ashton Stewart & Co., Inc. In addition to his advisory role, he is a managing partner at Maui Paradise Properties, a real estate management 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 investment adviser representatives. The firm offers a wide range of services and utilizes multiple program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Christopher Compton is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, Mr. Compton serves as President of the Orleans Condo Association, overseeing its management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers comprehensive portfolio management, financial planning, and consulting services, utilizing a range of program structures and technology tools to support advisor and client needs.

Cory Fosdyck is a CFP® with 23 years of industry experience, currently serving at NewEdge Advisors since 2025. He previously worked at Bank of America and Merrill Lynch, with a combined tenure of nearly two decades. Outside of his advisory role, Fosdyck is involved as an adjunct professor at Northwest Florida State College and serves on the advisory board for the Destin Charity Wine Auction Foundation. He also coaches middle school basketball and participates in community basketball initiatives in Destin, Florida. 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 representatives. 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.

Matthew Olson is a financial advisor with NewEdge Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2025, he spent 15 years at Stifel Nicolaus & Co Inc. Olson is a co-founder and wealth partner at Cleartrek Wealth Partners, a registered investment advisor, and serves as a board member for the Alpha Tau Omega Fraternity chapter in Lincoln. 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, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.

Sarah Kelne is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at NewEdge Advisors and NewEdge Securities LLC since 2025, following prior roles at Ameriprise and Merrill. 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 consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.

Crystal Groover is a CFP® and ChFC® with 12 years of industry experience. She is currently a wealth advisor and partner at NewEdge Advisors, joining the firm in 2024 after a decade with MassMutual Investors Services and MassMutual Life Insurance Company. Groover is involved in entrepreneurial ventures including ownership of Crystal Financial Advising, LLC, and partnership in the DBA Streamline Wealth used by several NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of investment management and consulting services through independent advisers, employing multiple program structures and technology tools to support client and advisor needs.

Abbey Henderson is a CFP® with 24 years of industry experience, currently serving as an advisor at NewEdge Advisors. She has previously worked with Abaris Financial Group LLC and CWM, LLC. Outside of her advisory role, she owns Abbey Henderson LLC, a life coaching business, and serves as a committee member for the Community Foundation for MetroWest Professional Advisors Leadership Council. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes technology and centralized manager oversight to support advisors and clients.

Maggie Hurdle is a financial advisor with NewEdge Advisors holding a Series 66 designation and one year of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2023. 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 plan consulting, and access to advisory programs, utilizing centralized due diligence, technology tools, and a mix of in-house and third-party investment strategies.

Jody Detillier is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge in 2026, he worked at Lincoln Investment and Great American Advisors, Inc. Detillier is involved in insurance sales and is a member of Detillier Financial Advisors, LLC; he also co-owns a timber farm managed as an LLC with his family. Additionally, he assists with a mobile bar business operated by his wife. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, and utilizes both in-house and third-party strategies supported by technology and centralized due diligence.

David Lockman is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mid Atlantic Financial Management, The Huntington Investment Company, Huntington National Bank, and 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 investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

Cassandra Smith is a financial advisor with NewEdge Advisors, holding a Series 65 designation and beginning her industry career in 2026. Her prior work experience includes roles at Dean Financial, Planet Fitness, and Family Video. 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 suite of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing centralized due diligence and technology tools to support advisor and client needs.

Clarence Elliott IV is a CFP® with 10 years of industry experience, currently affiliated with NewEdge Advisors. He previously worked at Edward Jones for six years before joining LPL Financial, where he worked for four years. Elliott provides investment advisory services through NewEdge Advisors and operates within the New Orleans, LA area. 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 range of investment management and consulting services, employing multiple program structures and utilizing technology tools to support client and advisor needs.

Elizabeth Malgari is a CFP® professional with five years of industry experience. She is currently affiliated with NewEdge Advisors, where she has worked since 2021, and previously spent several years at Abaris Financial Group. Outside of her advisory role, she is the owner of E. Malgari LLC, a self-directed IRA. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent representatives and employs technology-driven solutions alongside centralized due diligence and manager oversight.

Paul Allen is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has worked at NewEdge Advisors since 2025 and previously spent 11 years with Raymond James Financial Services. Outside of his advisory role, he is a partner in Legal Eagle LLC, which owns an airplane. 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 range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, supported by centralized due diligence and technology tools.

Brigand Kline is a CFP®-designated financial advisor with 21 years of industry experience, currently serving clients at NewEdge Advisors since 2025. Prior to joining NewEdge, he spent ten years with Southern Style Financial, Inc. dba Mission Trails Financial. 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 advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.