Terrence Crowley is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors and LPL Financial. Outside of his advisory work, he serves as a caregiver for his disabled son. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a diverse range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support advisor and client needs.

Thomas Bartolomeo Jr. is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Savior Wealth, Purshe Kaplan Sterling Investments, The Harvest Group Wealth Management, and Wells Fargo Advisors. Outside of advising, he is also an independent insurance agent. 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 and consulting services through various program structures, combining in-house manager selection with third-party model portfolios and advisor discretion.

Laurie Maddox is a financial advisor at NewEdge Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Edward Jones, Raymond James Financial Services, and Middlebrook Wealth. Prior to her financial advisory career, she spent eight years at Blacksburg Health and Fitness. 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 and consulting services through independent investment adviser representatives, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Harold Klein is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior work includes roles at Mid Atlantic Capital Corporation, LPL Financial, and National Planning Corporation. Outside of advisory work, he manages a rental property in Lakewood, California. 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, combining in-house and third-party manager strategies with technology-supported solutions.

John Sias is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and over 24 years of industry experience. His career includes roles at Edward Jones from 2002 to 2018 and LPL Financial since 2018. He provides investment advisory services through NewEdge Advisors, an independent registered investment advisor 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 representatives. 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 advisor and client needs.

David Harrison is a CFP® professional with 35 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has held roles at North Star Investment Services, Inc., Mid Atlantic Financial Management, and Mid Atlantic Capital Corporation since 2003. In addition to his advisory work, he is president of an insurance business specializing in fixed annuities and life insurance, and he is president and 50% owner of Wealth Capital Partners, where he is involved in marketing, planning, and administration. NewEdge Advisors is a large registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining in-house manager selection with third-party strategies, supported by centralized due diligence and technology tools.

James Floyd is a CFP® certificant with five years of experience in financial advising, currently serving at NewEdge Advisors in Dallas, TX. His prior roles include positions at Paradigm Advisors LLC and management of mineral interests at Latigo Holdings LLC, where he also performed bookkeeping duties. He is a limited partner in Tasca Holdings, LLC, a clothing business in Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures and technology tools to support client needs.

Rachael Nimmo is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at NewEdge Advisors and has previously held roles at Stifel Nicolaus & Co Inc and UBS Financial Services 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 advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple program structures and centralized due diligence supported by technology tools.

Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, Wisconsin, holding Series 63 and Series 65 credentials and over 15 years of industry experience. Her prior work includes roles at LPL Financial and Investment Centers of America. She manages investment advisory services through NewEdge Advisors and LPL Financial-related entities. 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 multiple program structures and technology tools to support advisors and clients.

Kyle Graffagnini is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at LPL Financial LLC, Coker & Palmer, and Scotia Capital (USA) Inc. 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 range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support advisors and clients.

William Mcdonald is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked previously at GWM Advisors, LLC, TIAA-CREF, Merrill, and MSI 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 adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence supported by technology tools.

David Brasfield is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors and Securities. 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 variety of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor-managed and third-party strategies.

James Raper is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 21 years of industry experience, including nine years at FTB Advisors, Inc., and currently works with both NewEdge Advisors 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 advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs, utilizing both in-house and external strategies supported by technology and centralized due diligence.

Joseph Femia is a financial advisor with NewEdge Advisors in White Plains, NY. He holds a Series 63 designation and has 13 years of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC and Mass Mutual 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 broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, employing multiple program structures and technology tools to support advisor and client needs.

Daniel Hocking is a financial advisor with Newedge Advisors who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes roles at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Budell Overcash Anderson & Co., Inc. Outside of his advisory work, he serves on the board of the Westfield Hospital Foundation. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services such as 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.

Alec Bethurum is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Sterneck Capital Management for eleven years before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a 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 clients and advisers.

Payton Sapp is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Prior to joining NewEdge Advisors, Sapp worked at WR Wealth Planning and WR Wealth Planners and has experience at the University of Missouri - Columbia and other organizations. 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 consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Robert Gray is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2018, following twelve years at Investment Centers of America and concurrent service with LPL Financial since 2017. 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 services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.

Morgan Heyen is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with NewEdge Advisors and NewEdge Securities, LLC, having previously worked at Stifel and Wells Fargo Bank. Heyen volunteers with her child's elementary school PTO and serves as treasurer and director of a family tile business. 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 investment and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Joshua Lowe is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Cornerstone Capital Wealth, where he served as CEO and President, and has held roles at Raymond James Financial and its affiliates. 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 diverse portfolio management and consulting services and employs multiple program structures that integrate in-house manager selection with third-party models, supported by centralized due diligence and technology tools.