Bratie Leary is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. Prior to joining NewEdge Advisors, Leary held roles at LPL Financial LLC, Northshore Wealth Advisors, and had academic affiliations with Louisiana State University, Loyola University New Orleans, Auburn University, and Georgia Southern University. NewEdge Advisors is an enterprise-scale registered investment adviser serving 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 through a network of independent advisers and utilizes a combination of in-house and third-party strategies, supported by centralized due diligence and technology tools.

David Wheatley is a financial advisor with NewEdge Advisors in New Haven, CT, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at GWM Advisors, LLC and Mid Atlantic Capital Corporation since 2021, as well as TIAA and TIAA-CREF from 2013 to 2021. Outside of advising, he is an owner and manager of residential rental real estate. 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 advisors. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.

Mary Cannon is a financial advisor with NewEdge Advisors in Memphis, TN, holding a Series 66 credential and 10 years of industry experience. She previously worked at FTB Advisors, Inc. from 2015 to 2022 and concurrently with LPL Financial since 2022. In addition to her advisory role, she owns Mary Cannon Interior Design. 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 broad range of portfolio management and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Kristen Hurley is a financial advisor at NewEdge Advisors with 16 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc and Merrill. Hurley holds Series 63 and Series 65 licenses. 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 portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Darcy Salter is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes long tenures at Investment Centers of America and LPL Financial before joining NewEdge Advisors. Salter operates an independent investment advisory business through NewEdge Advisors. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations via a network of independent representatives. The firm offers a 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 advisors and clients.

Bradley Rouse is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He currently works at NewEdge Advisors and NewEdge Securities Inc, having held prior roles at firms including Protective Life and CONCOURSE FINANCIAL GROUP. 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 variety of portfolio management and consulting services and utilizes multiple program structures to combine in-house and third-party investment strategies, supported by technology and centralized due diligence.

Gary Klein is a financial advisor with NewEdge Advisors holding the ChFC® designation and Series 63 registration. He has 28 years of industry experience, including 19 years at Regal Wealth Group Inc before joining NewEdge Advisors in 2024. 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 sponsored advisory programs, with a focus on combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Bryan Norris is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewEdge Advisors, Capital Wealth Management Group, LPL Financial, NYLIFE Securities, and The Hudson Financial Group. He provides investment advisory services through both NewEdge Advisors and Capital Wealth Management Group. 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 advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing multiple program structures and centralized due diligence to support its clients.

Jon Veenis is a financial advisor at NewEdge Advisors with Series 63 and Series 65 credentials and 47 years of industry experience. He has been with NewEdge Advisors since 2021 and previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. since 1997. He also serves as a principal of Three Rivers Equity Management, Inc., where he manages a hedge fund of funds and oversees manager selection and reporting. 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 advisors. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence supported by technology tools.

Loy Olson is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes 15 years at Stifel Nicolaus and Company, Inc. Olson also serves as chairman of Cleartrek Wealth Partners and 9BarO, both investment advisory businesses. 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, financial planning, retirement consulting, and access to various advisory programs, employing centralized due diligence and technology tools to support both advisors and clients.

Cheyenne Walker is a CFP® with 22 years of industry experience, currently advising at NewEdge Advisors. Her prior experience includes roles at Hanson McClain Advisors and Securities America. She is also a licensed independent life and variable contracts insurance agent in California. 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 portfolio management and consulting services, combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Jacob See is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Napa Auto Parts, North Central College, and Hampshire High School. Outside of advising, he provides tax preparation and accounting support through Midwest Small Business Accounting and Tax. 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 comprehensive portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures supported by centralized due diligence and technology tools.

Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, 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 personalized investment solutions.

Jeffrey Cavett is a Series 65-licensed advisor with NewEdge Advisors who has been in the financial industry for over 14 years. Prior to joining NewEdge Advisors, he worked at Cavett, Turner & Wyble LLC for 14 years. He is based in Beaumont, TX. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers various investment programs combining in-house and third-party manager selection, supported by technology tools and centralized due diligence.

Ashley Wetzel is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 65 designations. She has 15 years of industry experience, including ten years at Folger Nolan Fleming Douglas Inc. and two years with NewEdge Advisors. Wetzel conducts advisory services through NewEdge Advisors under the DBA Continuity Wealth Group. 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 comprehensive range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support both advisors and clients.

Edward Tyree III is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at RBC Capital Markets Corporation and Eudaimonia Partners, 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 various portfolio management and consulting services, utilizing multiple program structures and technology tools, with a focus on centralized due diligence and ongoing monitoring of third-party managers.

Aaron Massey is a financial advisor at NewEdge Advisors with 13 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining NewEdge Advisors in 2025. Massey is the founder and owner of Sidecar Asset Management, LLC, a registered investment adviser based in Tulsa, OK. 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, and retirement consulting, and utilizes multiple program structures combining in-house and third-party management along with technological tools to support advisors and clients.

Thomas Buchanan is a financial advisor with NewEdge Advisors holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, MML Investors Services, MassMutual Life Insurance, Automatic Data Processing Inc., and Georgia Southern University. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and access to various advisory programs, combining in-house manager selection with third-party models and direct advisor discretion.

Brian Clouse is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 21 years of industry experience. Before joining NewEdge in 2021, he worked at Mid Atlantic Financial Management and Mid Atlantic Capital Corporation since 2009, and Ameriprise from 2005 to 2009. Outside of his advisory work, Clouse is involved with several insurance-related activities, including the sale of life, disability, and long-term care insurance, and serves as Vice President of a local business referral network. 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 portfolio management and consulting services and operates multiple program structures combining in-house manager selection with third-party models, emphasizing centralized due diligence and ongoing monitoring.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. 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, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.