Stephen Coopersmith is a CFP® with 12 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2021. Prior to joining NewEdge, he worked at Mid Atlantic Financial Management and NewDay Solutions. He conducts advisory services through NewEdge Advisors, doing business as Crescent Wealth Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.

Elizabeth Weber is a financial advisor with NewEdge Advisors, holding CFP® and ChFC® designations and five years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, she worked at Raymond James Financial Services Advisors, Inc. and Edward Jones. Outside of her advisory role, she is involved in managing multiple rental real estate properties. 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 consulting, and access to third-party managers, supported by centralized due diligence and technology tools.

Daniel Hughes is a financial advisor with NewEdge Advisors in Sarasota, FL. He holds the Series 66 designation and has nine years of industry experience. His prior work includes six years at Edward Jones and current roles with NewEdge Advisors and LPL Financial. Outside of finance, he has brief experience with Oregon Commercial Painters and Starry Night Christmas Lights. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Kevin Simoneaux is a financial advisor with NewEdge Advisors in New Orleans, LA, holding 16 years of industry experience. He has worked at Ahrens Investment Partners, LLC for 11 years. Outside of his advisory role, he is involved in a non-variable insurance agency that sells fixed life, health, disability, long-term care, and fixed annuities. 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 advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, and utilizes various program structures combining in-house and third-party manager selection supported by technology tools and centralized due diligence.