Patrick Rivers is a Series 66-licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following prior roles at Raymond James and Associates and State Farm Insurance. 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, and retirement consulting, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Ellen Reynard is a Series 66 licensed financial advisor with 13 years of industry experience, currently with NewEdge Advisors since 2022. Her prior experience includes roles at Raymond James Financial Services and Ascent Oil & Gas Consultants. She is a co-owner of an asset protection business and a partner in LTC Financial Services, which is connected to Beaumont Wealth Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house and third-party solutions with centralized due diligence and technology support.

Carly Rott is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 11 years of industry experience. She has worked at NewEdge Advisors since 2018 and previously at LPL Financial and Investment Centers of America. Carly serves as a board member of the LaMoure Park Board, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser that serves 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, employing multiple program structures that combine in-house and third-party investment solutions.

Joseph Wienke is a financial advisor with NewEdge Advisors in Woodbury, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Foundation Medical, Gemini Medical, and Wright Medical Technologies. Wienke also provides administrative support to NewEdge Advisors. 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 portfolio management and consulting services, utilizing multiple program structures and technology tools, along with centralized due diligence and ongoing monitoring of managers and strategies.

Dennis Doble is a CFP® with 24 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2023. Prior to joining NewEdge, he was with Doble Lebranti Financial Group and Commonwealth Financial Network for 13 years. 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 range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Jack Ricker is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise. His background includes roles outside finance, such as positions at D.P. Dough and Lifetime Fitness. 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 diverse portfolio management and consulting services, employing multiple program structures including advisor-managed accounts and model-based strategies, supported by centralized due diligence and technology tools.

Charles Wurdack is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Cetera, BAR Financial, Key Investment Services, Ameriprise Financial Services, and PNC Investments. 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 diverse range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Zachary Zenda is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 13 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for a decade before joining NewEdge Advisors and LPL Financial in 2023. Outside of his advisory roles, he is a co-owner of Emeritus Wealth, LLC, a business entity for tax and investment purposes. 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, supported by centralized due diligence, technology tools, and multiple program structures that integrate in-house and third-party manager strategies.

Elizabeth Gossen is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities Inc. in 2023, she worked at Purshe Kaplan Sterling Investments and Ahrens Investment Partners, LLC from 2015 to 2023. Outside of advisory work, she is a certified public accountant and owner of an accounting practice, as well as a board member of the Dreams Foundation of Acadiana, where she assists with financial and strategic planning. 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 broad range of portfolio management, financial planning, and consulting services, supported by multiple program structures and centralized due diligence, and incorporates technology tools and recent artificial intelligence applications in its operations.

John Morlock is an investment advisor representative at NewEdge Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF for 16 years. Outside of his advisory role, he assists his son in managing a property maintenance and landscaping 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 advisers. The firm offers a variety of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Cory Fruge is a financial advisor with NewEdge Advisors, holding 10 years of industry experience. He has worked at Ahrens Investment Partners since 2016 and has been employed as a pilot for Delta Air Lines since 1998. In addition to his advisory role, he owns and operates a hay farm in Louisiana. 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 range of portfolio management, financial planning, retirement consulting, and advisory program services, combining in-house manager selection with third-party models and advisor discretion.

Kendra O'Reilly is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 26 years of industry experience. Prior to joining NewEdge in 2021, she worked at Key Investment Services LLC for five years. 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.

Belinda Lemaire is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill from 2005 to 2021 and has been with NewEdge Advisors since 2021. Outside of her advisory work, Lemaire is a licensed massage therapist. 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 provides 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.

Seth Liskey is a CFP® with 21 years of industry experience, currently serving at NewEdge Advisors. His career includes roles at Edward Jones for 15 years and several positions within affiliated entities before joining NewEdge in 2024. Outside of his advisory work, he is a partner in Penthouse Studio LLC, a creative space for content production and brand presentations. 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, utilizing multiple program structures with a focus on centralized due diligence, technology tools, and incorporating artificial intelligence in business operations.

Joseph Romei is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 29 years of industry experience and has also been the owner of Joseph J. Romei CPA, LLC since 1972. Prior to joining NewEdge Advisors, he was affiliated with Wayne Wealth Management and NEXT Financial Group. In addition to his advisory work, Mr. Romei prepares and files taxes for clients through his CPA 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 advisor representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a variety of program structures that combine in-house and third-party manager strategies.

Perry Bohl is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds the CFP® designation and is registered with Series 63 and Series 65 licenses. His previous experience includes long tenures at Investment Centers Of America, Inc., LPL Financial, and GWM Advisors, LLC. Outside of advisory work, he is a 50% owner of Premier Stone, a rock and gravel quarry mining and sales business, and is involved with Hawktree Golf Club as part of an LLC in Bismarck, ND. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services through independent advisers, with a focus on combining in-house and third-party strategies supported by technology and centralized due diligence.

Iris Roth is a CFP® with 38 years of industry experience, currently serving at NewEdge Advisors. She has held roles at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Gold Coast Benefits Group, where she is owner and vice president, involved in insurance and pension consulting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

John Clardy III is an investment advisor representative at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Johnston, Lemon & Co. Inc. and its successor firms since 1995. He provides advisory services through NewEdge Advisors, operating as Continuity Wealth Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party manager selections supported by centralized due diligence and technology tools.

Jennifer De Loach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at multiple firms such as Veracity Capital, Wealth Enhancement Advisory Services, JOYN Advisors, and Robert Baird & Co. She is based in Decatur, GA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, 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 services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Kenneth Brace is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at NewEdge Securities, Raymond James & Associates, JMI Sports, and Peach Bowl Inc. Mr. Brace serves as Treasurer for the Greenville Clemson Club, a nonprofit organization. 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 and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.