Brady Bohl is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial LLC and Concourse Financial Group Securities Inc. Outside of advising, he is commissioned as a Notary Public in North Dakota. NewEdge Advisors is a large 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 and employs various program structures that combine in-house and third-party investment strategies.

John Carrillo is a financial advisor at NewEdge Advisors in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Athens Real Estate Group, Tidewater Equipment Co., and Sea Island Resort, alongside four years dedicated to full-time education. 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 range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Ryan Harrison is a financial advisor with NewEdge Advisors, holding a Series 66 credential and one year of industry experience. His prior work includes roles with the Chicago Bears and International Sports Management, among others. 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 wide range of portfolio management, financial planning, and retirement consulting services, utilizing technology and a combination of in-house and third-party investment strategies.

Jaclyn Hissick is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Nesso Group and CWM, LLC. In addition to her advisory role, she is licensed to sell life, health, disability, annuities, and long-term care insurance. 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 both in-house and third-party strategies, supported by centralized due diligence and technology tools.

Douglas Stein is a CFP®-designated financial advisor with 38 years of industry experience. He is currently affiliated with NewEdge Advisors and has previously worked at Goss Advisors, Mid Atlantic Capital Corporation, and Wells Fargo Advisors. Stein participates in several community and nonprofit roles, including serving on the St. Mary’s Endowment Board and the Finance Council and Investment Committee for the Roman Catholic Diocese of Salina, as well as acting as vice president of the Fellow Man International Foundation. 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 portfolio management, financial planning, and consulting services through a network of independent advisers, employing multiple program structures and centralized due diligence to support advisor and client needs.

Stephen Landersman is a CFP®-certified financial advisor with 37 years of industry experience, currently with NewEdge Advisors since 2021. His prior experience includes 15 years at CUSO Financial Services and roles at NewEdge Securities. Outside of his advisory work, Landersman is involved in several business ventures, including serving as President of Unifi Advisors LLC and as Secretary/Treasurer of Blue Ridge Medical Spa, a medical spa providing Botox injections and other esthetic services. 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. The firm offers comprehensive portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures, emphasizing centralized due diligence and technology-supported advisor solutions.

Tyler Silverthorn is a CFP® with 15 years of industry experience, currently serving as an investment adviser representative at NewEdge Advisors and affiliated with LPL Financial. His prior experience includes roles at Cetera Advisor Networks and Stonebridge Financial Partners. 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 broad range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and emphasizing centralized due diligence and ongoing monitoring of third-party managers.

Jonathan Karn is a Series 66-credentialed financial advisor at NewEdge Advisors with 11 years of industry experience. He has worked at GWM Advisors, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Karn also serves as a board member for Colonial Village, a property management organization in Hillsdale, NJ. 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 technology tools to support clients and advisors.

Brandon Bastuba is a CFP® with 15 years of industry experience currently serving at NewEdge Advisors. His prior roles include positions at Assetmark Financial, Inc., Brinker Capital Securities, and Intelliflo. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad suite of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house manager selection and third-party model portfolios.

Anthony Baruffi is a CFA® charterholder and Series 65 licensee with 18 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following a nine-year tenure at Garde Capital, Inc. Baruffi serves on the board of directors and as finance chair for Mutual of Enumclaw Insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party manager strategies, supported by technology and centralized due diligence.

Adam Baczkiewicz is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Equanimity Wealth Management, CWM, LLC, and Rabo AgriFinance. Outside of advisory work, he has provided ride-sharing services through Uber. 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 plan consulting, and access to third-party advisory programs through multiple program structures and centralized due diligence.

Anthony Ceffalio is a financial advisor with NewEdge Advisors holding a Series 66 designation and two years of industry experience. His prior work history includes roles at LPL Financial and Athletico. 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, utilizing multiple program structures and technology tools to support advisor and client needs.

Donald Link is a CFP® professional with 26 years of industry experience. He is currently with NewEdge Advisors and has prior experience at LPL Financial and Private Portfolio Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisor and client needs.

Rebecca Bryan is a financial advisor with NewEdge Advisors, holding a Series 66 license and 13 years of industry experience. Her work history includes roles at Mid Atlantic Capital Corporation, Cetera Advisor Networks, and managing her own advisory services firms. Outside of advising, she has experience in the oil and gas industry through Discovery Oil & Gas. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Sandra Baker is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked previously at TD Waterhouse Investor Services and LPL Financial. Outside of her advisory work, she participates as a survey taker on Amazon Mechanical Turk. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple program structures and centralized due diligence to support advisors and clients.

William Jenkins is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mid Atlantic Capital Corporation, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He also serves as a compliance officer in an investment representative capacity. 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 and consulting services, utilizing technology and centralized due diligence to support various advisor-managed and model-based investment programs.

Danielle Granger is a financial advisor at NewEdge Advisors with 10 years of industry experience. She holds the Series 66 credential and has worked at NewEdge Advisors and LPL Financial since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Matthew Duplechain is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 credential and 15 years of industry experience. He has been associated with LPL Financial and NewEdge Advisors since 2014. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers using both in-house and third-party investment solutions.

Matthew Hand is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 10 years of industry experience. He has previously worked at GWM Advisors, LLC (GSH Asset Management), LPL Financial, and Investment Centers of America, Inc. Hand provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. 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, with a focus on centralized due diligence, ongoing manager monitoring, and the use of technology to support advisors and clients.

Christopher Kubert is a CFP® professional with 20 years of industry experience. He is currently affiliated with NewEdge Advisors and Mid Atlantic Capital Corporation since 2021. His prior work includes roles at Private Client Services LLC, Executive Wealth Management, and The Huntington Investment Company. Outside of advisory services, Kubert is involved in fixed insurance product sales and operates a vehicle rental business via the Turo app. 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 variety of portfolio management and consulting services and uses a combination of in-house and third-party strategies supported by technology tools and centralized due diligence.