James Bodensteiner is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including roles at Guardian Life and LPL Financial. Bodensteiner’s background includes providing non-variable insurance products such as life, disability, and long-term care insurance. 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, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence processes to support client and advisor needs.

John Wonneberger is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. His prior roles include 17 years at LPL Financial and leadership of Wonneberger Business Solutions LLC for 28 years. He serves on the board of the Cheshire Land Trust, a nonprofit land conservancy 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 provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, using multiple program structures that combine in-house selections with third-party strategies and advisor discretion.

Melody Evans is a CFP® with 16 years of industry experience, currently serving at NewEdge Advisors since 2026. Prior to joining NewEdge, she spent 12 years at TIAA-CREF. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of independent advisers, utilizing a combination of in-house manager selection, third-party model portfolios, and advisor discretion.

Amanda Glanz is a CFP® with 24 years of industry experience. She is currently with NewEdge Advisors and previously worked at Janney Montgomery Scott, LLC and UBS Financial Services Inc. Ms. Glanz is also a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, 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 investment strategies supported by centralized due diligence and technology tools.

Bradley Cantrill is a CFP® with 25 years of industry experience and currently serves as an advisor at NewEdge Advisors. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Kestra Financial Services. Outside of his advisory work, he is involved in tax preparation services and insurance through separate business ventures. 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 range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Jacen Marzocco is an investment advisor representative at NewEdge Advisors with one year of industry experience. He holds the Series 66 credential and has worked previously at LPL Enterprise and in hospitality roles such as a waiter at Cafe Amici. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and incorporating technology tools and centralized due diligence in its investment approach.

Marissa Berg is a financial advisor at NewEdge Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors and LPL Financial since 2018. Prior to her current roles, she was employed by North Dakota State University Extension Service. 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 provides a range of portfolio management and consulting services and uses technology and centralized due diligence to support its investment programs.

Matthew McGuirl is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors and previously spent 12 years at Thrivent Investment Management Inc. and THRIVENT Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and advanced technology tools to support client and advisor needs.

Collin Bode is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Block Advisors. Outside of finance, he owns Collin Bode Photography, a separate business focused on photography. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Lori Taylor is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 65 and Series 63 credentials and bringing 28 years of industry experience. Her prior work includes positions at Sonny Detillier Agency, Lincoln Investment, and Great American Advisors, Inc. She is also involved in insurance sales and fixed annuity consulting, assisting clients with disability, health, life insurance contracts, and fixed annuity investments. 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 wide range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support advisor and client needs.

Collin Mccall is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities, LLC, having previously worked at Bank of America and Merrill 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 investment adviser representatives. The firm offers diverse investment solutions including portfolio management, financial planning, and retirement consulting, utilizing both in-house and third-party resources enhanced by technology and recent adoption of artificial intelligence in business operations.

Mary Vertner is a CFP® and Series 66 credentialed financial advisor at NewEdge Advisors with 21 years of industry experience. She previously worked at Ameriprise Financial Services LLC for ten years before joining NewEdge Advisors in 2026. She serves as treasurer for the Live for Today Foundation, a support group based in Jacksonville, FL. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence, along with technology tools to support advisors and clients.

Melissa Grochal is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously worked at Ulin & Co Wealth Management for two years and Mantis Funding LLC for nine 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 investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers and sponsored advisory programs.

Thomas Birch is a CFP® and ChFC® with 51 years of industry experience. He has worked at NewEdge Advisors since 2021 and has an extensive background including roles at NewEdge Securities and Mid Atlantic Financial Management, as well as operating his own advisory service for three decades. Outside of his advisory work, he also sells insurance products as a licensed agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and emphasizing due diligence, technology integration, and recent incorporation of artificial intelligence in its operations.

Michael Rhodes is a CFP®-certified financial advisor with nine years of industry experience. He currently works at NewEdge Advisors and previously spent nineteen years at HUB Investment Partners. Rhodes conducts advisory services under the Everplan Wealth name within NewEdge Advisors. 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 wide range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and centralized due diligence supported by technology tools.

Stuart Burke is a financial advisor with NewEdge Advisors in Little Rock, AR, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at LPL Financial and Ameriprise, as well as entrepreneurial activities including operating a residential real estate sales business as a principal broker since 2005. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers, offering a range of portfolio management, financial planning, and consulting services with an emphasis on centralized due diligence and technology-enabled solutions.

Timothy Duchesneau is a financial advisor at NewEdge Advisors with four years of industry experience and a Series 65 designation. He has previously worked at Hightower Advisors LLC, Argent Wealth Management LLC, Stage Capital, and Starship Capital 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 investment adviser representatives. The firm offers a wide range of services including 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.

James Wert is a financial advisor with NewEdge Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at NewEdge Advisors since 2021 and has an extensive background at Mid Atlantic Capital Corporation and PGH Pension Planners, Inc., where he has been active since the 1980s. Wert also engages in commission-based securities business as a registered representative of NewEdge Securities, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple advisory program structures and technology tools to support client needs.

Darin Bohl is a CFP® with 18 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior work includes roles at GWM Advisors, LLC, LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory work, he is a board member of Peoples State Holding Company and Peoples State Bank and coaches junior high golf for the Bottineau Public School District. 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 advisors and clients.

Christina Mumpower is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 11 years of industry experience. Her career includes roles at Veracity Capital LLC, Wealth Enhancement Group, Securian Financial Services, JOYN Advisors, Kestra Financial Services, and Oxygen 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 adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that integrate in-house and third-party manager strategies supported by technology and centralized due diligence.