James Pheney is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Williams Financial Group and Mid Atlantic Financial Management. Pheney is also CEO and co-owner of Plum Creek Investment Services Inc., an investment-related business focused on wealth management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a broad network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house manager selection with third-party models and utilizes technology tools and centralized due diligence for ongoing monitoring.

Elias Andresen is a financial advisor at NewEdge Advisors with one year of industry experience. He holds a Series 65 designation and has a diverse work background that includes roles at Papa John's Pizza, Target, Midwest Insurance Partners, and Western Kentucky University. 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 portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Amie Snyder is a financial advisor with Newedge Advisors who holds Series 63 and Series 65 credentials and has 25 years of industry experience. She has worked at NewEdge Advisors and NewEdge Securities since 2021 and 2022, respectively, and previously spent 15 years at Mid Atlantic Financial Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through an independent network of investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and operates multiple program structures that combine centralized due diligence with technology-driven solutions.

Joshua Barnett is a financial advisor with NewEdge Advisors in New Orleans, LA, holding the CFP®, ChFC®, and Series 66 designations and possessing 10 years of industry experience. He previously worked with Wells Fargo Advisors and LPL Financial. Barnett is involved in multiple business activities related to investment advisory services through various entities. 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 comprehensive portfolio management, financial planning, consulting, and access to both in-house and third-party managed strategies, utilizing technology tools and centralized due diligence to support client and advisor needs.

Michael Houghton is a financial advisor with NewEdge Advisors holding a Series 66 designation and 10 years of industry experience. He has worked with NewEdge Advisors since 2021 and previously worked at Flagship Harbor Advisors. Outside of his advisory role, he operates FP Focus LLC, a tax and investment-related 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 and consulting services and utilizes multiple program structures combining in-house and third-party strategies supported by centralized due diligence and technology tools.

David Fox is a financial advisor with NewEdge Advisors in Jacksonville, FL, holding a Series 63 designation and 26 years of industry experience. His prior experience includes 20 years at Ameriprise and Ameriprise Financial Services. Outside of his advisory role, he co-owns a boat rental business and a nonprofit foundation focused on pediatric heart conditions and sports awareness created in memory of his son. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm provides a wide range of services including portfolio management, financial planning, retirement consulting, and access to diverse advisory programs, emphasizing centralized due diligence and technology-supported solutions.

Caleb Sheng is a financial advisor with NewEdge Advisors holding a Series 66 designation and three years of industry experience. He has previously worked at Raymond James Financial Services and Waldo Wealth Partners. Outside of advising, Sheng is the owner of Sheng Law Group, PLLC, a business he has maintained since 2011. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension 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 and employs technology and centralized due diligence in managing advisor and client needs.

Eric Looby is a Series 66 licensed financial advisor with three years of industry experience. He is currently with NewEdge Advisors and has prior experience at UBS Financial Services and Merrill Lynch. Outside of advising, he engages in purchasing and reselling vacant land parcels in Minnesota on a part-time basis. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of services and combines in-house manager selection with third-party model portfolios, supported by centralized due diligence and technology tools.

Robert Brous is a financial advisor with NewEdge Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory role, Mr. Brous is the Managing Principal of Advisium Wealth Management, LLC, where he handles accounting and HR functions. 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 and consulting services and employs multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Kimberly Harless is a financial advisor at NewEdge Advisors with 28 years of industry experience. She previously worked at UBS Financial Services for 25 years and at Stonegate Investment Group for four years. Harless holds Series 63 and Series 65 licenses. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including high-net-worth individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management and consulting services and utilizes a mix of in-house and third-party investment strategies supported by technology and centralized due diligence.

Keith Gaffney is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining NewEdge Advisors in 2026, he spent 21 years at TIAA-CREF and TIAA. 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 range of portfolio management, financial planning, and consulting services, with multiple program structures that integrate in-house and third-party strategies supported by technology and centralized due diligence.

Timothy O'Shea Jr. is a financial advisor with NewEdge Advisors, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has worked at GWM Advisors, LLC, since 2021 and spent 15 years at TIAA and TIAA-CREF from 2006 to 2021. 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, utilizing multiple program structures and emphasizing centralized due diligence, ongoing monitoring, and technology integration.

Christopher Willerer is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Raymond James and Associates for 10 years. He is also a managing partner at Willerer Wealth Management LLC, a pass-through entity for his financial advisory activities. 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 provides a wide range of portfolio management, financial planning, and consulting services, employing both in-house and third-party strategies supported by centralized due diligence and technology tools.

James Willers is a financial advisor with NewEdge Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2025, he worked for UBS Financial Services for 12 years. Mr. Willers is involved with First Lutheran Church in Sioux Falls. 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 services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house and third-party strategies with centralized due diligence and advanced technology tools.

Anna White is a financial advisor with NewEdge Advisors in Dallas, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill and Raymond James & Associates. 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, financial planning, and consulting services, utilizing multiple program structures and technology tools, including recent applications of artificial intelligence in business operations.

Eric Aldinger is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently associated with Newedge Advisors and has held positions at GWM Advisors, LLC, LPL Financial, Investment Centers of America, Inc., and America Bank Center. 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, combining in-house and third-party strategies, and employs technology and centralized due diligence in its investment process.

Jon Connell is a CFP® professional with six years of industry experience, currently serving with NewEdge Advisors. His prior experience includes six years at Edward Jones and service in the United States Army. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services through various program structures, combining in-house manager selection with third-party strategies and technology-enabled tools.

Nina Mc Daniel is a financial advisor at NewEdge Advisors with seven years of industry experience and holds a Series 66 designation. She has previously worked at Bank of America, Merrill, Regions Bank, and NewEdge Securities. Outside of her advisory role, she serves as a committee member for the Junior League of the Emerald Coast and works as an independent contractor consultant for Rover. 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 diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Gautier Wallaert is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Tiaa for 13 years. Since 2023, he has been serving as an investment advisor representative at NewEdge Advisors. 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 wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party managers, with a focus on centralized due diligence and technology-driven solutions.

Glen Oconnor is a financial advisor at NewEdge Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Pensionmark Securities, Pensionmark Financial Group, Axios Advisory Group, and Capfinancial Securities. In addition to his advisory work, Oconnor is involved with American Pension Benefits, a third-party administrator. 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 and employs multiple program structures combining in-house manager selection with third-party model portfolios and direct advisor discretion.