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Christopher B

Series 66

Bozeman, MT

Newedge Advisors

Christopher Baugh is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds a Series 66 designation and has held roles at firms including Raymond James Financial and his own entities such as CBJB Inc and Baugh Adams Financial. Outside of advisory work, he is involved as a co-manager of a livestock operation and serves as a director for the Beloved Widows Support Foundation, a nonprofit focused on assisting widows of ministers. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisor representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, emphasizing centralized due diligence and use of technology to support both advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexandre T

Series 63

New Orleans, LA

Newedge Advisors

Alexandre Theriot III is a financial advisor at NewEdge Advisors with 36 years of industry experience. He holds a Series 63 designation and previously worked for Wells Fargo Advisors for 13 years before joining NewEdge Advisors and LPL Financial in 2024. Outside of advisory work, he is co-owner of a car wash business in Walker, Louisiana. 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 offers a variety of portfolio management and consulting services alongside access to third-party managers and sponsored advisory programs, supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nicole A

Series 66

Temecula, CA

Newedge Advisors

Nicole Albrecht is a financial advisor with NewEdge Advisors and holds a Series 66 credential. She has 20 years of industry experience with prior roles at HUB Investment Partners, Avantax, Rawdin-Baron Financial, and 1st Global entities. Outside of her advisory role, she serves as CEO of Albrecht's Elite Investments, LLC, focuses on business tax and financial strategies through Elite Tax Partners, Inc., and is involved in nonprofit and community organizations including Mission Hope and the Murrieta Wildomar Chamber of Commerce. 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, utilizing both in-house and third-party managers across multiple program structures, supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Calynn G

Series 66, Series 63

Franklin, TN

Newedge Advisors

Calynn Gigant is a financial advisor at NewEdge Advisors with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining NewEdge Advisors in 2026, she worked at Ameriprise for four years and has background experience in the restaurant industry. 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 range of portfolio management and consulting services and employs multiple program structures with centralized due diligence and technology tools to support its advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen G

CFP®, Series 63, Series 65

Bethlehem, PA

Newedge Advisors

Stephen Gooditis is a CFP® professional with 38 years of industry experience currently with NewEdge Advisors. He previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Outside of his advisory work, he provides notary services and offers clients assistance with Medicare supplement programs and various insurance products including life insurance and long-term care coverage. 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 range of services such as portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, supported by centralized due diligence, technology tools, and a multi-structure investment platform.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Colleen B

Series 65

Beaumont, TX

Newedge Advisors

Colleen Baker is a Series 65 licensed advisor at NewEdge Advisors with one year of experience in the financial industry. She also serves as a Program Director and Instructor at Lamar State College - Orange, where she provides academic and career advice and instructs online dental assisting courses. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through multiple program structures, combining in-house manager selection with third-party models and emphasizes centralized due diligence supported by technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jared M

CFP®, Series 66

Valdosta, GA

Newedge Advisors

Jared Mcgahee is a CFP® professional with 17 years of industry experience. He has been with NewEdge Advisors since 2018 and also has a history with LPL Financial and Wiregrass Investment Management LLC. Outside of advisory roles, he serves as president and shareholder of Big Sky Transport, Inc., a transportation company. 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 centralized due diligence and technology tools to support clients and advisors.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alfred B

Series 63, Series 65

Delray Beach, FL

Newedge Advisors

Alfred Bonardi is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Oppenheimer for 15 years before joining NewEdge Advisors in 2022. 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 and utilizes multiple program structures that combine in-house and third-party manager selection with advanced technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jack M

Series 66

Destin, FL

Newedge Advisors

Jack Mitchell is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has worked at notable firms including Merrill and Raymond James and Associates. His prior roles span both financial services and other sectors, such as Embassy Suites. 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 offers a broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies and advisor discretion.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Chad N

Series 63, Series 66

Noblesville, IN

Newedge Advisors

Chad Nichter is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Sanctuary Wealth, and Wells Fargo Clearing. Nichter provides investment advisory services through NewEdge Advisors. 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 portfolio management, financial planning, consulting, and access to sponsored advisory programs through a combination of in-house manager selection, third-party models, and advisor discretion.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gina T

Series 66

Sarasota, FL

Newedge Advisors

Gina Tedesco is a Series 66-credentialed financial advisor with five years of industry experience, currently with NewEdge Advisors. Her prior work includes roles at Equitable Advisors and WR Wealth Planners LLC, as well as entrepreneurial and instructional positions such as an entrepreneurship instructor at the State College of Florida 26 West Entrepreneurship Center. Outside of her advisory work, she co-owns the Women's Power Forum, a professional networking group. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers diversified portfolio management and consulting services through multiple program structures, combining in-house and third-party manager selections with technology-supported client solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Angela W

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Angela White is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Aflac. Outside of advising, she is a partner at CRW Properties, LLC, managing rental real estate properties, and owns LTC Financial Services, LLC. 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 range of portfolio management, financial planning, and consulting services and employs multiple program structures that combine in-house and third-party strategies with centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cynthia T

Series 63, Series 66

Birmingham, AL

Newedge Advisors

Cynthia Thomas is a financial advisor at NewEdge Advisors with 42 years of industry experience. She has held positions at Stonegate Investment Group, LLC and UBS Financial Services prior to joining NewEdge in 2025. 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 plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party manager strategies supported by advanced technology and rigorous due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher R

Series 63, Series 65

Woodbury, MN

Newedge Advisors

Christopher Reisdorf is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including prior roles at LPL Financial and Investment Centers of America, Inc. Reisdorf provides investment advisory services through NewEdge Advisors, an independent registered investment advisor 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 advisers. The firm offers a wide range of portfolio management and consulting services and employs a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lindsay P

Series 66

Memphis, TN

Newedge Advisors

Lindsay Pelkey is a financial advisor at NewEdge Advisors with 12 years of industry experience. She holds a Series 66 designation and previously worked at FTB Advisors, Inc. from 2013 to 2022 before joining NewEdge Advisors and LPL Financial in 2022. 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 range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gladys N

Series 63, Series 66

Tulsa, OK

Newedge Advisors

Gladys Neafus is a financial advisor at NewEdge Advisors with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and UBS Financial Service Inc. 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 broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David T

Series 65

Los Alamitos, CA

Newedge Advisors

David Tang is a Series 65-licensed financial advisor with NewEdge Advisors, where he has worked since 2024. He has two years of industry experience and previously spent ten years at UCI Medical Center and five years at St. Joseph's Hospital. 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 range of portfolio management, financial planning, retirement consulting services, and access to third-party managers, emphasizing centralized due diligence and technological tools to support advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nicole N

Series 63, Series 65

Pierre, SD

Newedge Advisors

Nicole Neal is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 registrations and four years of industry experience. She previously worked at Edward Jones Investments from 2009 to 2019 and has been with LPL Financial since 2019. Neal also provides administrative support to NewEdge Advisors, contributing significant time to the firm's operations. 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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gerald H

Series 65

New Orleans, LA

Newedge Advisors

Gerald Hebert is an investment advisor representative with NewEdge Advisors, holding a Series 65 credential and nine years of industry experience. Prior to joining NewEdge in 2024, he worked at Spire Investment Partners for seven years. Hebert co-hosts the Ragin Review Podcast and serves on the membership committee of the BNI Ragin Revenue Chapter. 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 and utilizes a variety of program structures to combine in-house manager selection with third-party strategies and direct advisor discretion.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Hollis S

Series 63, Series 65

Dallas, TX

Newedge Advisors

Hollis Stuckert is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Brennan Financial Services and FSC Securities Corporation. Outside of advising, he owns a home restoration business, Corporate Discounts 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 advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and centralized due diligence to support clients and advisors.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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