Reid Fiorio is a financial advisor at NewEdge Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience with firms including LPL Financial, Principal Securities, and GWM Advisors. Fiorio provides investment advisory services through NewEdge Advisors, an independent 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. The firm offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies with a focus on centralized due diligence and technology integration.

Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her career includes roles at Investment Centers of America and LPL Financial. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a range of analytic approaches and periodic portfolio reviews, managing transaction costs and potential conflicts through oversight and disclosure.

John Fiorio is a CFP® professional with over 41 years of experience in the financial services industry. He currently serves as an advisor at NewEdge Advisors and has held prior roles at GWM Advisors, LLC (DBA: Fiorio Wealth Advisors), LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory work, he is a co-owner of Fiorio Investment Planning Services, Inc. NewEdge Advisors serves a diverse client base that includes individuals, trusts, estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Dane Gleeson is a CFP® professional with 10 years of experience in the financial advisory industry. He has worked at NewEdge Advisors since 2018 and has prior experience with LPL Financial and Investment Centers of America. Gleeson provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing various analytic approaches and regular portfolio reviews.

Eric Neumann is a CFP® professional with 33 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has worked with GWM Advisors, LLC dba Fiorio Wealth Advisors since 2018 and has prior experience at LPL Financial and Investment Centers Of America, Inc. Since 1987, he has been co-owner and secretary of Fiorio Brothers Investments Inc. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.