Mark Lerner is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge Advisors in 2026, he spent 29 years at MassMutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is a partner in Lerner, Rouille and Associates, LLC, a financial services 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 adviser representatives. The firm offers a range of portfolio management and consulting services and combines in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Lukas Foley is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has prior experience at MML Investors Services, MassMutual Life Insurance, and Live Nation. Outside of his advisory role, he is also licensed as an insurance broker selling 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 representatives. The firm offers diverse investment programs combining in-house and third-party management, supported by centralized due diligence and advanced technology tools.

Ryan Rouille is a financial advisor with NewEdge Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked for MassMutual Investors Services and MassMutual Life Insurance Co. for 24 years. Rouille serves on the Golf Committee Advisory Board for the Atlanta Community Food Bank. 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 various portfolio management and consulting services and integrates both in-house and third-party investment solutions with ongoing manager due diligence and the use of technology tools.