Ellen Reynard is a Series 66 licensed financial advisor with 13 years of industry experience, currently with NewEdge Advisors since 2022. Her prior experience includes roles at Raymond James Financial Services and Ascent Oil & Gas Consultants. She is a co-owner of an asset protection business and a partner in LTC Financial Services, which is connected to Beaumont Wealth Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house and third-party solutions with centralized due diligence and technology support.

Michael Jordan is a financial advisor at NewEdge Advisors with Series 63 and Series 65 credentials and three years of industry experience. In addition to his advisory role, he is a CPA and partner at Cavett, Turner & Wyble, LLP, an accounting firm in Beaumont, Texas, where he has worked for eight years. Prior to joining NewEdge Advisors, he spent three years with Raymond James Financial Services Advisors, 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, including AI in certain operations, to support advisor and client needs.