Jody Davis is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at NewEdge Advisors since 2020 and has associations with Capital Wealth Management Group and LPL Financial dating back to 2007. 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 various portfolio management and consulting services, using a range of program structures and technology tools to support advisor and client needs.

Bryan Norris is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NewEdge Advisors, Capital Wealth Management Group, LPL Financial, NYLIFE Securities, and The Hudson Financial Group. He provides investment advisory services through both NewEdge Advisors and Capital Wealth Management Group. 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 advisors. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing multiple program structures and centralized due diligence to support its clients.