James Floyd is a CFP® certificant with five years of experience in financial advising, currently serving at NewEdge Advisors in Dallas, TX. His prior roles include positions at Paradigm Advisors LLC and management of mineral interests at Latigo Holdings LLC, where he also performed bookkeeping duties. He is a limited partner in Tasca Holdings, LLC, a clothing business in Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing diverse program structures and technology tools to support client needs.

Clayton Keyes is a CFP®-designated financial advisor at NewEdge Advisors with four years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities LLC in 2026, he held positions at Evergreen Wealth Advisors, Charles Schwab Bank, Charles Schwab, Bank of America, Merrill, and Bank of America Merrill Lynch. 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, utilizing multiple program structures and centralized due diligence, and incorporates technology tools and artificial intelligence in its operations.

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.

Burke Rogers is a Series 65-licensed financial advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge, he worked at Iqeq and has experience in both corporate and academic environments. 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 variety of portfolio management and consulting services, combining in-house manager selection with third-party models and uses technology tools and AI in its operations.

Laura Haas is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. She previously attended The University of Texas at Austin. 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, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Bradley Rouse is a CFA® charterholder based in Dallas, TX, with nine years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities Inc. Prior to joining NewEdge, he held positions at firms including Protective Life, CONCOURSE FINANCIAL GROUP, and Investment Distributors, Inc. 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 adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, using both in-house manager selection and external model portfolios supported by technology tools and centralized due diligence.