John Carrillo is a financial advisor at NewEdge Advisors in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Athens Real Estate Group, Tidewater Equipment Co., and Sea Island Resort, alongside four years dedicated to full-time education. 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 provides a range of portfolio management, financial planning, and consulting services, combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Steven Moats is a financial advisor with NewEdge Advisors in Denver, CO, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He spent over two decades with Northwestern Mutual and its affiliated entities before joining NewEdge Advisors. Moats is also involved in the sale of non-variable life, health, Medicare, annuity, disability, and long-term care insurance products through unaffiliated insurance companies. 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 range of portfolio management and consulting services and employs a combination of in-house manager selection, third-party model portfolios, and advisor discretion, supported by technology and centralized due diligence.