John Morlock is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at TIAA-CREF for 16 years before joining NewEdge Advisors in 2025. Outside of his advisory role, he assists his son as CFO of a property maintenance and landscaping company. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment vehicles and analytic approaches with regular portfolio reviews.

Chad Fitzpatrick is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2013. Outside of his advisory role, he is a licensed life and health insurance agent. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and periodic portfolio reviews.