David Harrison is a CFP® professional with 35 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has held roles at North Star Investment Services, Inc., Mid Atlantic Financial Management, and Mid Atlantic Capital Corporation since 2003. In addition to his advisory work, he is president of an insurance business specializing in fixed annuities and life insurance, and he is president and 50% owner of Wealth Capital Partners, where he is involved in marketing, planning, and administration. NewEdge Advisors is a large registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining in-house manager selection with third-party strategies, supported by centralized due diligence and technology tools.