Jack Ricker is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise. His background includes roles outside finance, such as positions at D.P. Dough and Lifetime Fitness. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, employing multiple program structures including advisor-managed accounts and model-based strategies, supported by centralized due diligence and technology tools.

Calynn Gigant is a financial advisor at NewEdge Advisors with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining NewEdge Advisors in 2026, she worked at Ameriprise for four years and has background experience in the restaurant industry. 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 and employs multiple program structures with centralized due diligence and technology tools to support its advisors and clients.

Nolan Phillips is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 12 years. Additionally, he is a certified notary, providing notarization services for client documents as needed without charge. 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 offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Adam Neelly is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise. Outside of his advisory role, Neelly serves as treasurer on the board of Wholehearted Counseling and coaches shot put and discus for high school track and field teams in Williamson County Schools. 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 broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Matthew Robins is a financial advisor with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. Robins serves on the board of directors for Forever Story, a nonprofit organization. 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 offers a wide range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Jeffrey Nicholson is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, Southern Medical Technologies, AT&T, and held teaching positions at The University of Alabama and Jasper High School. 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 offers a wide range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party management with technology-supported solutions.

Basil Lamastus is a CFP® certificant with 29 years of industry experience, currently serving at NewEdge Advisors since 2026. His prior roles include positions at Ameriprise and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers comprehensive portfolio management, financial planning, retirement and pension consulting, and access to various advisory programs, utilizing a range of program structures and technology tools to support both advisors and clients.

Rami Abdelhadi is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services for a combined 21 years. Outside of advisory work, he is involved in non-investment-related business ownership. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Gabriel Shabat is a financial advisor at NewEdge Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ameriprise and Deutsche Bank. Outside of his advisory role, Shabat serves as a graduate course facilitator at Boston University and will be an adjunct professor of finance at Belmont University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, 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 that combine in-house manager selection with third-party models and advisor discretion.

Ryan Metz is a CFP® with two years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Prior to joining NewEdge, he worked at Ameriprise for three years and at Pennington, Bass & Associates for two years. Ryan’s background includes roles at NewEdge Securities and academic experience at Texas Tech University. NewEdge Advisors is an enterprise-scale registered investment adviser that serves 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 services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers, utilizing a variety of program structures supported by centralized due diligence and technology tools.

Joe Creecy is a financial advisor at NewEdge Advisors with 26 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Ameriprise Financial Services, Inc. for 21 years before joining NewEdge Advisors and NewEdge Securities LLC in 2026. Outside of advisory work, he is a co-owner of Leisure Flight LLC, which owns a private airplane, serves on the board of Freedom Aviation Network, acts as treasurer of a homeowners association, and works as a contract motorcycle riding instructor. 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 offers a range of portfolio management and consulting services, utilizing centralized due diligence, multiple program structures, and technology tools to support advisor and client needs.

Nicholas Stamatis is a Series 66 licensed financial advisor at NewEdge Advisors with 21 years of industry experience. Prior to joining NewEdge in 2026, he worked at Ameriprise and Ameriprise Financial Services from 2005 to 2026. Outside of his advisory role, Stamatis is involved in several business ventures including independent insurance brokering and membership in multiple LLCs related to real estate and wholesale/retail sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs that combine in-house manager selection with third-party strategies and advisor discretion.

Andrew Britt is a financial advisor with NewEdge Advisors in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Ameriprise and Olympus America. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using a combination of in-house manager selection, third-party model portfolios, and advisor discretion.

Theodore Macri is a financial advisor with NewEdge Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at Ameriprise and seven years at Ameriprise Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence, with recent integration of artificial intelligence in certain operations.

Taylor Huddle is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Walgreens Boots Alliance. 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 broad range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party models and direct advisor discretion.

Kyatt Byrd is a CFP® with three years of industry experience, currently with NewEdge Advisors. His prior experience includes roles at Ameriprise and Edward Jones. 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 offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

David Wuller is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including 21 years at Ameriprise and its affiliates before joining NewEdge Advisors in 2026. Outside of his advisory role, he serves as co-treasurer of the Middle TN Tennis League, assisting with the collection of annual league dues. 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 broad range of services including portfolio management, financial planning, and access to third-party managers, utilizing technology and centralized due diligence in its investment approach.