Kathaleen Muilwyk is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Raymond James & Associates for nine years before joining NewEdge Securities, Inc. in 2022. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a range of analytic approaches and maintains oversight to manage trading incentives within its investment process.

Kenneth Brace is a financial advisor at NewEdge Advisors with five years of industry experience and holds a Series 66 designation. His prior work includes roles at NewEdge Securities, Inc., Raymond James & Associates, JMI Sports, and Peach Bowl Inc. He serves as the Treasurer for the Greenville Clemson Club, a nonprofit organization. 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 offers a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party management supported by technology tools and centralized due diligence.

Graham Howle Jr. is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Sentinel Spark and The Citadel. He has also been involved with the Greenville Drive Baseball Team. 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, financial planning, retirement consulting, and access to advisory programs with a focus on centralized due diligence and technology-driven solutions.

Emory Hendrix Jr. is a financial advisor with NewEdge Advisors in Greenville, SC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining NewEdge Advisors and NewEdge Securities in 2022. Hendrix serves as treasurer on the Greenville Zoo Foundation Board, where he manages budgeting, financial reporting, and risk management. 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 combines asset management with financial planning and consulting, using asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Anthony Panuccio is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years. Panuccio serves as a trustee of a family trust. 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 combines asset management with financial planning, using asset allocation across mutual funds, ETFs, and individual securities.