Daniel Hocking is a financial advisor with Newedge Advisors and holds Series 63 and Series 65 credentials. He has 31 years of industry experience and has previously worked at Budell Overcash Anderson & Co., Inc. He is a co-owner of a wealth management business and serves on the board of the Westfield Hospital Foundation. 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 and consulting.

Joseph Cerrie Sr. is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Mid Atlantic Capital Corporation and Budell Overcash Anderson & Co., Inc. He is also co-owner of a wealth management firm, First Affiliated of the Chautauqua Region, and has operated Heanans Pub since 2000. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through independent adviser representatives. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence to support advisors and clients.