Morgan Heyen is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with NewEdge Advisors and NewEdge Securities, LLC, having previously worked at Stifel and Wells Fargo Bank. Heyen volunteers with her child's elementary school PTO and serves as treasurer and director of a family tile business. 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 investment and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Michael Todd is a financial advisor at NewEdge Advisors with eight years of industry experience. He previously worked at Stifel for seven years and Talent Plus Inc for four years. Todd is involved in his community as a board member of the Lincoln Ice Hockey Association, where he manages SafeSport activities, and coaches youth ice hockey and baseball. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisor representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, using multiple program structures and technology tools to support advisor and client needs.

Mitchell Bergen is a Series 66-credentialed financial advisor at NewEdge Advisors with three years of industry experience. He previously worked at Stifel - Olson Financial Group and Talent Plus Inc. Outside of his advisory role, he volunteers as a youth sports coach at the YMCA of Lincoln and serves as a committee member for the Knights of Columbus at Blessed Sacrament Catholic Church. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house and third-party strategies with ongoing due diligence and technology support.

Kasey Hosack is a financial advisor at NewEdge Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Stifel and NAI FMA Realty. Outside of her advisory role, Hosack is the Director of Client Service for Cleartrek Wealth Partners and CrossMMG LLC, a professional employer organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence processes.

Matthew Olson is a financial advisor with NewEdge Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2025, he spent 15 years at Stifel Nicolaus & Co Inc. Olson is a co-founder and wealth partner at Cleartrek Wealth Partners, a registered investment advisor, and serves as a board member for the Alpha Tau Omega Fraternity chapter in Lincoln. 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 provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.

Loy Olson is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes 15 years at Stifel Nicolaus and Company, Inc. Olson also serves as chairman of Cleartrek Wealth Partners and 9BarO, both investment advisory businesses. 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 comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, employing centralized due diligence and technology tools to support both advisors and clients.