Kendra O'Reilly is a financial advisor with NewEdge Advisors holding a Series 66 designation and 26 years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2021 and previously at Key Investment Services LLC from 2016 to 2021. 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 provides comprehensive portfolio management, financial planning, retirement consulting, and access to managed programs, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Patrick Rider is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Key Investment Services LLC and LPL Financial LLC. His background also includes eight years at Lake Williams Resort. 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, employing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Daniel Rider is a financial advisor at NewEdge Advisors with a Series 66 credential and two years of industry experience. His prior work includes roles at LPL Financial, Bank of America, Merrill, and Twiage. Outside of his advisory work, he operates Daniel Rider, LLC, a non-investment-related business. NewEdge Advisors serves a broad range of clients including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing mutual funds, ETFs, and individual securities with periodic rebalancing and quarterly reviews.