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Jaclyn H

Series 63, Series 65

Milldale, CT

Newedge Advisors

Jaclyn Hissick is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Nesso Group and CWM, LLC. In addition to her advisory role, she is licensed to sell life, health, disability, annuities, and long-term care insurance. 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 wide range of portfolio management and consulting services, utilizing both in-house and third-party strategies, supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John W

Series 66

Milldale, CT

Newedge Advisors

John Wonneberger is a financial advisor with NewEdge Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. His prior roles include 17 years at LPL Financial and leadership of Wonneberger Business Solutions LLC for 28 years. He serves on the board of the Cheshire Land Trust, a nonprofit land conservancy 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 advisers. 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 that combine in-house selections with third-party strategies and advisor discretion.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Emily L

Series 66

Milldale, CT

Newedge Advisors

Emily Lebowitz is a Series 66-licensed financial advisor at NewEdge Advisors with four years of industry experience. She has previously worked at firms including Cetera Advisor Networks, CWM, LLC dba Carson Partners, Nesso Group, and Infinex. Outside of her advisory work, she is involved in youth sports as the Boys Club Director and Head Volleyball Coach for the Husky Volleyball Club in Windsor, CT. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers and uses technology and centralized due diligence to support its multi-structured investment solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bonnie B

CFP®, Series 65

Milldale, CT

Newedge Advisors

Bonnie Bailey is a CFP® professional with 10 years of industry experience, currently with NewEdge Advisors since 2024. She previously worked at Carson Wealth, Cetera Advisor Networks LLC, CWM, LLC, and Cornerstone Wealth Management. Bailey is also involved as an associate wealth advisor with GAAM Wealth Advisors and works as a life insurance agent with Freedom Moat, LLC. 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 suite of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrea B

Series 65

Milldale, CT

Newedge Advisors

Andrea Bongiovanni is a financial advisor at NewEdge Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including USI Consulting Group, CWM, LLC, and Nesso Wealth. 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 range of portfolio management, financial planning, retirement consulting, and advisory program services that combine centralized due diligence, technology tools, and both in-house and third-party investment strategies.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kevin C

Series 66

Milldale, CT

Newedge Advisors

Kevin Christopher is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds the Series 66 credential and has worked at firms including NewEdge Securities, Carson Group Partners, and Cetera Advisor Networks. In addition to his advisory role, he maintains a legal practice providing basic wills and healthcare proxy advice and is involved in financial services and insurance through the Nesso Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of advisory services and investment programs, combining in-house expertise with third-party solutions and utilizing technology tools to enhance advisor and client support.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew G

CFP®, Series 66

MIlldale, CT

Newedge Advisors

Matthew Glatt is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently affiliated with NewEdge Advisors, where he has worked since 2024. Glatt also serves as CEO of Nesso Accounting and Tax, LLC, a firm specializing in individual and business tax planning and preparation. 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 services including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, supported by centralized due diligence and technology tools.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Garrett B

CFP®, Series 65

Milldale, CT

Newedge Advisors

Garrett Burns is a CFP® and Series 65 licensed financial advisor with six years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024. Prior to that, he held roles at firms including CWM, LLC, FLP Financial Group, LLC, and Asset Strategies, Inc. In addition to his advisory work, he is involved in accounting and tax preparation through Nesso Accounting & Tax, LLC and holds a life, health, and disability insurance license. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, corporations, pension plans, and charitable organizations through a network of independent advisers. The firm provides a variety of investment and consulting services, utilizing multiple program structures and technology tools to support personalized portfolio management and ongoing manager due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Colin M

Series 63, Series 65

Milldale, CT

Newedge Advisors

Colin Murray is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at NewEdge Securities, CWM, LLC, Nesso Wealth, Securities America Inc, and New York Life. He also has experience in insurance sales, advising on life, health, long-term care, and Medicare insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing both in-house and third-party solutions alongside centralized due diligence and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ty B

Series 66

Milldale, CT

Newedge Advisors

Ty Bongiovanni is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms including National Planning Corporation, Securities America, and Nesso Wealth. Outside of his advisory role, he is involved with businesses focused on insurance and employee benefits and manages irrevocable trust assets. 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 a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing multiple program structures that combine in-house manager selection with third-party models.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rebecca R

CFP®, Series 65

Milldale, CT

Newedge Advisors

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. 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 sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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