Brittany Shaker is a CFP® professional with 18 years of experience in the financial services industry. She has worked at NewEdge Advisors, LLC and affiliated entities since 2016 and previously spent eight years at Ameriprise Financial Services. She is also a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Amanda Bolinger is a Series 65-credentialed financial advisor at NewEdge Advisors with one year of industry experience. She has been with NewEdge Advisors since 2016 and previously worked at Ameriprise Financial. NewEdge Advisors is a large 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 a range of portfolio management and financial planning services and employs technology tools and centralized due diligence to support advisor and client needs.