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Arlen L

Series 63

New Orleans, LA

Newedge Advisors

Arlen Ledet is a financial advisor at NewEdge Advisors with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party strategies and employing technology tools to support client needs.

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

Series 63, Series 66

New Orleans, LA

Newedge Advisors

Courtney Troyano is a financial advisor at NewEdge Advisors with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Troyano is also associated with ClearPath Wealth Partners, a brokerage business operating through NewEdge Advisors. 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, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

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

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Tony Smith is a financial advisor at NewEdge Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Stonegate Investment Group. Outside of his advisory role, he is involved in timber farming and wildlife management through Sandwood Farms LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers diverse portfolio management and consulting services, utilizing both in-house and third-party investment solutions supported by centralized due diligence and technology tools.

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

Series 66

New Orleans, LA

Newedge Advisors

Robert Smith Jr. is a financial advisor with NewEdge Advisors holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2026 before joining NewEdge Advisors and NewEdge Securities in 2026. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support its advisory platform.

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

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Kristiaan De Roos is a financial advisor at NewEdge Advisors with 15 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining NewEdge Advisors in 2024. De Roos also conducts advisory services through Sage Capital Wealth and is involved in sales of insurance and variable annuity products. 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 variety of portfolio management and consulting services through multiple program structures that combine in-house manager selection with third-party strategies, supported by technology and centralized due diligence.

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

Series 65, Series 66

New Orleans, LA

Newedge Advisors

Brandon Papa is a financial advisor with NewEdge Advisors, holding Series 65 and Series 66 licenses and bringing 29 years of industry experience. He has been with NewEdge Advisors since 2016 and previously worked at LPL Financial starting in 2009. Outside of his advisory role, he is involved as an officer in Famous LA Meat Pie Co, a food manufacturing business, and is a partner in Hodgewells, LLC, an oil and gas investment entity. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base that includes 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 consulting services, employing multiple program structures and leveraging technology and centralized due diligence in its investment approach.

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

Series 65

New Orleans, LA

Newedge Advisors

Tyler Attales is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. Before joining NewEdge Advisors in 2026, he worked at Coastal Capital Advisors, BrandRusso, and Moncus Park. He completed his education at Louisiana State University in 2024. NewEdge Advisors is a large registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services such as portfolio management, financial planning, and retirement consulting, using multiple program structures and technology tools to support both advisors and clients.

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

Series 66

New Orleans, LA

Newedge Advisors

David Turnage is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 credential and bringing 16 years of industry experience. His prior work includes roles at Merrill and LPL Financial. Outside of his advisory work, he is involved in co-ownership of business ventures including Robust Ventures. 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 diverse portfolio management and consulting services, using multiple program structures and technology tools to support advisors and clients.

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

Series 63, Series 65

New Orleans, LA

Newedge Advisors

James Welden is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and Independent Financial Partners. Based in New Orleans, LA, Welden also performs notary services in Newnan, GA. 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 provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

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

Series 63

New Orleans, LA

Newedge Advisors

Kyle Graffagnini is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at LPL Financial LLC, Coker & Palmer, and Scotia Capital (USA) Inc. 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 centralized due diligence and technology tools to support advisors and clients.

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

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Elizabeth Gossen is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, Ahrens Investment Partners, and LPL Financial. Outside of her advisory role, Gossen is a CPA and provides accounting services, and she serves as a board member for the Dreams Foundation of Acadiana, a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.

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

New Orleans, LA

Newedge Advisors

Cory Fruge is a financial advisor with NewEdge Advisors and holds 10 years of industry experience. Prior to joining NewEdge Advisors in 2023, he worked at Ahrens Investment Partners for seven years. In addition to his advisory career, he has been a pilot for Delta Air Lines since 1998 and owns a hay farm called Flying C Ranch. 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 advisors. The firm offers a variety of portfolio management and consulting services and utilizes centralized due diligence, technology tools, and a range of program structures to meet client needs.

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

Series 66

New Orleans, LA

Newedge Advisors

Belinda Lemaire is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Merrill from 2005 to 2021 and has been with NewEdge Advisors since 2021. Outside of her advisory work, Lemaire is a licensed massage therapist. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

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

Series 63, Series 66

New Orleans, LA

Newedge Advisors

John Clardy III is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 66 credentials. He has 31 years of industry experience, including nearly three decades at IA Johnston, Lemon Asset Management, Inc. and its predecessor, Johnston, Lemon & Co. Inc. He conducts advisory services through NewEdge Advisors under the business name Continuity Wealth Group. NewEdge Advisors is a large enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, using a variety of program structures and technology-enabled platforms to combine in-house and third-party manager strategies.

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

CFP®, Series 63

New Orleans, LA

Newedge Advisors

Douglas Stein is a CFP® with 38 years of industry experience and is currently affiliated with NewEdge Advisors. His previous work includes roles at Goss Advisors, Mid Atlantic Capital Corporation, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves on the finance council and investment committee for the Roman Catholic Diocese of Salina and is vice president of the Fellow Man International Foundation, a nonprofit supporting missionary medical efforts in Honduras. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using a combination of in-house and third-party strategies supported by technology and centralized due diligence.

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

Series 63, Series 66

New Orleans, LA

Newedge Advisors

Sandra Baker is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior work includes a 16-year tenure at TD Waterhouse Investor Services and ongoing roles with NewEdge Advisors and LPL Financial since 2021. Outside of her advisory role, she participates as an online survey taker through Amazon Mechanical Turk. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a variety of program structures to support both advisors and clients.

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

Series 66

New Orleans, LA

Newedge Advisors

Matthew Duplechain is a financial advisor at NewEdge Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Wells Fargo Advisors prior to his current role. 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 range of portfolio management and consulting services, utilizing both in-house and third-party manager 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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Bradley C

CFP®, Series 66

New Orleans, LA

Newedge Advisors

Bradley Cantrill is a CFP® with 25 years of industry experience and currently serves as an advisor at NewEdge Advisors. His prior experience includes roles at Triad Hybrid Solutions, Triad Advisors, and Kestra Financial Services. Outside of his advisory work, he is involved in tax preparation services and insurance through separate business ventures. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

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

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Lori Taylor is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at NewEdge Securities LLC, Sonny Detillier Agency, Lincoln Investment, and Great American Advisors, Inc. She also works as an insurance agent specializing in fixed annuity sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client and advisor needs.

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

CFP®, ChFC®, Series 66

New Orleans, LA

Newedge Advisors

Joshua Barnett is a CFP® and ChFC® professional with 10 years of experience in financial advisory roles. He is currently affiliated with NewEdge Advisors and has worked previously at LPL Financial LLC and Wells Fargo Clearing. Barnett is based in New Orleans, LA. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, planning, retirement, and consulting services, utilizing a combination of in-house and third-party investment 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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