Megan Evans Fontenot is a CFP® and holds a Series 66 license with 16 years of industry experience. She currently works with NewEdge Advisors and LPL Financial and has prior experience at Morgan Stanley and FSC Securities Corporation. She provides administrative support for NewEdge Advisors. 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 portfolio management and consulting services and employs multiple program structures to combine in-house manager selection with third-party model portfolios and advisor discretion.

John Rovetto is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has been with NewEdge Advisors since 2016 and previously worked at Merrill from 2004 to 2006. Rovetto operates through multiple registered investment advisor entities and provides investment advisory services primarily based in New Orleans, LA. 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 comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, using a range of program structures and technology tools to support client needs.

Wayne Murry Jr. is a financial advisor with NewEdge Advisors, holding the CFA® designation along with Series 63, 65, and 66 licenses, and has 24 years of industry experience. He has worked at Hancock Investment Services, Inc. and Hancock Bank since 2012. Outside of his advisory role, he is the sole owner of Maddie's Mobile Makeovers, a mobile dog grooming business. 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 a variety of portfolio management and consulting services and uses multiple program structures that combine in-house and third-party manager strategies, supported by technology tools and centralized due diligence.

Russell Jacobs III is a CFP® and ChFC® with 41 years of industry experience. He is currently with NewEdge Advisors and LPL Financial, having previously worked for MassMutual Investors Services and MassMutual Life Insurance Company for over two decades. 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 sponsored advisory programs, utilizing multiple program structures and technology tools to support client needs.

Jason Foster is a financial advisor with NewEdge Advisors, holding a Series 66 designation and five years of industry experience. He previously worked at Blue Fin Services and Triad Advisors. Foster serves as an advisory board member for Catholic High School of New Iberia and is chapter chairman for Ducks Unlimited, a nonprofit focused on conservation efforts. 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 adviser representatives. The firm offers a range of investment management and consulting services, emphasizing centralized due diligence and the use of technology to support advisors and clients.

Alexandre Theriot III is a financial advisor with NewEdge Advisors and holds the Series 63 designation. He has 37 years of industry experience, including 13 years at Wells Fargo Advisors and two years at LPL Financial. Outside of his advisory role, he is a co-owner of a car wash business in Walker, Louisiana. 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 broad range of portfolio management, financial planning, and consulting services, utilizing various program structures and emphasizing centralized due diligence and technology-supported solutions.

Angela White is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Aflac. Outside of advising, she is a partner at CRW Properties, LLC, managing rental real estate properties, and owns LTC Financial Services, LLC. 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, financial planning, and consulting services and employs multiple program structures that combine in-house and third-party strategies with centralized due diligence and technology tools.

Gerald Hebert is an investment advisor representative with NewEdge Advisors, holding a Series 65 credential and nine years of industry experience. Prior to joining NewEdge in 2024, he worked at Spire Investment Partners for seven years. Hebert co-hosts the Ragin Review Podcast and serves on the membership committee of the BNI Ragin Revenue Chapter. 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 range of portfolio management, financial planning, and consulting services and utilizes a variety of program structures to combine in-house manager selection with third-party strategies and direct advisor discretion.

George Sins III is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at LPL Financial, Wells Fargo Advisors, and Prudential Equity Group. Outside his advisory work, he is involved in a family business operating a bed and breakfast in New Orleans. 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, utilizing a combination of in-house and third-party investment strategies supported by technology and centralized due diligence.

Steven Darden is a CFP® with 20 years of industry experience, currently serving as an advisor at NewEdge Advisors and LPL Financial since 2016. He is a board member of St. Joseph's Cemetery Fund, Inc., a nonprofit organization. NewEdge Advisors is an enterprise-scale registered investment adviser providing a broad range of services to individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers various investment program structures and emphasizes centralized due diligence, technology integration, and the use of artificial intelligence in some business operations.

Conrad Richard is an investment advisor at NewEdge Advisors with a Series 66 credential and two years of industry experience. His work history includes roles at South Louisiana Bank, LPL Financial, and the Talbot, Carmouche & Marcello Law Firm. Outside of advisory services, he operates South Louisiana Financial Services, a DBA for his LPL business, and provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, employing both in-house and third-party investment strategies supported by technology and ongoing due diligence.

Joshua Cavett is a financial advisor at NewEdge Advisors with over 21 years of industry experience. He holds the PFS™ credential along with Series 63 and Series 65 licenses. Prior to his current role, Mr. Cavett worked with several entities including Raymond James Financial Services and has ownership interests in various business ventures such as Secretum, LLC, a cryptocurrency holding entity. He is also involved in community activities as a deacon at Riverside Church and serves on the board of Veritas Classical Academy. 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 broad 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 both advisors and clients.

Kayla Grodi is a CFP® and Series 66-registered financial advisor with eight years of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2024, following seven years at Edward Jones and a year at Brown & Root. 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 broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

Heather Ryan is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds the Series 66 designation and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. NewEdge Advisors is a large registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as portfolio management, financial planning, and access to third-party managers, employing multiple program structures that combine internal and external investment management with technology tools and centralized due diligence.

Nathaniel Novak is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates from 2013 to 2020. Novak is also a managing member of Gibson Lane LLC, a business entity for tax and investment purposes. 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 and consulting services, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.

Matthew Tucker Varas is a CFP® and Series 65-registered financial advisor with NewEdge Advisors, LLC, with four years of industry experience. His prior work includes roles at Fidelity Bank, NYLIFE Securities LLC, and New York Life Insurance Co. He operates advisory services under Guardian Wealth Management Group, LLC as part of his activities within NewEdge Advisors. 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 comprehensive portfolio management and consulting services, utilizing multiple program structures and technology tools, with a focus on centralized due diligence and manager monitoring.

Claire Stanford is a financial advisor with NewEdge Advisors, LLC, based in New Orleans, LA, and holds eight years of industry experience. She previously worked for Ahrens Investment Partners, LLC for five years and has owned Stanford & Associates since 2000, where she provides accounting, tax, and insurance services alongside investment advice. Stanford is also involved part-time with an oilfield service company and a family farming enterprise. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures with centralized manager due diligence and technology tools to support advisor and client needs.

Gerald Goss is a financial advisor with NewEdge Advisors in New Orleans, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 54 years of industry experience and has worked previously with LPL Financial and Wells Fargo Advisors. He co-owns Goss Ventures, LLC, an entity that passively holds investments in start-up companies with his son. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Debra Tagg is a CFP®-certified financial advisor at NewEdge Advisors with 27 years of industry experience. Her career includes roles at Brennan Financial Services, FSC Securities Corporation, and BFS Advisory Group, among others. She serves as a board member of the Communities Foundation of Texas and chairs the Relationships Committee, in addition to holding trustee and investment committee roles at the Children’s Health System of Texas and participating on the Hockaday School Investment Committee. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and consulting through a network of independent advisers, using a range of program structures and technology tools to support client needs.

Gabriel Campbell is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds the Series 66 designation and has held positions at J.P. Morgan Securities, Merrill, and Bank of America. Outside of financial services, he is the sole owner of Campbell Properties, a business based in Bloomington, Indiana. 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 range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing technology and a centralized due diligence process to support client and advisor needs.