Lena Chandler is a Series 65-licensed financial advisor with NewEdge Advisors and Chandler Wealth Strategies, bringing four years of industry experience. Her prior roles include positions at First South Farm Credit and Woodmen Financial Services, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving high-net-worth individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

Garrett Ahrens is a financial advisor at NewEdge Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 17 years and Ahrens Investment Partners, LLC for 8 years. Outside of his advisory role, he is involved in film production as the owner of Find Her Films, LLC. 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 various portfolio management and consulting services through a network of independent advisers, utilizing a range of program structures combining in-house manager selection, third-party models, and advisor discretion.

Tristram Millard is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at Fisher Investments, MSI Financial Services, MetLife Investment Fund Services, and Citizens Securities. He is involved in multiple investment-related business activities through entities affiliated with LPL Financial and 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 wide range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing diverse program structures and technology tools to support client and advisor needs.

Benjamin James is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Bank of America and Merrill. Beyond his advisory work, he serves on the finance committee at Brookwood Baptist Church and is a member of the advisory board of the College of Business at Louisiana Tech University. 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 and employs a variety of program structures to integrate in‑house and third‑party strategies supported by centralized due diligence and technology tools.

Quinton Autin is a financial advisor with NewEdge Advisors and holds CPA credentials. He has four years of industry experience alongside six years as a CPA and manager at MireGroup CPAs. His prior experience includes work at PRM CPAs + Advisors, LLC and Postlethwaite & Netterville. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures and emphasizes centralized due diligence and technology tools to support advisors and clients.

Walter Gundlach is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Banc One Securities Corporation. He serves on an advisory committee for Resource Bank. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm provides a broad range of portfolio management, financial planning, retirement consulting, and access to third-party managers, combining in-house manager selection with model-based strategies and advisor discretion supported by technology tools.

Phillip Fontenot is a financial advisor at NewEdge Advisors with over 31 years of industry experience. He holds the Series 66 designation and has worked at firms including Iberia Savings Bank, Iberia Financial Services, Infinex Investments, Triad Advisors, and NewEdge Advisors. Outside of his advisory work, he serves as president of the Lafayette Lambda Chi Alpha Alumni and Realty Corporation, managing the fraternity house for the local 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 offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.

Grant Davis is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Matchpoint Connection and State Farm Insurance. Outside of his advisory work, he has experience associated with Louisiana State University and a restaurant business called Mikes in Tigerland. 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 broad range of portfolio management and consulting services and integrates technology and centralized due diligence in its multiple program structures.

James Wallace 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, LLC for seven years. Outside of his advisory work, he is a 50% owner of a real estate firm and operates an independent insurance consulting business. 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 a broad range of portfolio management, financial planning, and consulting services through a network of independent investment adviser representatives, utilizing multiple program structures and technology tools to support client needs.

Dee Becquet is a financial advisor at NewEdge Advisors with 15 years of industry experience. She has held positions at Ahrens Investment Partners, LLC, LPL Financial, and Morgan Stanley before joining NewEdge Advisors in 2023. Dee holds the Series 66 designation and is based in New Orleans, LA. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse investment and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client and advisor needs.

Ben De Rouen is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Prior to joining NewEdge Advisors, he worked at Laird Plastics and attended Louisiana State University. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management and financial planning services, utilizing both in-house and third-party strategies supported by technology and a centralized due diligence process.

Ruston Matherne is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining NewEdge Advisors, he worked at Detillier Financial Advisors, LLC and Lincoln Investment. He also acts as a Medicare and life insurance agent, assisting clients with health insurance planning related to retirement. 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 and consulting services, utilizing multiple program structures and technology tools to support diverse advisor and client needs.

Brandon Chandler is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He previously worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Chandler is also involved with a business entity called Aunties Sunset Ally, LLC, which is not investment related. 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 broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools, and emphasizes centralized due diligence and ongoing monitoring of third-party managers.

Lisa McMillion is a financial advisor at NewEdge Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for 13 years. She is associated with Northshore Wealth Advisors, a DBA for her LPL-related business activities. 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 offers a variety of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Scott Hawk is a Series 65-licensed advisor with NewEdge Advisors, LLC, based in New Orleans, LA, and has three years of industry experience. Prior to joining NewEdge Advisors, he worked at REE, Inc. and served seven years at Praise Church. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a broad range of portfolio management, financial planning, retirement consulting, and advisory programs. The firm combines in-house manager selection with third-party strategies and employs technology tools and centralized due diligence to support advisor and client needs.

Stephen Gainey is a CFP® with 26 years of industry experience, currently serving as an investment advisor with NewEdge Advisors since 2017. He has also been affiliated with LPL Financial since 2013 and previously worked at Stratos Wealth Partners. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent representatives. The firm provides a wide range of portfolio management, financial planning, and consulting services, utilizing a combination of in-house and third-party strategies supported by centralized due diligence and technology tools.

William Thompson is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 16 years of industry experience. He has been with NewEdge Advisors since 2016 and also maintains a relationship with LPL Financial. 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 broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Scott Woodward is a financial advisor at NewEdge Advisors with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining NewEdge Advisors in 2025, he spent over two decades at Mass Mutual Investors Services and MassMutual Life Insurance Co. He has also been affiliated with the University of Georgia since 1999. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a broad suite of portfolio management, financial planning, and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party strategies and technology tools to support advisor and client needs.

Lewis Post is a CFP® with 36 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior work includes significant tenures at Morgan Stanley Private Bank and Citigroup Global Markets. Post is also registered as an insurance agent specializing in fixed insurance and fixed annuities. 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, and consulting services, utilizing multiple program structures and centralized due diligence to support both advisors and clients.

Stephen Liles is a CFP® professional with 19 years of industry experience, currently affiliated with NewEdge Advisors and LPL Financial since 2016. He also holds credentials including Series 66 and is based in New Orleans, LA. Outside of his advisory work, he is licensed as an attorney and is involved in several business entities, including legal services and private wealth management. 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 services including portfolio management, financial planning, and retirement consulting, supported by centralized due diligence, technology tools, and a mix of in-house and third-party investment solutions.