Marc Clark is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Arbor Point Advisors, and Securities America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management and consulting services utilizing a variety of program structures that combine in-house manager selection with third-party models and technology tools.

John Menniti is a CFP® with 30 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior experience includes roles at LPL Financial, Private Portfolio Partners, Fidelity Personal and Workplace Advisors, and Strategic Advisers. 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 consulting, and access to third-party managers, with multiple program structures and a focus on centralized due diligence and technology integration.

Michael Masters is a CFP® with 21 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2023. He previously worked for Wells Fargo Advisors for 10 years. Outside of his advisory role, Masters is the owner and manager of Talanton, LLC, a financial advice business based in Peachtree Corners, 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 advisers. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Harlan Hughes is a financial advisor at NewEdge Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors and LPL Financial since 2017, following a two-year tenure at Capital One Investing. Hughes provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm that serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and centralized due diligence supported by technology tools.

Steven Fanguy is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2015. 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 range of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by technology tools and centralized due diligence.

Eugene Songy is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at GWM Advisors, LLC dba South Louisiana Financial Services, LLC, LPL Financial, Investment Centers of America, and South Louisiana Bank. He is also the owner of Songy's Sporting Goods, a family business. 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 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 client needs.

Nita Pastor is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Her prior roles include positions at GWM Advisors, Mid Atlantic Capital Corporation, and Raymond James & Associates. She serves on the allocations committees for the Impact 100 of Greater New Orleans Foundation and the Women's Leadership Council at United Way, where she participates in grant selection decisions, and she manages Continuing Legal Education events for attorneys in 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 advisers. The firm offers comprehensive portfolio management, financial planning, and access to various advisory programs, combining in-house manager selection with third-party strategies and centralized due diligence supported by technology tools.

John Cusimano is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously operated Cusimano Wealth Management, LLC, and worked at Raymond James Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charities through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support advisors and clients.

Troy Toups is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2015. 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 wide range of portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing technology and centralized due diligence to support advisors and clients.

John Burton Cestia III is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward D. Jones & Co., Triad Advisors LLC, and LPL Financial. He is the sole owner of Cestia Wealth 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 advisers. The firm provides a range of services, including portfolio management, financial planning, retirement and pension consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support client needs.

Wilkes Martin III is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining NewEdge in 2024. In addition to his advisory role, Mr. Martin operates an advisory service under the name Sage Capital Wealth. 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 comprehensive range of portfolio management and consulting services, combining in-house manager selection with third-party strategies and employing technology tools such as algorithmic model portfolios and held-away account platforms.

Brian Wynne is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with NewEdge Advisors and LPL Financial since 2016. Wynne provides investment advisory services through multiple independent advisory firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a variety of services including portfolio management, financial planning, and retirement consulting, utilizing a range of program structures that combine in-house and third-party strategies with technology tools to support advisors and clients.

Thomas Evans is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including MassMutual Life Insurance, Eagle Strategies (NY Life), Cornerstone Financial, and LPL Financial. 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 broad range of services and utilizes multiple program structures, combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and advanced technology tools.

Bryan Bishop is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 16 years of industry experience. He previously worked at TIAA-CREF and TIAA from 2014 to 2023. Outside of his advisory role, he serves as the Chief Financial Officer and Treasurer of the University of Southern California Alumni Association, managing accounting and scholarship fundraising for the organization. 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 centralized due diligence and technology tools to support clients and advisors.

Mark Moss is a Series 65-licensed financial advisor with NewEdge Advisors and has four years of industry experience. He previously worked at Bancorp South Bank for nine years before joining NewEdge Advisors. Mr. Moss is a foundation member and periodically serves on the board of ARC of Caddo Bossier. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence and technology to support client needs.

Perry Frey is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Ahrens Investment Partners. Outside of advisory services, he is involved in managing family farm operations through B&Q LLC. 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 broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

Michelle Hollenshead is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and bringing 22 years of industry experience. She worked at Edward Jones for 17 years before joining LPL Financial, where she served for four years. 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, utilizing multiple program structures and centralized due diligence.

Justin Montreuil is a financial advisor at NewEdge Advisors with seven years of industry experience. He holds a Series 65 designation and has worked previously at Black Swift Group, Ahrens Investment Partners, and has diverse work history including roles in law enforcement and healthcare. 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 services including portfolio management, financial planning, retirement and pension consulting, and access to sponsor advisory programs, utilizing centralized due diligence and technology-driven solutions.

Patricia Wetzel is a financial advisor at NewEdge Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for six years before joining NewEdge in 2022. Wetzel is also a Senior Client Services Associate at CrossMMG LLC, a professional employer organization providing payroll and human resources services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisors and clients.

John Morein is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds the ChFC® and Series 63 designations and has held positions at Ahrens Investment Partners, LLC, LPL Financial, and MSI Financial Services, Inc. Outside of advising, he is involved in the sale of life and health insurance 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 broad range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, employing both in-house and third-party strategies supported by technology tools and centralized due diligence.