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Amanda B

Series 66

New Orleans, LA

Newedge Advisors

Amanda Blackwell is a Series 66 credentialed financial advisor with four years of industry experience. She is currently with NewEdge Advisors and LPL Financial, having held previous roles at Goss Wealth Management and multiple positions in the hospitality industry. 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 advisor and client needs.

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

Series 66

New Orleans, LA

Newedge Advisors

Alexander Goss is a financial advisor with NewEdge Advisors holding a Series 66 designation and 17 years of industry experience. He has worked with LPL Financial, LLC and NewEdge Advisors since 2014. Outside of his advisory role, Goss is involved in several business ventures related to investment advisory and real estate management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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

Series 63, Series 66

New Orleans, LA

Newedge Advisors

Robert Waite is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining NewEdge Advisors in 2024, he worked at Raymond James Financial Services from 2015 to 2023 and has been involved with Waite Wealth Management since 2015. 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 services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, 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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Elizabeth R

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Elizabeth Reed Hoole is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 credentials and 43 years of industry experience. She previously worked at Folger Nolan Fleming Douglas Inc. for nine years before joining NewEdge Advisors in 2024. 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 advisor and client needs.

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

Series 66

New Orleans, LA

Newedge Advisors

Evan Saterfiel is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Iberia Investment Services. Outside of advising, he serves on the board of trustees for Ascension Episcopal School and participates on the finance committee of Ochsner Hospital. 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 a broad range of portfolio management and financial planning services, utilizing multiple program structures and technology tools to support advisor and client needs.

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

Series 66

New Orleans, LA

Newedge Advisors

Christopher St. Germain is a Senior Advisor at NewEdge Advisors with 25 years of industry experience. He holds a Series 66 credential and has worked at NewEdge Advisors and NewEdge Securities since 2023, and previously at Purshe Kaplan Sterling Investments and Ahrens Investment Partners for eight years. Outside of his advisory role, he is a managing partner of STG Capital, LLC and serves as a trustee for the Rebecca Ahrens 2008 multigenerational trust. 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 suite 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.

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

CFP®, Series 63

New Orleans, LA

Newedge Advisors

Craig Wroten is a CFP® professional with 30 years of industry experience, currently serving as an advisor at NewEdge Advisors. His career includes over two decades at Edward Jones and a period with LPL Financial. Outside of his advisory work, he is also a self-employed musical performer. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, employing multiple program structures that combine in-house and third-party strategies with centralized due diligence and technology support.

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

Series 63, Series 66

New Orleans, LA

Newedge Advisors

Chad Dufrene is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Banc of America Investment Services. He provides investment advisory services through NewEdge Advisors and GWM Advisors, LLC. 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, consulting services, and utilizes advanced technology and due diligence processes to support client and advisor needs.

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

Series 66

New Orleans, LA

Newedge Advisors

Tristen Louviere is an investment advisor representative at NewEdge Advisors with five years of industry experience. He holds the Series 66 designation and has worked at NewEdge Advisors since 2022, following prior roles at Triad Advisors and the University of Louisiana at Lafayette. 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 broad range of portfolio management, financial planning, and consulting services, employing multiple program structures and technology tools to support advisor and client needs.

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

Series 66

New Orleans, LA

Newedge Advisors

Stephanie Groschup is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at NewEdge Advisors and its affiliated entities since 2010 and previously at Mid Atlantic Financial Management, Inc. Outside of her advisory role, Groschup is a managing partner at Onyx Partners, LLC, providing business consulting and concierge services, and is involved with Forest Forward, a nonprofit focusing on community development in South Dallas. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad suite of portfolio management, financial planning, and consulting services and utilizes a variety of program structures combining in-house and third-party investment management supported by technology and centralized due diligence.

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

CFP®, Series 63, Series 65

New Orleans, LA

Newedge Advisors

Scott Varon is a CFP®-certified financial advisor at NewEdge Advisors with 24 years of industry experience. Prior to joining NewEdge Advisors in 2025, he spent 20 years with Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is an agent for a disability insurance business and owner of COFA Enterprises, LLC. 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, employing multiple program structures and centralized due diligence, with recent incorporation of artificial intelligence in some operations.

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

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Cody Bennett is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of financial advising, he is involved in the administration of Clearview Veterinary Hospital in New Orleans. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing various 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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John M

Series 63, Series 66

New Orleans, LA

Newedge Advisors

John Mougey is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 66 credentials and 43 years of industry experience. He previously worked at Wells Fargo Advisors from 2011 to 2024 and joined NewEdge Advisors and LPL Financial in 2024. 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 broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with an emphasis on third-party manager due diligence and the use of technology tools to support client needs.

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

Series 63, Series 66

New Orleans, LA

Newedge Advisors

James Allen is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked with Stonegate Investment Group and UBS Financial 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 advisors. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

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

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Roger Krueger is a financial advisor at NewEdge Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services, Merrill, and Bank of America, N.A. His current role at NewEdge Advisors began in 2025. 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 wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs.

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

CFP®, Series 66

New Orleans, LA

Newedge Advisors

Brent Hillerich is a CFP® and Series 66-registered financial advisor with 25 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2021. Prior to that, he was at Mid Atlantic Financial Management for four years and Ameriprise Financial Services for sixteen years. Outside of his advisory role, he is principal of Crescent Franchise Solutions, consulting business owners on succession planning. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house manager selection with third-party strategies and employs technology tools alongside centralized due diligence to support client needs.

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

Series 63

New Orleans, LA

Newedge Advisors

Christopher Kenny is a financial advisor with NewEdge Advisors in New Orleans, LA, holding a Series 63 designation and 21 years of industry experience. He has been with NewEdge Advisors since 2016 and has prior experience 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 comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, combining in-house manager selection with third-party strategies and technology-driven tools.

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

Series 63, Series 65

New Orleans, LA

Newedge Advisors

Scott Deupree is a financial advisor at NewEdge Advisors with 33 years of industry experience. He previously worked at Merrill and Bank of America before joining NewEdge Advisors and Triad Advisors in 2018. Deupree is also involved with the Committee of One Hundred, Inc., a community organization focused on addressing regional issues in Northwest 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, offering a range of portfolio management and consulting services supported by centralized due diligence and technology tools.

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

Series 66

New Orleans, LA

Newedge Advisors

Jason Habbit is a financial advisor with NewEdge Advisors holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Spire Investment Partners, Oxford Asset Management LLC, and AIG American General Life Insurance Company. Outside of his advisory work, he serves on the boards of the Kiwanis Club of Lafayette and the Charger Athletic Foundation, where he is president. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing technology and a mix of in-house and third-party investment solutions.

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

Series 65

New Orleans, LA

Newedge Advisors

Connor Mire is a Series 65-licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023, following prior roles at Ahrens Investment Partners and teaching positions at several colleges. 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 and technology tools to support client needs.

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