Marie Elliott is a financial advisor at NewEdge Advisors with a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial and PacTec Inc. She is also involved in Oak Capital Private Wealth, a business related to investment activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a wide range of services including portfolio management, financial planning, and access to sponsored advisory programs, utilizing centralized due diligence, technology tools, and multiple program structures.

Carl Coolidge is a financial advisor with NewEdge Advisors in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining NewEdge Advisors and LPL Financial in 2023, he spent two decades with Mass Mutual Investors Services and MassMutual Life Insurance Company. 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, retirement consulting, and advisory program services, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party manager strategies.

John Pilgreen Jr. is a financial advisor with NewEdge Advisors who holds Series 63, 65, and 66 credentials and has 34 years of industry experience. He has been with NewEdge Advisors since 2015 and has a concurrent history with LPL Financial dating back to 2004. 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 and consulting services and operates multiple program structures combining in-house and third-party investment solutions.

Gavin Detillier is a financial advisor at NewEdge Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Capital Analysts and Lincoln Investment. Before entering the financial industry, he spent ten years in full-time education. 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 offers a wide range of services, including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, with a focus on centralized due diligence and technology integration.

Terry Sullivan is a CFP® and ChFC® with 38 years of industry experience. He is currently with NewEdge Advisors and has previously worked at firms including LPL Financial, Mid Atlantic Capital Corporation, and Raymond James Financial. Sullivan maintains a long-standing involvement in selling non-variable life insurance and related products. 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 portfolio management and financial planning services, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Brian Losey Jr. is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation for 19 years. Outside of his advisory role, he owns Carriage Financial Group, a firm providing portfolio management, retirement planning, and investment education services. 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 wide range of portfolio management and consulting services, utilizing technology and centralized due diligence to support both in-house and third-party investment solutions.

Caylin Parker is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining NewEdge Advisors, Parker worked at LPL Financial, MassMutual Life Insurance, Mass Mutual Investors Services, and NYLife Securities. Outside of finance, Parker owns and operates an inflatable rental 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 investment adviser representatives. The firm offers a broad range of portfolio management and consulting services and utilizes a variety of program structures combining centralized due diligence, technology tools, and access to third-party managers.

Cory Fosdyck is a CFP® with 23 years of industry experience, currently serving at NewEdge Advisors since 2025. He previously worked at Bank of America and Merrill Lynch, with a combined tenure of nearly two decades. Outside of his advisory role, Fosdyck is involved as an adjunct professor at Northwest Florida State College and serves on the advisory board for the Destin Charity Wine Auction Foundation. He also coaches middle school basketball and participates in community basketball initiatives in Destin, Florida. 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 representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Maggie Hurdle is a financial advisor with NewEdge Advisors holding a Series 66 designation and one year of industry experience. She has worked at NewEdge Advisors and LPL Financial since 2023. 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 plan consulting, and access to advisory programs, utilizing centralized due diligence, technology tools, and a mix of in-house and third-party investment strategies.

Jody Detillier is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining NewEdge in 2026, he worked at Lincoln Investment and Great American Advisors, Inc. Detillier is involved in insurance sales and is a member of Detillier Financial Advisors, LLC; he also co-owns a timber farm managed as an LLC with his family. Additionally, he assists with a mobile bar business operated by his wife. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, and utilizes both in-house and third-party strategies supported by technology and centralized due diligence.

Clarence Elliott IV is a CFP® with 10 years of industry experience, currently affiliated with NewEdge Advisors. He previously worked at Edward Jones for six years before joining LPL Financial, where he worked for four years. Elliott provides investment advisory services through NewEdge Advisors and operates within the New Orleans, LA area. 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 investment management and consulting services, employing multiple program structures and utilizing technology tools to support client and advisor needs.

Paul Allen is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has worked at NewEdge Advisors since 2025 and previously spent 11 years with Raymond James Financial Services. Outside of his advisory role, he is a partner in Legal Eagle LLC, which owns an airplane. 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 consulting, and access to third-party managers, supported by centralized due diligence and technology tools.

Bratie Leary is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. Prior to joining NewEdge Advisors, Leary held roles at LPL Financial LLC, Northshore Wealth Advisors, and had academic affiliations with Louisiana State University, Loyola University New Orleans, Auburn University, and Georgia Southern University. NewEdge Advisors is an enterprise-scale 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 wide range of services through a network of independent advisers and utilizes a combination of in-house and third-party strategies, supported by centralized due diligence and technology tools.

Ashley Wetzel is an investment advisor representative with NewEdge Advisors and holds Series 63 and Series 65 designations. She has 15 years of industry experience, including ten years at Folger Nolan Fleming Douglas Inc. and two years with NewEdge Advisors. Wetzel conducts advisory services through NewEdge Advisors under the DBA Continuity Wealth Group. 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 through a network of independent advisers, utilizing multiple program structures and technology tools to support both advisors and clients.

Kevin Simoneaux is a financial advisor with NewEdge Advisors in New Orleans, LA, holding 17 years of industry experience. He previously worked at Ahrens Investment Partners, LLC from 2015 to 2023 and at LPL Financial from 2009 to 2015. Outside of advising, he is involved in an insurance agency that sells fixed life, health, disability, long-term care, 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 investment adviser representatives. 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.