Alec Bethurum is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Sterneck Capital Management for eleven years before joining NewEdge Advisors in 2024. 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 range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support clients and advisers.

William Marshall is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Equity Services, Inc. and National Life Group. Outside of advisory services, Mr. Marshall is a licensed insurance agent. 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 a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Mark Basola is a CFA® charterholder affiliated with NewEdge Advisors, where he has worked since 2024, bringing two years of industry experience. Prior to joining NewEdge, he spent six years at Enterprise Bank and two years at Commerce Bank. 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 services including portfolio management, financial planning, and retirement consulting, utilizing a variety of program structures and technology tools to support clients and advisors.

Ryan Forster is a CFP® professional with 19 years of industry experience. He is currently with NewEdge Advisors and has held roles at several firms, including Cetera Advisors and Comprehensive Retirement Solutions. Outside of advisory work, he is a partner in a social club called E Social, where he oversees financials and operations. 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 range of portfolio management and consulting services with an emphasis on centralized due diligence, technology integration, and multiple program structures to meet diverse client needs.