Melody Evans is a CFP® with 16 years of industry experience, currently serving at NewEdge Advisors since 2026. Prior to joining NewEdge, she spent 12 years at TIAA-CREF. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of independent advisers, utilizing a combination of in-house manager selection, third-party model portfolios, and advisor discretion.

Gautier Wallaert is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Tiaa for 13 years. Since 2023, he has been serving as an investment advisor representative at NewEdge Advisors. 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, financial planning, and consulting services, utilizing both in-house and third-party managers, with a focus on centralized due diligence and technology-driven solutions.

David Ryan is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at NewEdge Advisors since 2026 and previously spent 11 years at TIAA-CREF. 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 services including portfolio management, financial planning, retirement and pension consulting, and access to managed programs, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.