Joel Harris is an investment advisor representative at NewEdge Advisors with 38 years of industry experience. He previously founded and led Harris Consulting and spent 18 years at Securities Services Network. In addition to his advisory role, he serves as President and CEO of Fort Harris Consulting. 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 advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Robert Harris is a Series 65 licensed financial advisor with five years of industry experience. He is currently with NewEdge Advisors and previously operated Fort Harris Consulting, Inc., doing business as Harris Consulting. He serves as Vice President of Fort Harris Consulting while providing advisory services through NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various portfolio management and consulting services, combining in-house manager selection with third-party models and advisory discretion, supported by centralized due diligence and technology tools.

Bonnie Sukenik is a Series 65-licensed financial advisor with NewEdge Advisors. She has one year of experience with NewEdge Advisors and nine years at Fort Harris Consulting. 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 investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.