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David B

Series 63, Series 65

Scottsdale, AZ

Newedge Advisors

David Brasfield is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including prior roles at Intelligence Driven Advisers, LDIntelligence LLC, and Hightower 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 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.

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

Series 63, Series 65

Scottsdale, AZ

Newedge Advisors

Darren Evans is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Intelligence Driven Advisers, LDIntelligence, and Hightower 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 advisors. The firm offers a range of portfolio management, financial planning, retirement consulting, and access to third-party managers, 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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Frank G

Series 65, Series 63

Scottsdale, AZ

Newedge Advisors

Frank Gesuale is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including Intelligence Driven Advisers, LLC and Hightower 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 investment adviser representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using both in-house manager selection and third-party model strategies.

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

Series 63, Series 65

Scottsdale, AZ

Newedge Advisors

James Pupillo Jr. is a financial advisor at NewEdge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LLC, LDIntelligence LLC, and Hightower Advisors. He serves as a board member for the nonprofit Help in Healing Home in Phoenix, Arizona. 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 representatives. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining manager selection with third-party models and advisor discretion.

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