William Mc Kinnon is a Wealth Management Associate at NewEdge Advisors with a Series 65 credential and one year of industry experience. Before joining NewEdge Advisors, he attended Georgia College & State University and worked in small business roles, including at Sunset Slush of SSI. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Joshua Harper is a CFP® and ChFC® with 18 years of experience in the financial services industry. He currently serves as a partner and wealth advisor at NewEdge Advisors, having previously worked at MassMutual Investors Services and MassMutual Life Insurance Co for 17 years. Outside of his advisory role, Harper is involved in several business ventures including a sailing charter company and a personal investment LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates financial planning with asset allocation across mutual funds, ETFs, and individual securities.

Logan Smith is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, Mass Mutual Life Insurance, and OneAmerica Securities. Smith also operates advisory services under the name Streamline Wealth. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support client needs.

Joel Bickmore is a CFP® with 20 years of industry experience and is currently with NewEdge Advisors. His previous roles include positions at LPL Financial LLC and SunTrust Investment Services, INC. He serves on the board of a faith-based nonprofit, Gathering Place, providing general oversight and contributing to budget and fundraising efforts. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services, combining in-house manager selection with third-party strategies and employing technology tools and centralized due diligence in its investment approach.

Dane Cooper is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory work, he is the owner and president of The Pierce Company LLC and a partner at Streamline Wealth, where he is involved in financial planning and investment sales. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a variety of investment strategies and regular portfolio reviews.

Crystal Groover is a CFP® and ChFC® with 11 years of industry experience, currently serving as a wealth advisor at NewEdge Advisors. Prior to joining NewEdge in 2024, she spent ten years with MassMutual Investors Services and MassMutual Life Insurance Co. She is involved in a partnership known as Streamline Wealth, operating alongside several NewEdge advisors. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.