Ellis Shiver is a financial advisor at NewEdge Advisors with 38 years of industry experience. He holds a Series 63 designation and has worked at GWM Advisors, LLC (DBA Southern Point Investment Partners) since 2018 and at LPL Financial, LLC since 2016. Outside of his advisory roles, he is involved with The Shiver Group, LLC, a business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, 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 and pension consulting, and access to sponsored advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

William Langdale IV is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. His career includes roles at LPL Financial LLC, Southern Point Investment Partners, and Langdale Vallotton, LLP. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology-driven solutions.

Jo Pate is a financial advisor with NewEdge Advisors and holds a Series 63 designation, bringing 19 years of industry experience. Prior to joining NewEdge Advisors in 2019, Jo worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2019. Outside of advisory work, Jo is involved in several business ventures including ownership interests in multiple Smoothie King franchise entities and content creation as an author. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a variety of portfolio management and consulting services and employs a range of program structures combining in-house and third-party solutions supported by centralized due diligence and technology tools.

Todd Shiver is a financial advisor with NewEdge Advisors, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at NewEdge Advisors since 2018 and is also affiliated with LPL Financial since 2016. Outside of his advisory role, he serves as Secretary for Big Sky Transport, Inc., a transportation company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, supporting advisors with multiple program structures and centralized due diligence, including the use of technology and artificial intelligence in certain operations.