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Jonathan S
CFP®, Series 66
Valparaiso, IN
Newedge Advisors
Jonathan Spoolstra is a CFP® with 13 years of industry experience, currently serving at NewEdge Advisors since 2026. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 14 years. Outside of his advisory role, he serves as Treasurer on the board of Providence Christian Academy, a classical Christian school. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client needs.
Matthew M
CFP®, Series 66
Valparaiso, IN
Newedge Advisors
Matthew McGuirl is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors and previously spent 12 years at Thrivent Investment Management Inc. and THRIVENT Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and advanced technology tools to support client and advisor needs.
Jason C
Series 66
Valparaiso, IN
Newedge Advisors
Jason Carter is a financial advisor with NewEdge Advisors and holds a Series 66 license. He has 19 years of industry experience, including long tenure with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory work, he manages a small residential rental property. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services through a network of independent advisers, employing both in-house and third-party strategies supported by advanced technology and centralized due diligence.
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