Newedge Advisors

Kris Pearson is a financial advisor at NewEdge Advisors with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Investment Centers of America, Inc. and LPL Financial. Pearson is also involved in providing investment advisory services through GWM Advisors, LLC, an independent investment advisory firm. 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 range of investment vehicles and analytic approaches with regular portfolio reviews.

Ardian Hasko is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Management and B. Riley Securities prior to joining NewEdge Advisors in 2025. Outside of his advisory role, Mr. Hasko serves as a board member of Equality Charter School and is the board president of Kew Garden Hills Apartment Owners Inc. 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.

Gregory England is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he teaches cooking classes and serves as president of the board for the OU Chip In Club, a fundraising organization supporting the University of Oklahoma Men's Golf Program. 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 and consulting.

Reid Fiorio is a financial advisor with Newedge Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at LPL Financial, Principal Securities, Principal Life Insurance Company, GWM Advisors (DBA Goss Advisors), and Investment Centers of America. 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.

Jonathan Spoolstra is a financial advisor with Thrivent Investment Management in Valparaiso, IN, holding a Series 66 designation and 13 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, Spoolstra serves as the Treasurer and a board member of Providence Christian Academy, where he helps oversee budgeting and policy development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based financial planning across a range of topics, offering planning engagements separately from portfolio management.

Kristen Kline is a financial advisor at NewEdge Advisors with 11 years of industry experience. She previously worked at Southern Style Financial, Inc. dba Mission Trails Financial, and BWK, Inc. Ms. Kline holds Series 63 and Series 65 licenses. 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 and consulting.

Courtney Troyano is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Troyano operates ClearPath Wealth Partners, an investment-related business conducted through 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 combines asset management with financial planning and consulting.

Anthony Bartolomeo is a CFP® and Series 65-licensed advisor with four years of industry experience. He has worked at NewEdge Advisors since 2023 and previously at Savior Wealth. Outside of his advisory role, he is associated with Bartolomeo Capital Group. 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 and consulting.

Damon Marty is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2022. His prior roles include 14 years at D.A. Davidson & Co. and a brief tenure at Fisher Investments. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and corporations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a range of analytic approaches and emphasizes oversight and disclosure in managing trading incentives and conflicts of interest.

Tony Smith is a financial advisor at NewEdge Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stonegate Investment Group and UBS Financial Services. Outside of advising, he is a managing member of Sandwood Farms LLC, a timber farming and wildlife management business. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Sean Hesch 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 Mid Atlantic Financial Management and Cambridge Investment Research. 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, employing a range of analytic approaches and regular portfolio reviews.

Wendy Wong is a financial advisor at NewEdge Advisors with a Series 65 credential. She has previously worked at Save My Cents, CVS Health, Rue Gilt Groupe, AT Kearney, and Dartmouth College. 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 and consulting.

Christopher Reuschle is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining NewEdge in 2025, he spent 15 years at Cambridge Investment Research Advisors. Outside of his advisory role, he is a radio show host and contributor on several Florida-based media platforms. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Ronald Lege is a financial advisor with NewEdge Advisors in Lafayette, LA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ahrens Investment Partners, LLC since 2015. Outside of advising, he is involved in tax preparation and operates a legal entity for tax and accounting purposes under the name Ronald P. Lege CPA. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, combining fundamental and technical analysis with periodic portfolio reviews.

Kathaleen Muilwyk is a financial advisor with NewEdge Advisors, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Raymond James & Associates for nine years before joining NewEdge Securities, Inc. in 2022. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a range of analytic approaches and maintains oversight to manage trading incentives within its investment process.