Columbia, MD Office

Timothy Finkelston is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at LPL Financial and is president of Columbia Benefits Consultants, Inc., a third-party administrator and recordkeeping firm. Finkelston is also vice president of the nonprofit Champions Against Cancer and maintains active law licenses in Pennsylvania and Maryland, though he does not practice law. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures with centralized due diligence and technology tools to support client and advisor needs.

John Koutras is an investment advisor representative with NewEdge Advisors, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial, Towson, and Sunoco. He provides advisory services through the Columbia Advisory Group, a DBA for NewEdge Advisors, and also offers insurance products including life, health, and accident coverage. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and employing centralized due diligence alongside technology tools to support advisors and clients.