Destin, FL Office

Collin Mccall is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and previously worked for Bank of America and Merrill for 13 years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Nina Mc Daniel is a Series 66-licensed financial advisor at NewEdge Advisors with seven years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2025, she worked at Bank of America and Merrill from 2018 to 2025 and held positions at Regions Bank and other organizations. She serves as a committee member on the Funds Development Committee for the Junior League of the Emerald Coast, organizing fundraising activities. NewEdge Advisors provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a wrap fee program with asset allocation across mutual funds, ETFs, and individual securities, employing multiple analytic approaches with regular portfolio reviews.

Jack Mitchell is a financial advisor at NewEdge Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Merrill, Raymond James and Associates, and several other firms prior to joining NewEdge Advisors in 2025. 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.

Shane Dohrer is a financial advisor with NewEdge Advisors, holding a Series 66 designation and based in Destin, FL. He joined NewEdge Advisors in 2026 and has prior experience working in education at Northwest Florida State College and Okaloosa County School District. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment strategies.

Lindsey Peters is a financial advisor at NewEdge Advisors with 17 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch for 19 years before joining NewEdge Advisors in 2025. NewEdge Advisors serves a diverse client base including individuals, trusts and estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jerry Brown is a financial advisor at NewEdge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for 11 years. Outside of his advisory role, he is a non-participating member of Blue Sky Yoga LLC, a limited liability company involved in volunteer substitute teaching for yoga classes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and consulting services through multiple program structures that combine in-house and third-party manager solutions, supported by technology and centralized due diligence.