Zach Clemons

Zach Clemons

As a dedicated Advisor Advocate, Zach partners with affiliated advisor firms in the West/Central territory to provide strategic business and practice management support. In his role, Zach is a trusted resource responsible for advisor satisfaction, engagement, and...
Paul Polese

Paul Polese

As a dedicated Advisor Advocate, Paul partners with affiliated advisor firms in the Northeast/Gulf South territory to provide strategic business and practice management support. In his role, Paul is a trusted resource responsible for advisor satisfaction, engagement,...
Megan Swain

Megan Swain

As an Advisor Technology Training Specialist, Megan aids advisors in onboarding and ongoing training on various platforms, builds reports, and audits data to ensure accuracy. Prior to joining NewEdge Advisors, she served as a Reporting Specialist at Orion Advisor...
Justin Schoepf

Justin Schoepf

As Manager of Advisor Solutions, Justin is directly responsible for managing the Advisor Technology team with the goal of helping all affiliated advisor teams successfully utilize and optimize advisor technology solutions in their practices. Additionally, Justin...
John Wight

John Wight

John’s role includes providing national support to the business development team and serving as an Advisor Advocate. As a dedicated Advisor Advocate, John partners with affiliated advisor firms in the Mid-Atlantic/Southeast territory to provide strategic business and...