Therese Pollack

Therese Pollack

As a Transition Representative, Therese works with financial advisors and their teams to onboard with LPL. She also works closely with the Business Development and Compliance departments to ensure smooth team transitions. Prior to joining NewEdge Advisors, Therese...
Melissa Schuessler

Melissa Schuessler

As a Manager of Transitions, Melissa assists NewEdge Advisors’ teams with all aspects of their transition process. She has over 12 years of experience in the transitions industry and prior to joining NewEdge, she was an Operations/Financial Advisor for an Independent...
Karen Boggs

Karen Boggs

As Manager of Transitions, Karen assists advisors with all aspects of their transition to NewEdge Advisors. She has over seven years of experience in onboarding and 15 years in financial services. Prior to joining NewEdge, Karen was an Onboarding Consultant with LPL...
Heather Kaiser

Heather Kaiser

As a Transition Representative with over 14 years of experience, Heather plays an integral role supporting internal teams and advisors with a successful transition to NewEdge Advisors. Heather holds her life and health insurance license along with Variable Contracts,...
Chad Nichter

Chad Nichter

Chad is a Manager of Transitions at NewEdge Advisors. He has 12 years of experience in the financial services industry, including prior roles as a Client Associate, Operations and Compliance Specialist, and Transition Specialist. In these roles, Chad had the...