Broker Check

Our Team

Charlie  Brown IV

Charlie Brown IV

Founder and Principal

Paul Yeager

Paul Yeager

Chief Operating Officer

Michael Neill, CFA®

Michael Neill, CFA®

Director of Investments and Trading

Connor  Gallivan

Connor Gallivan

Financial Advisor

Indrani  Namilikonda

Indrani Namilikonda

Paraplanner/Client Services Coordinator

Ryan  Geschke

Ryan Geschke

Managing Director, Trading & Investments at NewEdge Advisors

Brody  Rosenfeld, CFP®

Brody Rosenfeld, CPA, CFP®

Third Party Financial Planning Consultant with Foundation Financial Planning

Melissa Leonard, CFP®

Melissa Leonard, CFP®

Third Party Financial Planning Consultant with Foundation Financial Planning

Jason  Floyd, CFP, MSFP, CFT-I™

Jason Floyd, CFP, MSFP, CFT-I™

Third Party Financial Planning Consultant with Foundation Financial Planning

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