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Financial Advisory  + RIAs & Financial Advisors  |  July 28, 2025
NewEdge Advisors Adds $650M Cleartrek Wealth Partners 
Joe Palmisano
By: Joe Palmisano

NewEdge Advisors Adds $650M Cleartrek Wealth Partners 

NewEdge Advisors, LLC, a New Orleans-based registered investment advisor (RIA), announced the addition of Cleartrek Wealth Partners, a newly independent firm based in Lincoln, NE, to its growing national network. Formerly with Stifel, Cleartrek managed approximately $650 million in client assets prior to the transition. 

Founded by Loy Olson, Matt Olson, Mike Todd, and Mitch Bergen, the seven-member Cleartrek team selected Goldman Sachs Custody Solutions (GSCS) as its primary custodian. 

“Their addition to the NewEdge network expands our footprint into Nebraska, our 39th state, and it’s an honor to have such a respected, forward-thinking group representing us,” said Alex Goss, CEO of NewEdge Advisors. 

NewEdge Advisors—founded by Goss and Neil Turner—offers a flexible affiliation model and comprehensive support services designed to empower entrepreneurial advisors. With multiple options including 1099 and W-2 affiliations, the firm aims to provide maximum autonomy and infrastructure to growth-minded teams. 

Formerly known as Goss Advisors, the firm joined EdgeCo Holdings in 2020 to spearhead its 1099 wealth division. The broader NewEdge Capital Group platform was launched in 2021 to reflect the firm’s evolution and growing capabilities across the wealth management ecosystem. 

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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