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Financial Advisory  + RIAs & Financial Advisors  |  July 28, 2025
NewEdge Advisors Adds $650M Cleartrek Wealth Partners 
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 for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.