Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Robert P
CFP®, Series 63
Springfield, IL
Benjamin F. Edwards & Company, Inc.
Robert Pietroburgo is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He is a passive investor in a minor league baseball team through Gateway Baseball, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and investment management solutions utilizing both firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.
Terra G
Series 63, Series 66
Florissant, MO
Benjamin F. Edwards & Company, Inc.
Terra Gordon is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services. Outside of her advisory role, she works as an independent contractor for Instacart. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing portfolio oversight.
Emma W
Series 66
Bowling Green, KY
Benjamin F. Edwards & Company, Inc.
Emma Watson is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds the Series 66 designation and has been with the firm since 2025. Prior to joining Benjamin F. Edwards, she worked at Western Kentucky University and Starbucks Coffee Co. Emma’s background also includes experience in education at South Warren High School. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies.
Thomas A
Series 63
Canton, OH
Benjamin F. Edwards & Company, Inc.
Thomas Addessi is a financial advisor at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions with oversight from an Investment Strategy Committee.
Trina W
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Trina Whitten is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Stifel Independent Advisors. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit supporting children in the foster system. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining active and passive management with ongoing due diligence and portfolio monitoring.
John K
Series 66
Ofallon, MO
Benjamin F. Edwards & Company, Inc.
John Kraft is a financial advisor with Benjamin F. Edwards & Company, Inc. in Ofallon, MO, holding a Series 66 license and seven years of industry experience. He previously worked at Wells Fargo Advisors, Ameriwood Industries, and the University of Missouri Columbia. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.
Scott S
Series 63, Series 66
Peoria, IL
Benjamin F. Edwards & Company, Inc.
Scott Shirley is a financial advisor with Benjamin F. Edwards & Company, Inc. in Peoria, IL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Benjamin F. Edwards since 2011. Outside of his advisory role, he served as an assistant softball coach at Illinois Valley Community College during the 2022 season. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of investment management and advisory services that include firm-developed and third-party model strategies with ongoing portfolio oversight.
Maxwell C
Series 66
Peoria, IL
Benjamin F. Edwards & Company, Inc.
Maxwell Cook is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience in both financial services and education. Outside of advising, Cook serves as an adjunct professor at Monmouth College, teaching an Intermediate Macroeconomics course. Benjamin F. Edwards & Company is a registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.
Michele T
Series 66
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Michele Tanner is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.
Timothy B
CFP®, Series 63, Series 65
Kalama, WA
Benjamin F. Edwards & Company, Inc.
Timothy Boostrom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a CFP® designation and over 26 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Financial, and Wells Fargo Advisors. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm provides a range of investment management and financial planning services, offering both model-based and customized strategies with ongoing due diligence and rebalancing.
James J
Series 63, Series 65
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
James Johnson III is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, he spent ten years at Stifel Independent Advisors, LLC. Outside of his advisory role, Johnson serves on several nonprofit boards and committees in the St. Louis area, including positions at the Donald Danforth Plant Science Center and the St. Louis Children's Hospital Foundation. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies across mutual funds, ETFs, equities, and separately managed accounts, supported by ongoing due diligence and portfolio monitoring.
Mara L
Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Mara Lombardi is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018. Her prior roles include positions at Hope International and the Council for Christian Colleges & Universities. Benjamin F. Edwards & Company provides investment advice and related services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporations. The firm offers both model-based and customized investment strategies and combines brokerage, trading, and advisory services through an integrated platform.
Arthur L
Series 63, Series 65
Peoria, IL
Benjamin F. Edwards & Company, Inc.
Arthur Laine is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory and consulting services alongside access to various model strategies and managed account solutions.
Marcia G
Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Marcia Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 22 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gregory serves as a trustee for family investment matters. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing around $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with periodic strategic reviews.
James G
CFP®, Series 63, Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
James Graham is a CFP® professional with 25 years of experience in the financial industry. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Outside of his advisory role, he co-owns Graham Honey Company LLC, a business involved in honey production. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models with oversight from an Investment Strategy Committee.
Katharine L
Series 66
Woodstock, IL
Benjamin F. Edwards & Company, Inc.
Katharine Lois is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones for six years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a mix of model-based and customized investment strategies, combining in-house management with third-party oversight and support.
Aimee S
Series 63, Series 66
Jonesboro, AR
Benjamin F. Edwards & Company, Inc.
Aimee Shouse is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and The Trim Gym. She serves as Co-Executrix for the Estate of Aloma S. Johnston. Benjamin F. Edwards & Company provides investment advice and related services to individual, retirement plan, trust, estate, and corporate clients. The firm offers a range of model-based and customized investment strategies, ongoing portfolio monitoring, and in-house trading capabilities.
Jimmy S
CFP®, Series 63
Shreveport, LA
Benjamin F. Edwards & Company, Inc.
Jimmy Scruggs is a CFP® professional with 40 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2018. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves on the Institutional Review Board at Willis Knighton Hospital and is a board member and partial owner of a family investment group managing mineral rights and stock holdings. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized strategies, combining active and passive investment approaches, and supports clients with ongoing due diligence, monitoring, and rebalancing.
David M
Series 63, Series 65
Greenwood Village, CO
Benjamin F. Edwards & Company, Inc.
David Moreno is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management services that include firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.
Christopher M
Series 63, Series 66
New London, NH
Benjamin F. Edwards & Company, Inc.
Christopher Morse is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has experience at Fidelity Investments and Red River. Morse has worked in financial roles since 2017, including six years at AppCast prior to entering the advisory field. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining active and passive approaches, and supports clients with ongoing monitoring and rebalancing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters