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Albert B
Series 63, Series 65
Lanai City, HI
Benjamin F. Edwards & Company, Inc.
Albert Bender III is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, he worked for Stifel Independent Advisors, LLC for 10 years. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and corporate clients. The firm offers a range of investment strategies and financial planning services, combining model-based and customized approaches with ongoing due diligence and portfolio monitoring.
Jason H
Series 63, Series 65
Herkimer, NY
Benjamin F. Edwards & Company, Inc.
Jason Hall is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Benjamin F. Edwards since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is president and sole operator of Northern Lights LLC, a seasonal aquatic weed harvesting business. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, including mutual funds, ETFs, separately managed accounts, and unified managed accounts, supported by in-house trading and comprehensive ongoing management.
Zackary V
CFP®, Series 66
Germantown, TN
Benjamin F. Edwards & Company, Inc.
Zackary Vaughn is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors 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. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing portfolio oversight.
David P
Series 66
St. Charles, IL
Benjamin F. Edwards & Company, Inc.
David Polhill is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. He is also a licensed insurance agent operating under his sole proprietorship. Benjamin F. Edwards & Company provides investment advice and related services to individual, retirement plan, trust, estate, and corporate clients, offering a range of model-based and customized investment strategies alongside brokerage, insurance, and M&A advisory services.
Stafford G
Series 63
Dothan, AL
Benjamin F. Edwards & Company, Inc.
Stafford Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 44 years of industry experience. Prior to joining Benjamin F. Edwards in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. 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 organizations, offering a range of advisory programs and investment strategies with oversight from an Investment Strategy Committee.
Allen C
Series 63, Series 65
Mandeville, LA
Benjamin F. Edwards & Company, Inc.
Allen Catalanotto is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He 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, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.
Carla M
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Carla Munton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 23 years of industry experience. She has been with Benjamin F. Edwards & Co since 2011. 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 organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.
Shelley H
Series 63, Series 66
Clemson, SC
Benjamin F. Edwards & Company, Inc.
Shelley Holbrooks is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She has been with Benjamin F. Edwards since 2014 and holds Series 63 and Series 66 credentials. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm employs a range of model strategies, including active and passive equity models, and offers various advisory and consulting services, with ongoing portfolio oversight by an Investment Strategy Committee.
Cody B
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Cody Basala is a financial advisor at Benjamin F. Edwards & Company, Inc. with three years of industry experience. Prior to joining Benjamin F. Edwards in 2022, he worked for ten years at The Fitness Edge. He is also an adjunct instructor in lifelong wellness at Delta College, where he teaches wellness classes. 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 strategies overseen by an Investment Strategy Committee.
Peter M
Series 63, Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Peter Mccarthy is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, he serves as an alternate member of the City of Town and Country’s Board of Adjustment and as a trustee for the Fordyce Manor Drive Subdivision homeowners association. 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 organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with oversight from an Investment Strategy Committee.
Mary S
CFP®, Series 63, Series 65
Naperville, IL
Benjamin F. Edwards & Company, Inc.
Mary Schulte is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. She is based in Naperville, IL, and holds Series 63 and Series 65 licenses. 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 both firm-developed and third-party model strategies.
Steven P
Series 63, Series 66
Portland, OR
Benjamin F. Edwards & Company, Inc.
Steven Potter is a financial advisor with Benjamin F. Edwards & Company, Inc. in Portland, OR, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2016. Potter serves as a custodian for an investment-related client in Clackamas, OR. 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 strategies including firm-developed and third-party models with oversight from an Investment Strategy Committee.
Robert G
Series 66
Jonesboro, AR
Benjamin F. Edwards & Company, Inc.
Robert Greer is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and joined the firm in 2025 after ten years at Medtronic Inc. Outside of his advisory role, he co-owns a flower farm in Jonesboro, Arkansas, with his spouse. 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 charitable organizations, offering a range of advisory programs and investment strategies including model portfolios and separately managed accounts.
Anthony F
Series 63, Series 65
Danbury, CT
Benjamin F. Edwards & Company, Inc.
Anthony Falcone is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2010. 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 charitable and educational organizations, offering a range of advisory programs and investment strategies with oversight from an Investment Strategy Committee.
Joseph H
Series 63, Series 65
Hattiesburg, MS
Benjamin F. Edwards & Company, Inc.
Joseph Hurston Sr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Hurston has been with Benjamin F. Edwards since 2017. 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, 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.
Jennifer P
Series 66
Alpharetta, GA
Benjamin F. Edwards & Company, Inc.
Jennifer Pierce is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding a Series 66 designation and 23 years of industry experience. She has been with Benjamin F. Edwards & Co. since 2010. Pierce serves as co-trustee for an uncle’s trust as an outside activity. Benjamin F. Edwards & Co. 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 financial advisor guidance with ongoing due diligence and portfolio management.
Zachary W
Series 66
Plymouth, MN
Benjamin F. Edwards & Company, Inc.
Zachary Wahl is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He previously worked at Wells Fargo Clearing for five years and attended the University of Minnesota Duluth. Wahl holds a Series 66 designation. Benjamin F. Edwards & Company serves a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies combining model-based and customized approaches, with ongoing due diligence and portfolio monitoring.
Kiley B
Series 66
Miami, FL
Benjamin F. Edwards & Company, Inc.
Kiley Brunner is a financial advisor with Benjamin F. Edwards & Company, Inc. in Miami, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Benjamin F. Edwards, Brunner worked in education for seven years. Outside of advising, Brunner is a Senior Registered Financial Client Associate at Brunner Wealth Management in Oakley, IL. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies and operates with an in-house trading desk and broker-dealer capabilities.
Gary L
CFP®, Series 63, Series 66
Leawood, KS
Benjamin F. Edwards & Company, Inc.
Gary Liberty is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He holds Series 63 and Series 66 licenses and is based in Leawood, KS. 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 charitable organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with ongoing oversight and client-tailored management.
Mark F
Series 63
Greenwood Village, CO
Benjamin F. Edwards & Company, Inc.
Mark Fellows is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds a Series 63 credential and has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as a trustee and co-trustee for several family trusts and estates. Benjamin F. Edwards & Company, Inc. 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 organizations, offering a range of advisory programs, financial planning, and investment management consulting.
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