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Kevin L

Series 66

Conway, AR

Benjamin F. Edwards & Company, Inc.

Kevin Leach is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in property management and commercial real estate through his ownership interests in Leach Properties LLC and Leach Crum and Deal Investments 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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Percy K

CFP®, Series 63, Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Percy Kaigler is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. He is based in Gulfport, MS, and holds Series 63 and Series 66 licenses. 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 and consulting services alongside access to various model strategies and managed account solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Ann M

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Ann Mclaughlin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. She has been with Benjamin F. Edwards since 2009 and holds a Series 66 designation. Outside of her advisory role, she serves as Treasurer for the Brandenberg Estates 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 nonprofit organizations, offering a range of investment management and financial planning services through both discretionary and non-discretionary strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Michael D

CFP®, Series 63

Red Bank, NJ

Benjamin F. Edwards & Company, Inc.

Michael Doherty is a Certified Financial Planner (CFP®) with 42 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2011. 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 and educational organizations, offering a variety of advisory programs and investment management solutions that combine firm-developed and third-party strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Shiela D

Series 63, Series 65

Lake Charles, LA

Benjamin F. Edwards & Company, Inc.

Shiela Doucet is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previous experience at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. She is based in Lake Charles, Louisiana. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, including high-net-worth investors, retirement plans, trusts, estates, and corporations. The firm offers a range of investment strategies, combining model-based and customized portfolios, and supports clients with financial planning, retirement consulting, and investment management services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Brian K

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Brian Kage is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Northwestern Mutual and Homebridge Financial. 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 investment strategies, including model-based and customized portfolios, and combines investment management with brokerage and trading services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Todd B

Series 63, Series 66

Decatur, IL

Benjamin F. Edwards & Company, Inc.

Todd Brunner is a financial advisor with Benjamin F. Edwards & Company, Inc. and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including over a decade with Benjamin F. Edwards. Outside of his advisory role, he has a business interest in farmland adjacent to his homestead property. 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 periodic strategic reviews.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Robert S

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Robert Simmons is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Simmons has minority ownership interests in family-funded investment entities related to oil and gas and mineral rights. 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 firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Victoria D

Series 63, Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Victoria Davis is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 credentials and has 11 years of industry experience. Her prior work includes roles at LexAurum Advisors, U.S. Bancorp Investments, RBC Capital Markets, and TD Ameritrade. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines discretionary and non-discretionary services with ongoing due diligence and portfolio monitoring.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Richard L

Series 66

Hiawatha, IA

Benjamin F. Edwards & Company, Inc.

Richard Lawrence is a Series 66-registered financial advisor with Benjamin F. Edwards & Company, Inc., bringing 13 years of industry experience. He has worked at Benjamin F. Edwards since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 range of strategies, combining model-based and customized portfolios, and conducts ongoing due diligence and monitoring through both in-house and third-party managers.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Todd L

CFP®, Series 63

Red Bank, NJ

Benjamin F. Edwards & Company, Inc.

Todd Leonhardt is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He is a member of the Manasquan Board of Education, a non-investment role he has held since 2020. 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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Timothy C

CFP®, Series 66

White Plains, NY

Benjamin F. Edwards & Company, Inc.

Timothy Cunningham is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2020. He previously worked at J.P. Morgan Securities for eight years. Outside of finance, he has been involved in stagehand work for the New York City Ballet since 2002. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with over 400 advisors managing approximately $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory and investment management services that include firm-developed and third-party model strategies with ongoing oversight.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jeffrey W

Series 63, Series 65

Timonium, MD

Benjamin F. Edwards & Company, Inc.

Jeffrey Weiner is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2013. He serves as co-trustee for trusts for close family friends and as trustee for his grandchildren’s trust. 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 services and investment strategies that include firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Charles P

Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Charles Porter III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds the 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 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 both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Scott C

CFP®, Series 63

Creve Coeur, MO

Benjamin F. Edwards & Company, Inc.

Scott Critchfield is a CFP® professional with 29 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2022. His prior roles include positions at LPL Financial and Waddell & Reed, as well as work with various insurance carriers. Outside of his advisory duties, he assists with proofing and editing therapy notes for a pediatric physical therapy business co-owned by his spouse. 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 nonprofits, offering a range of advisory and consulting services alongside a mix of proprietary and third-party investment strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Ryan D

Series 65, Series 63

Middletown, RI

Benjamin F. Edwards & Company, Inc.

Ryan Donahue is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 63 licenses and has recently begun his career in the industry. Prior to joining Benjamin F. Edwards, he worked at UNFI and Centrex Inc. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining discretionary and non-discretionary programs with ongoing due diligence and monitoring.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Melissa B

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Melissa Browning is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in Jonesboro, Arkansas. 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 combine firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Richard R

CFP®, Series 66

Edwardsville, IL

Benjamin F. Edwards & Company, Inc.

Richard Rehg is a CFP® professional with 16 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2023 and previously spent 14 years at Edward Jones. 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 that include both firm-developed and third-party models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Mark J

Series 63, Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Mark Jackson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he has a 50% ownership interest in a toy and doll store managed by his wife. 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 range of advisory programs and investment strategies, combining firm-developed and third-party models with periodic strategic reviews and oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Matthew C

CFP®, Series 66

Madison, WI

Benjamin F. Edwards & Company, Inc.

Matthew Clooten is a CFP® professional with 18 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2010. He holds a Series 66 designation and is based in Cross Plains, WI. 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 with periodic strategic reviews.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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