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Kobe S

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Kobe Scrape is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various roles across multiple industries, including equipment, surveying, and education. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with 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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Christopher T

Series 66

Creve Coeur, MO

Benjamin F. Edwards & Company, Inc.

Christopher Trovitch is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Benjamin F. Edwards since 2018, following an 11-year tenure at Edward Jones. 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 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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Steven P

Series 63

Birmingham, AL

Benjamin F. Edwards & Company, Inc.

Steven Phillips is a financial advisor at Benjamin F. Edwards & Company, Inc. in Birmingham, AL, with 34 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2013. Outside of his advisory role, Phillips has ownership interests in several real estate investment entities. 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 ongoing portfolio 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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Charles R

Series 63, Series 66

Harrison, AR

Benjamin F. Edwards & Company, Inc.

Charles Raney is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, he serves as custodian for his grandchild. 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 that include firm-developed and third-party models, with 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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Richard H

Series 63, Series 66

Brewer, ME

Benjamin F. Edwards & Company, Inc.

Richard Heleen is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is involved in an organic-based grass fertilization business, Just Grass, Inc., where he participates in planning and marketing. 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 advisory and investment management services that include firm-developed and third-party model strategies with periodic strategic reviews overseen 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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John M

Series 63, Series 65

Edwardsville, IL

Benjamin F. Edwards & Company, Inc.

John Morrissey is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He has previously worked at Hightower Advisors and Wells Fargo in various advisory roles. Outside of his advisory work, Morrissey serves as treasurer for the Lafayette Square Condo 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 management solutions that include firm-developed and third-party model strategies 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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Tristan D

Series 66

Wildwood, MO

Benjamin F. Edwards & Company, Inc.

Tristan Detzel is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Benjamin F. Edwards, he worked at The Boeing Company and the University of Missouri. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized strategies, including mutual fund, active/passive and ETF portfolios, and separately managed accounts, supported by 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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Cansada C

Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Cansada Coleman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. She has worked at Benjamin F. Edwards since 2017 and previously at Waddell & Reed Inc from 2013 to 2017. 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, financial planning, and investment management services using a mix of 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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David K

CFP®, Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

David Kohlmeyer is a CFP® professional with 34 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously spent nine years at Stifel Nicolaus & Co Inc. Outside of his advisory role, he serves as Treasurer of the Wheaton Academy Foundation. 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 advisory programs and investment strategies that combine 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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Michele S

Series 63, Series 65

Canton, OH

Benjamin F. Edwards & Company, Inc.

Michele Stuban Peters is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of investment strategies and advisory services, combining firm-developed and third-party models with ongoing portfolio 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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Bradley K

CFP®, Series 66

Pensacola, FL

Benjamin F. Edwards & Company, Inc.

Bradley Keel is a CFP® with six years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2019. Prior to this, he worked at California Pacific Medical Center (Sutter Health) for nine years and has been an independent health coach since 2018. He operates a health coaching consultancy, Keeling It for Life, based in Gulf Breeze, Florida. 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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Aaron W

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Aaron Wrigley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He previously worked at Wells Fargo Clearing and First Clearing. Aaron holds the Series 66 designation and is based in St. Louis, Missouri. Benjamin F. Edwards & Co. provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies combined 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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Brian E

Series 63, Series 65

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Brian Erwin is a financial advisor at Benjamin F. Edwards & Company, Inc. in Jonesboro, Arkansas, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Benjamin F. Edwards & Co since 2016. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, along with financial planning and consulting 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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Thomas L

Series 63

Birmingham, AL

Benjamin F. Edwards & Company, Inc.

Thomas Luttrell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds a Series 63 designation. Outside of his advisory role, he serves on the grounds committee as a board member for Stonegate Farms in Shelby County, Alabama. 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 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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Marcy P

Series 63, Series 66

Edwardsville, IL

Benjamin F. Edwards & Company, Inc.

Marcy Pinnell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She 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 strategies overseen 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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Robert D

Series 65, Series 63

Hot Springs Village, AR

Benjamin F. Edwards & Company, Inc.

Robert Davis is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 63 licenses and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2023, he worked at Wells Fargo Clearing for seven years and Wells Fargo Advisors, LLC for two years. 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 variety of investment strategies ranging from model-based to customized portfolios, combining active and passive management with ongoing due diligence and periodic rebalancing.

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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Kristen K

Series 66

Painted Post, NY

Benjamin F. Edwards & Company, Inc.

Kristen Ketchum is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds the Series 66 designation and has been with Benjamin F. Edwards & Co 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 nonprofit organizations, offering a range of advisory programs and investment management solutions that include both 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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Jo Ann L

Series 63, Series 66

Melbourne, FL

Benjamin F. Edwards & Company, Inc.

Jo Ann La Pan is a financial advisor with Benjamin F. Edwards & Company, Inc. in Melbourne, Florida, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Benjamin F. Edwards since 2013. Outside of her advisory role, she serves as executor for her father’s estate, a position she has held since 2009. 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 advisory programs, financial planning, 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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Jon L

Series 63, Series 66

Rome, GA

Benjamin F. Edwards & Company, Inc.

Jon Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, Georgia, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a partial owner of Big Spoon Holdings, Inc., a real estate investment company, and serves as a co-trustee for a local shelter 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 nonprofit organizations, offering a range of advisory programs and investment strategies that include both 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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Edward P

Series 66

Mount Pleasant, SC

Benjamin F. Edwards & Company, Inc.

Edward Pinnell III is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., bringing one year of industry experience. Prior to joining Benjamin F. Edwards in 2024, he worked at MRHFM, LLC for four years and served in the United States Marine Corps from 2014 to 2020. He remains active as a Marine Corps reservist, assisting recruiters at high schools and universities in the Charleston, SC area. 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 supported by an Investment Strategy Committee and in-house trading capabilities.

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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