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Andrew F
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Andrew Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Millennium Financial Group for 11 years. 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 investment strategies, including mutual funds, ETFs, separately managed accounts, and a Unified Managed Account, supported by ongoing due diligence and monitoring.
Andrew B
Series 66
Lincoln, NE
Benjamin F. Edwards & Company, Inc.
Andrew Benton III is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked previously at City National Bank, RBC Capital Markets, LLC, and Speedway Motors Inc. since beginning his career. 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 advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.
Peter M
Series 63, Series 66
Jonesboro, AR
Benjamin F. Edwards & Company, Inc.
Peter Murphy is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he has ownership interests in real estate investment entities where he is involved in property management activities. 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 employs a mix of proprietary and third-party investment strategies with ongoing oversight by an Investment Strategy Committee.
Leslie G
Series 63, Series 65
Trophy Club, TX
Benjamin F. Edwards & Company, Inc.
Leslie Greco Pool is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Benjamin F. Edwards in 2026, she spent ten years at Raymond James & Associates. 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 discretionary and non-discretionary management with ongoing due diligence and portfolio monitoring.
Nayelli S
Series 66
Chesterton, IN
Benjamin F. Edwards & Company, Inc.
Nayelli Sanchez is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining the firm, she held positions at Walmart, Aurora University, and several other organizations. 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 model-based and customized investment strategies, combining active and passive approaches, with ongoing due diligence and periodic rebalancing.
Michael C
Series 63, Series 66
Rome, GA
Benjamin F. Edwards & Company, Inc.
Michael Crego is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a donor-advisor with the American Endowment Foundation, where he directs grants to charities. 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 charitable organizations, offering a range of investment management and financial planning services utilizing both firm-developed and third-party strategies.
Matthew W
CFP®, Series 66
Woodstock, IL
Benjamin F. Edwards & Company, Inc.
Matthew Wormley is a Certified Financial Planner (CFP®) with 13 years of experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. He holds the Series 66 designation and is based in Woodstock, Illinois. 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 from an Investment Strategy Committee.
Chung L
Series 63
Watkinsville, GA
Benjamin F. Edwards & Company, Inc.
Chung Lieu is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He has held positions at Benjamin F. Edwards since 2017 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2008 to 2017. He holds a Series 63 designation. 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 that include firm-developed and third-party models with ongoing oversight and periodic reviews.
Matthew B
Series 66
Champaign, IL
Benjamin F. Edwards & Company, Inc.
Matthew Buller is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and possessing 11 years of industry experience. He worked at Wells Fargo Clearing from 2015 to 2018 before joining Benjamin F. Edwards in 2018. Outside of his advisory role, he serves on the finance committee of RACES, a community-based rape crisis center in East-Central Illinois. 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 and monitoring.
James T
CFP®, Series 63, Series 66
Middletown, RI
Benjamin F. Edwards & Company, Inc.
James Tollefson is a CFP® professional with 40 years of experience in the financial industry. He is currently with Benjamin F. Edwards & Company, Inc., having joined the firm in 2024. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Benjamin F. Edwards & Company, Inc. 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 advisory and consulting services, utilizing firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.
John C
Series 63, Series 66
Galesburg, IL
Benjamin F. Edwards & Company, Inc.
John Crock is a financial advisor with Benjamin F. Edwards & Company, Inc. in Galesburg, IL. He holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 16 years with his current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with roughly 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 that utilize a mix of firm-developed and third-party model strategies.
James L
Series 63
Destin, FL
Benjamin F. Edwards & Company, Inc.
James Luttrell Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 63 designation and bringing 40 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. The firm serves individuals—including high-net-worth clients—as well as corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions.
David L
Series 63, Series 66
Verdale, WA
Benjamin F. Edwards & Company, Inc.
David Lambert is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has 41 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for family trusts in Washington. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers a range of model-based and customized investment strategies supported by ongoing due diligence and monitoring.
Crampton H
Series 63, Series 65
Morristown, TN
Benjamin F. Edwards & Company, Inc.
Crampton Helms is a financial advisor at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Benjamin F. Edwards in 2020. He holds Series 63 and Series 65 licenses. 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 models, with oversight from an Investment Strategy Committee.
Ryan P
Series 66
Hattiesburg, MS
Benjamin F. Edwards & Company, Inc.
Ryan Pollacci is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He holds a Series 66 designation and has been with Benjamin F. Edwards since 2017, previously working briefly at Wells Fargo Clearing and spending ten years at Taylor Farms. Outside of his advisory role, Pollacci has interests in managing short-term rental properties in Oxford, MS. 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 solutions utilizing both firm-developed and third-party model strategies.
Maribel M
Series 63
Naples, FL
Benjamin F. Edwards & Company, Inc.
Maribel Mapes is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 63 designation and has 37 years of industry experience. Prior to joining Benjamin F. Edwards in 2019, she worked at Morgan Stanley and Morgan Stanley Smith Barney from 2009 to 2019. 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, including firm-developed and third-party models, with ongoing portfolio oversight and a combination of custody and clearance capabilities.
Laney M
CFP®, Series 63, Series 66
El Dorado, AR
Benjamin F. Edwards & Company, Inc.
Laney Mitcham is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. Prior to joining Benjamin F. Edwards, she worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to her advisory role, she teaches finance at Southern Arkansas University. 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 a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.
John T
Series 63
Germantown, TN
Benjamin F. Edwards & Company, Inc.
John Templeton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.
Kenneth D
CFA®, Series 65, Series 63, Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Kenneth Dryfhout is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked for BCU for 10 years before joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, and corporate clients. The firm offers a range of model-based and customized investment strategies with ongoing due diligence and monitoring.
Larry R
Series 63, Series 65
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Larry Richardson is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Richardson 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 firm-developed and third-party model strategies.
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