Stephen Condon is a financial advisor with Benjamin F. Edwards & Company, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he serves as a trustee and co-treasurer for the North Castle Historical Society. 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 broad client base including 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 with ongoing oversight and client customization.

Timothy Reese is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards 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 and investment strategies that combine firm-developed and third-party models with ongoing oversight and client collaboration.

Shawn Corey is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. He has been with Benjamin F. Edwards since 2016 and previously worked for Steuben County from 2011 to 2016. Shawn serves as Treasurer for Victory Highway Wesleyan Church in Painted Post, NY. 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 variety of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight.

Leann Trampe is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, Stifel Nicolaus & Co Inc, and Scottrade. Prior to her financial services career, she was employed at Aviston Elementary. 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 both firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Nicholas Barlotta Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 30 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of advising, he teaches a course titled "Fundamentals of Investing" at Troy State Lifelong Learning and has a majority ownership in a food distribution and sales business. 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 services using both firm-developed and third-party model strategies.

Nickolas Pilipchuk is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Benjamin F. Edwards Wealth Management since 2020 and has worked with Benjamin F. Edwards & Co. since 2013. Outside of his advisory role, he is a 30% owner of Pilipchuk Persson Private Wealth, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and corporations. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a multi-custodian platform and a mix of proprietary and third-party investment solutions.

Linda Sabo is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 16 years of industry experience. She has been with Benjamin F. Edwards since 2010. 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 oversight from an Investment Strategy Committee.

Scott Foreman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 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, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party models.

Quinten Spivey IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has been with Benjamin F. Edwards since 2012 and holds the Series 63 and Series 66 credentials. 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 solutions.

Charles Carson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Benjamin F. Edwards in 2022. Carson is also the author of the book *Made to Multiply*. 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 investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Maria Lucido Mustard is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She has been with Benjamin F. Edwards since 2014 and holds the Series 63 and Series 66 designations. 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 oversight from an Investment Strategy Committee.

Kathryn Watts is a CFP®-credentialed financial advisor with 28 years of industry experience, currently practicing at Benjamin F. Edwards & Company, Inc. since 2017. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 strategies, including mutual funds, ETFs, equity and separately managed portfolios, and Unified Managed Accounts, supported by ongoing due diligence and monitoring.

Peyton Wiklund is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 credential and one year of industry experience. His prior roles include positions at Chubb and RTS Financial, as well as experience working at the University of Kansas and Kansas City Country Club. Benjamin F. Edwards & Company, Inc. 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 combination of model-based and customized investment strategies, with ongoing due diligence and portfolio monitoring conducted by in-house and third-party managers.

Jill Miller 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 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, financial planning, and investment management solutions that include both firm-developed and third-party model strategies.

William Harris is a financial advisor with Benjamin F. Edwards & Company, Inc. in Jonesboro, Arkansas, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 model strategies with oversight from an Investment Strategy Committee.

Jeremy Jacobs is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 16 years of industry experience. He has been with Benjamin F. Edwards since 2012 and also co-owns Discount TV Wall Mounts, a business selling wall mounts, which he operated alongside his advisory career. 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 employs a mix of firm-developed and third-party investment strategies, with oversight from an Investment Strategy Committee and a combination of custodial and clearing services.

Mason Piersall is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience in the industry beginning in 2024, with prior roles at Fiducient Advisors, MassMutual Life Insurance Co, and Mass Mutual Investors Services. Outside of finance, he has worked in the hospitality sector at Wood-n-Tap Bar and Grill. 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 oversight and strategic allocation reviews.

Jason Mcdowell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 15 years. Outside of his advisory role, he serves as the executor for his uncle's estate. 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 oversight from an Investment Strategy Committee.

Anthony Swart is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Securities, Inc. 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 employs a range of model strategies and offers advisory programs with both discretionary and non-discretionary options, maintaining custody and clearance capabilities alongside a primary clearing relationship with Pershing.

Joseph Donnovin Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Chattanooga, TN. He holds a Series 63 designation and has 44 years of industry experience. He has been with Benjamin F. Edwards & Co. since 2011. 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 a variety of investment strategies ranging from model-based to customized portfolios, combining mutual funds, ETFs, and separately managed accounts, with ongoing due diligence and rebalancing conducted by the firm and third-party managers.