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Sarah J

Series 66

Rome, GA

Benjamin F. Edwards & Company, Inc.

Sarah Jefferson is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, GA, where she has worked since 2021. She has three years of industry experience, including prior roles at Cartersville City Schools and Ashton Staffing. 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 investment strategies, combining 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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Matthew B

CFP®, Series 63

Midland, MI

Benjamin F. Edwards & Company, Inc.

Matthew Bishop is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. He is a board member of CBM Services, Inc., a non-investment related organization based in Midland, Michigan. 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 periodic strategic 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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Roland D

Series 63, Series 65

Alpharetta, GA

Benjamin F. Edwards & Company, Inc.

Roland Deliniere is a financial advisor with Benjamin F. Edwards & Company, Inc. in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Benjamin F. Edwards & Co. 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 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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Heather W

Series 66, Series 63

Destin, FL

Benjamin F. Edwards & Company, Inc.

Heather Weidenhamer is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 66 and Series 63 credentials and has four years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Regions Bank, Mutual of America, Wells Fargo Advisors, and JPMorgan Securities LLC. Outside of finance, she has been involved with H Pack Pet Services since 2018. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines financial planning, consulting, and active portfolio management with broker-dealer services and an in-house trading desk.

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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Eric A

CFP®, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Eric Anderson is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2018. He has eight years of industry experience, including five years at Pandora Media prior to his current role. Anderson serves as a board member of the Fox River Grove Police Pension Board, overseeing pension fund and disability matters. 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 investment management and advisory services utilizing 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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Daniel M

Series 63, Series 65

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Daniel Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Investment Institute. 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, financial planning, and investment management services that include firm-developed and third-party model 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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Eric B

CFP®, Series 63, Series 65

Middletown, RI

Benjamin F. Edwards & Company, Inc.

Eric Brown is a Certified Financial Planner (CFP®) with 36 years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc., joining the firm in 2024 after eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. 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 periodic 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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Amber P

Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Amber Pfarrer is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at the University of Southern Mississippi Foundation, Eley Guild Hardy Architects, and Zender Communications. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of model-based and customized investment strategies along with discretionary and non-discretionary wrap fee programs.

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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Travis H

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Travis Huber is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri, with 17 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company serves a broad client base including individual, retirement plan, trust, estate, and corporate clients. The firm offers a range of investment strategies—both model-based and customized—with ongoing due diligence and rebalancing, and operates as both an advisory firm and broker-dealer.

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 B

Series 63, Series 65

Naples, FL

Benjamin F. Edwards & Company, Inc.

Jon Blahnik is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Chambers Island Capital Investors LLC, HilltopCNB, LLC, and Raymond James Financial. Outside of his advisory work, he is the owner of Blahnik Investment Group Inc. and Chambers Island Transport LLC, a family-run transport service on Chambers Island, Wisconsin. 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, combining in-house management and third-party oversight, alongside brokerage, trading, and advisory 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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Robert F

Series 63, Series 65

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Robert Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 credentials and has 44 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at L.M. Kohn & Company for 10 years and has been involved with Millennium Financial Group for over two decades. He also serves as trustee for two lifetime trusts. 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 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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James S

Series 63, Series 66

Rome, GA

Benjamin F. Edwards & Company, Inc.

James Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. in Rome, GA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He 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 and consulting services alongside a mix of firm-developed 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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Laura N

Series 65, Series 63

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. She is the owner of Columbia Crest Financial Advisors, a financial advising firm in Chehalis, WA. Benjamin F. Edwards & Company, Inc. 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 financial planning with ongoing portfolio monitoring and 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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James M

Series 63, Series 65

Ridgeland, MS

Benjamin F. Edwards & Company, Inc.

James Mcconnell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in a private hunting club in Yazoo City, MS, serving as secretary and treasurer with a 10% ownership stake. 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 nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services with 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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Steven C

Series 63, Series 65

Tucson, AZ

Benjamin F. Edwards & Company, Inc.

Steven Cooke is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of a boat. 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 ongoing oversight and client-specific customization.

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 B

CFP®, Series 63, Series 66

Boynton Beach, FL

Benjamin F. Edwards & Company, Inc.

Steven Brill is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2014. He holds Series 63 and Series 66 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 charitable and educational organizations, offering a range of advisory programs and investment management solutions that blend 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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Axayacatl G

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Axayacatl Guerra Mojarro is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Saxony Securities Inc. from 2021 to 2024. Outside of finance, he is active as a Twitch streamer, where he plays video games and discusses recent game updates. 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.

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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Forrest H

Series 66

Hattiesburg, MS

Benjamin F. Edwards & Company, Inc.

Forrest Hartel is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 license with two years of industry experience. Prior to joining Benjamin F. Edwards in 2024, he was involved with Yak Access, LLC for 15 years. Benjamin F. Edwards & Company 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, combining in-house trading capabilities with third-party manager 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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Gregory Z

CFP®, Series 66

Concord, NH

Benjamin F. Edwards & Company, Inc.

Gregory Zini is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. Prior to this, he worked at Wedbush Securities Inc. from 2014 to 2016. 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 management solutions that combine firm-developed and third-party strategies with periodic 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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Delfina B

Series 66

Naples, FL

Benjamin F. Edwards & Company, Inc.

Delfina Buenrostro is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and SunTrust advisory firms. Delfina is based in Naples, Florida. 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 employs a combination 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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