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Sally D

Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Sally Davis 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 2012. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory services and employs a mix of firm-developed and third-party investment 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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Katherine A

Series 66

Middletown, RI

Benjamin F. Edwards & Company, Inc.

Katherine Annulli is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Authentic Audience for five years and has operated KMA Organizing since 2015. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies and combines brokerage and advisory services with in-house trading and other financial 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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Robert M

CFP®, Series 63

Lake Charles, LA

Benjamin F. Edwards & Company, Inc.

Robert Mendelson Jr. is a CFP®-designated financial advisor with 44 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., having joined the firm in 2024 after over a decade at Ameriprise. Mendelson is a partner in Brownsfan LLC, a local investment-related business. 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 services and employs a mix of firm-developed and third-party investment strategies 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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Rhea A

CFP®, Series 66

Rome, GA

Benjamin F. Edwards & Company, Inc.

Rhea Aronhalt is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. She holds the Series 66 license and is based in Rome, GA. 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 combine 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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Erika K

Series 66

Crown Point, IN

Benjamin F. Edwards & Company, Inc.

Erika Kelly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2022. Her prior experience includes roles at Wells Fargo Clearing and 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 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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Christopher W

CFP®, Series 63

Chesterfield, MO

Benjamin F. Edwards & Company, Inc.

Christopher Whiting is a CFP®-designated financial advisor with 23 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously held a position at SS&C Advent from 2015 to 2018. 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.

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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Bruce M

Series 63

Sherman, TX

Benjamin F. Edwards & Company, Inc.

Bruce Melton is a financial advisor at Benjamin F. Edwards & Company, Inc. with 40 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, Melton manages a family cattle farm in Sherman, TX as part owner and serves as power of attorney for his mother. 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, combining discretionary and non-discretionary programs with ongoing 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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Lawrence I

CFP®, Series 63, Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Lawrence Ingram is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. He is based in Leawood, KS. Outside of his advisory role, he is a trustee of the Larry J. and Carole Ann Ingram 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 programs and investment management solutions that include firm-developed and third-party model 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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Preston M

Series 66, Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Preston Miller is a financial advisor at Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and involvement with nonprofit organizations such as Back2Back Ministries and The Summit Church. Benjamin F. Edwards & Company provides investment advice and services to individuals, retirement plans, trusts, estates, and corporate clients, offering both model-based and customized portfolio strategies. The firm combines financial planning, investment management, and consulting with broker-dealer capabilities and in-house 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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James R

Series 63, Series 66

Columbus, MS

Benjamin F. Edwards & Company, Inc.

James Rooker is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. Prior to joining Benjamin F. Edwards in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors 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 a diverse client base including individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs, financial planning, 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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Michael L

CFP®, Series 63

Daytona Beach, FL

Benjamin F. Edwards & Company, Inc.

Michael Libardi Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding CFP® and Series 63 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2019. Benjamin F. Edwards & Company provides investment advice and related services to individual, retirement, trust, estate, and corporate clients, offering both model-based and customized investment strategies. The firm combines discretionary and non-discretionary wrap fee programs, financial planning, and consulting services with in-house trading and brokerage 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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Janiece S

Series 63, Series 65, Series 66

Hot Springs Village, AR

Benjamin F. Edwards & Company, Inc.

Janiece Saunders is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 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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William G

Series 66

Dothan, AL

Benjamin F. Edwards & Company, Inc.

William Gregory is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors 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, financial planning, 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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Grant R

Series 66

Hickory, NC

Benjamin F. Edwards & Company, Inc.

Grant Rembert is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Stifel Nicolaus & Co Inc and Wells Fargo Advisors in various capacities. Outside of his advisory role, he owns and operates Athletes Lab, a performance training facility, and serves as a director for the Athletes Lab Foundation, which provides scholarships for athletes. 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 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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Brian P

Series 63, Series 66

Waterloo, IA

Benjamin F. Edwards & Company, Inc.

Brian Persson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Benjamin F. Edwards since 2014 and is also a part-owner of Pilipchuk Persson Private Wealth, LLC, where he provides investment advice. Additionally, Persson serves as a voluntary member of the City of Elk Run Heights Planning and Zoning Committee. 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 through a range of advisory programs and investment strategies, combining 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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Brian R

Series 66

Edwardsville, IL

Benjamin F. Edwards & Company, Inc.

Brian Randall is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020 and previously held positions at Larson Financial Group, LLC, the University of Missouri - St. Louis, and Doctors Without Quarters. 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 periodic strategic reviews and 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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Aiden G

Series 66

Wyoming, MI

Benjamin F. Edwards & Company, Inc.

Aiden Gortmaker is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Grand River Bank and Edward Jones. He has a background that includes roles outside of finance, such as positions at FedEx Grounds and in 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 variety 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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Debra T

CFP®, Series 63

Boynton Beach, FL

Benjamin F. Edwards & Company, Inc.

Debra Targett is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2014. In addition to her advisory role, she is an independent sales consultant for Pampered Chef, hosting kitchen product parties outside of securities trading hours. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory services and employs a mix of firm-developed and third-party investment 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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Tyler N

CFP®, Series 66

Madison, WI

Benjamin F. Edwards & Company, Inc.

Tyler Nafziger is a financial advisor at Benjamin F. Edwards & Company, Inc. in Madison, WI, holding CFP® and Series 66 credentials with two years of industry experience. Prior to joining Benjamin F. Edwards in 2023, he worked at Zendesk and Mattel. 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, and nonprofit organizations, offering a range of advisory programs and investment strategies including 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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Pierce W

Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Pierce Weatherly is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has prior experience at Community Bank, The First ANBA, Bancorp South, and Mississippi State University. Weatherly also owned and operated Lee's Detailing, LLC. Benjamin F. Edwards & Company, Inc. 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 investment strategies combining model-based and customized approaches, 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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