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Jeffrey F

Series 63, Series 65

Chesterton, IN

Benjamin F. Edwards & Company, Inc.

Jeffrey Fernandez Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously held 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 range of model-based and customized investment strategies and combines advisory and broker-dealer capabilities with in-house trading and additional financial 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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Margaret D

Series 63, Series 66

Clemson, SC

Benjamin F. Edwards & Company, Inc.

Margaret Dill is a financial advisor with Benjamin F. Edwards & Company, Inc. in Clemson, SC, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She 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, 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 and a unique combination of custodial and clearing 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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Anthony M

Series 63

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. in Morristown, NJ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves on the Advisory Board for Mutual Fund/ETF Research at Morningstar. 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 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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Kate H

Series 66

Salida, CO

Benjamin F. Edwards & Company, Inc.

Kate Hostetter is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. She previously worked at LPL Financial for a decade before joining her current firm. Hostetter is also involved with the Peter Weil Financial Group in an investment-related capacity. 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 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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Lois P

Series 66

Concord, NH

Benjamin F. Edwards & Company, Inc.

Lois Parker is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2016, following seven years at Wedbush Morgan Securities. 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 combination of proprietary and third-party investment 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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Sophia S

Series 66

Timonium, MD

Benjamin F. Edwards & Company, Inc.

Sophia Stavisky is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to joining Benjamin F. Edwards & Co., she worked at Cummings & Co. and has diverse experience in realty and insurance. Benjamin F. Edwards & Co. serves a broad client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies and financial planning services, combining model-based and customized portfolios managed through 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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Jason S

Series 66

Birmingham, AL

Benjamin F. Edwards & Company, Inc.

Jason Sanders is a financial advisor at Benjamin F. Edwards & Company, Inc. in Birmingham, Alabama, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. He also serves as a power of attorney for a fiduciary entity based in Mountain Brook, 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, and nonprofit organizations, offering a range of advisory programs and investment strategies 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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Avri B

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Avri Bitz is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, MO, holding a Series 66 credential and five years of industry experience. Prior to joining Benjamin F. Edwards in 2026, Avri worked at Stifel Independent Advisors, LLC and STIFEL. Outside of advising, Avri serves as a volleyball coach in the Rockwood School District and works as a server at Syberg's Eating & Drinking Company. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized strategies, including mutual fund, equity, ETF, and separately managed portfolios, with 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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Christopher O

Series 63

Destin, FL

Benjamin F. Edwards & Company, Inc.

Christopher Ogle is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 25 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2021. Outside of his advisory role, he has sole ownership of a rental property in Santa Rosa Beach, 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 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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Cameron B

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Cameron Brandstadt is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 credential and has been with the firm since 2024. His background includes multiple positions at Cascade Hills Country Club and experience at Indiana University - Bloomington. 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 range of model-based and customized investment strategies, combining mutual funds, ETFs, actively and passively managed portfolios, and separately managed accounts, supported by ongoing due diligence 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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Angela W

Series 63, Series 66

Gulfport, MS

Benjamin F. Edwards & Company, Inc.

Angela Wolfe is a financial advisor with Benjamin F. Edwards & Company, Inc. in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Benjamin F. Edwards & Co. since 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 and educational organizations, offering a range of advisory programs and 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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Robert P

Series 63, Series 65

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Robert Patrick is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2012, including a prior role at FINRA. 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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Timothy M

CFP®, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Timothy March is a CFP® professional with 17 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2020. Prior to that, he spent 12 years at First Trust Portfolios L.P. 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 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 D

Series 66

Destin, FL

Benjamin F. Edwards & Company, Inc.

Matthew Dahlman is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds a Series 66 designation. Outside of his advisory role, Dahlman serves as Treasurer for the Destin Little League, a youth baseball organization. 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.

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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Mavis L

Series 63, Series 65

Berryville, AR

Benjamin F. Edwards & Company, Inc.

Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Benjamin F. Edwards since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Lehr also serves as a power of attorney for an investment-related matter outside of her advisory role. 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 and investment strategies supported 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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Nicholas G

Series 66

Sherman, TX

Benjamin F. Edwards & Company, Inc.

Nicholas Grayson is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at National Government Services and ServiceLink Services LLC. 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 range of strategies, from model-based to customized portfolios, and combines advisory services with broker-dealer operations 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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Richard M

Series 63

Melbourne, FL

Benjamin F. Edwards & Company, Inc.

Richard Milliard is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 33 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, Milliard serves as President of the Summer Brook of Melbourne Homeowners Association board, where he participates in monthly meetings and oversees financial 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 nonprofit organizations, offering a range of advisory programs and investment strategies that include 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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Andrew S

CFP®, Series 63, Series 65

Birmingham, AL

Benjamin F. Edwards & Company, Inc.

Andrew Saab is a CFP® professional with 25 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Saab is based in Birmingham, AL. 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 management solutions 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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Alan S

Series 63, Series 65

Greenville, SC

Benjamin F. Edwards & Company, Inc.

Alan Spilker is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He joined Benjamin F. Edwards in 2020 after four years at Raymond James & Associates. Spilker serves as a board member of the Spilker Family Foundation, a private family charitable foundation in Greenville, SC. 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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Amy M

Series 63, Series 65

Hoover, AL

Benjamin F. Edwards & Company, Inc.

Amy Mclevaine is a financial advisor at Benjamin F. Edwards & Company, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee and agent for several family 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 nonprofit organizations, offering a range of advisory and investment management services using 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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