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Charles S
Series 63, Series 66
Saint Louis, MO
Benjamin F. Edwards & Company, Inc.
Charles Saenger is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Benjamin F. Edwards in 2025, he worked at L.M. Kohn & Company for 10 years and has been involved with Millennium Financial Group since 1999. Outside of his advisory role, he serves as CFO of Sadac, Inc., a farming operation in Arkansas. 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 regular strategic reviews.
Herman S
Series 63, Series 65
Birmingham, AL
Benjamin F. Edwards & Company, Inc.
Herman Sanders III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and Wells Fargo. Sanders also has a fiduciary role involving a joint trust entity in Birmingham, Alabama. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, offering both model-based and customized investment strategies alongside financial planning and retirement consulting.
Thomas H
CFP®, Series 63, Series 66
Fernandina Beach, FL
Benjamin F. Edwards & Company, Inc.
Thomas Henrichs is a CFP® professional with 49 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2009. He also acts as an investment trust advisor for the John H. Uhlig Living 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, serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a variety of advisory programs and employs a mix of firm-developed and third-party investment strategies with an emphasis on ongoing portfolio oversight.
Joshua E
Series 63, Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Joshua Erni is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He worked at Edward Jones for 20 years before joining Benjamin F. Edwards in 2022. Outside of his advisory role, he has ownership interests in rental properties in St. Louis, MO. 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 with a mix of firm-developed and third-party model strategies.
James G
Series 63
Woodstock, IL
Benjamin F. Edwards & Company, Inc.
James Goehl is a financial advisor at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. He holds the Series 63 designation and has worked at Benjamin F. Edwards since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 investment strategies, combining in-house trading and third-party management to support client objectives.
Michelle B
Series 66
Peterson, MN
Benjamin F. Edwards & Company, Inc.
Michelle Boyum is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC and Charles Schwab. Michelle is based in Peterson, MN. 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.
Rachel K
Series 66
Dothan, AL
Benjamin F. Edwards & Company, Inc.
Rachel Kirkley is a financial advisor at Benjamin F. Edwards & Company, Inc. with eight years of industry experience. She has previously worked at Wells Fargo Clearing and Merrill. Outside of her advisory role, she is a notary public in the state of Alabama. 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 management solutions, combining firm-developed and third-party strategies with ongoing oversight from an Investment Strategy Committee.
Kristopher Y
CFP®, Series 66
Morristown, TN
Benjamin F. Edwards & Company, Inc.
Kristopher Yarlett is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Edward Jones for 12 years. Outside of his advisory role, Yarlett is involved as a partner in local breweries and holds ownership interests in several business ventures including storage facilities and property development. 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 model strategies with ongoing oversight from an Investment Strategy Committee.
Courtney L
Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Courtney Lach is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 11 years of industry experience, including 12 years at Morgan Stanley. She is based in Wheaton, IL. 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.
Jeffrey L
Series 63, Series 66
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Jeffrey Luechtefeld is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he owns and operates drive-thru coffee kiosks in Owensboro, Kentucky. 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 nonprofits, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and monitoring.
Nicholas S
Series 66
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Nicholas Swan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential. He has been with the firm since 2026. Prior to his current role, he was involved with several community churches over an 18-year period. 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, combining active and passive management, and provides ongoing due diligence and rebalancing.
Richard J
Series 63, Series 66
Lahaina, HI
Benjamin F. Edwards & Company, Inc.
Richard Jones is a financial advisor at Benjamin F. Edwards & Company, Inc. with 53 years of industry experience. He holds Series 63 and Series 66 licenses 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 and educational 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.
Edward O
Series 66
St. Charles, MO
Benjamin F. Edwards & Company, Inc.
Edward O'Neal is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., based in St. Charles, MO. He has 29 years of industry experience and has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he is involved in managing rental property. 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 ongoing oversight by an Investment Strategy Committee.
Ashley D
Series 66
Panama City, FL
Benjamin F. Edwards & Company, Inc.
Ashley Davison is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and three years of industry experience. Prior to her current role starting in 2022, she worked in the hospitality sector at Shades Bar & Grill and The Seagrove Market Cafe. She has also spent time as a stay-at-home mom. 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 investment strategies, including mutual fund, ETF, and separately managed portfolios, and combines in-house trading with third-party manager oversight.
Timothy O
Series 63, Series 66
Woodstock, IL
Benjamin F. Edwards & Company, Inc.
Timothy Oman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as a part-time football coach at Alden Hebron High School and Woodstock North High School District 200. 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 model portfolios with ongoing strategic oversight.
Ralph B
CFP®, Series 63, Series 66
Midland, MI
Benjamin F. Edwards & Company, Inc.
Ralph Brozzo is a CFP® professional with 30 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2013. He holds Series 63 and Series 66 licenses and is based in Midland, MI. Outside of his advisory role, he owns a majority stake in DeBroz Entertainment Co. 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 management solutions that combine firm-developed and third-party strategies.
Tanner S
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Tanner Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. He has worked at Benjamin F. Edwards since 2022 and previously spent six years at SSM Health. He holds a Series 66 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 nonprofit organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with periodic oversight by an Investment Strategy Committee.
James E
CFP®, Series 63
Germantown, TN
Benjamin F. Edwards & Company, Inc.
James Evans is a CFP® professional with 28 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a co-trustee for 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, and nonprofit organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.
Arthur L
Series 66, Series 63
Peoria, IL
Benjamin F. Edwards & Company, Inc.
Arthur Laine is a financial advisor with Benjamin F. Edwards & Company, Inc. in Peoria, IL, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has previously worked at NBT Capital Management Inc. and Alliance Benefit Group. 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 discretionary and non-discretionary programs with ongoing due diligence, monitoring, and periodic rebalancing.
Emily B
Series 66
Decatur, IL
Benjamin F. Edwards & Company, Inc.
Emily Barnes is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and three years of industry experience. She previously worked at Hickory Point Bank & Trust and Soy Capital Bank & Trust. Barnes is also employed as a senior registered financial client associate at Brunner Wealth Management in Oakley, IL. 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.
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