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Brian R
Series 63
Woodstock, IL
Benjamin F. Edwards & Company, Inc.
Brian Reilly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 56 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as a trustee for his deceased father-in-law’s investment affairs. 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 including firm-developed and third-party models with ongoing oversight and strategic allocation reviews.
Michael Z
Series 63, Series 66
Reno, NV
Benjamin F. Edwards & Company, Inc.
Michael Zunini is a financial advisor at Benjamin F. Edwards & Company, Inc. in Reno, NV, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously held positions 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, foundations, and nonprofit organizations, offering a range of advisory and investment management services with a mix of firm-developed and third-party model strategies.
Matthew L
Series 66
Gulfport, MS
Benjamin F. Edwards & Company, Inc.
Matthew Lawing is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Benjamin F. Edwards in 2025, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He serves on the finance committee of the Southern Miss Alumni Association, where he participates in investment oversight and financial reporting. 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 consulting services that include both firm-developed and third-party investment strategies.
Derek T
CFP®, Series 66
Rome, GA
Benjamin F. Edwards & Company, Inc.
Derek Taylor is a CFP® and holds a Series 66 license with four years of industry experience. He is based in Rome, GA, and has been affiliated with Berry College since 2007. He is currently a financial advisor at Benjamin F. Edwards & Company, Inc. 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 include firm-developed and third-party model strategies with ongoing portfolio oversight.
Tarin C
Series 66
Morristown, NJ
Benjamin F. Edwards & Company, Inc.
Tarin Chiappa is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds the Series 66 designation and 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 nonprofit organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.
Thomas L
Series 66
Birmingham, AL
Benjamin F. Edwards & Company, Inc.
Thomas Luttrell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and five years of industry experience. He has been with Benjamin F. Edwards since 2017 and previously worked at the University of Alabama from 2016 to 2020. Outside of his advisory role, Luttrell serves as an assistant coach for a youth lacrosse team with the Greater Birmingham Youth Lacrosse Association. 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 and delivers ongoing portfolio monitoring and rebalancing through both in-house and third-party managers.
Patricia J
Series 63
O'Fallon, IL
Benjamin F. Edwards & Company, Inc.
Patricia Jenks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 48 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 serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational 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.
Jon P
Series 63
Naples, FL
Benjamin F. Edwards & Company, Inc.
Jon Price is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 42 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is based in Naples, 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 and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.
Thomas A
CFP®, Series 63, Series 65
Birmingham, AL
Benjamin F. Edwards & Company, Inc.
Thomas Avant Jr. is a CFP® certified financial advisor with 20 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Benjamin F. Edwards & Company, Inc. 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 investment strategies, combining model-based and customized approaches, and supports clients through ongoing due diligence and portfolio management.
William J
CFP®, Series 63, Series 66
Red Bank, NJ
Benjamin F. Edwards & Company, Inc.
William Jasionowski is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where he has worked since 2013. He holds Series 63 and Series 66 registrations and has 28 years of industry experience. 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 solutions that include firm-developed and third-party model strategies with ongoing oversight and periodic reviews.
Andrew B
CFP®, Series 63, Series 65
Lincoln, NE
Benjamin F. Edwards & Company, Inc.
Andrew Benton II is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., bringing 38 years of industry experience. His prior roles include positions at RBC Capital Markets, LLC and City National Bank. Benton serves on the board of the Lamp of Learning Educational Foundation, a public educational nonprofit, and holds a 40% ownership interest in New Standard Hospitality LLC, a restaurant business in Lincoln, Nebraska. 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 combine firm-developed and third-party models with ongoing portfolio oversight.
Danielle S
Series 63, Series 66
Timonium, MD
Benjamin F. Edwards & Company, Inc.
Danielle Schwandtner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 13 years of industry experience. She has previously worked at Merrill Lynch, Pierce, Fenner & Smith and Wells Fargo Clearing. 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 ongoing oversight.
Benjamin N
CFA®, Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Benjamin Norris is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020, following prior roles at Wells Fargo Clearing Services and J.A. Glynn and Co. Benjamin is based 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 nonprofit organizations, offering a range of advisory programs, financial planning, and investment management consulting through a mix of firm-developed and third-party model strategies.
Chad S
Series 66
Peoria, IL
Benjamin F. Edwards & Company, Inc.
Chad Steinbach is a financial advisor at Benjamin F. Edwards & Company, Inc. in Peoria, IL, holding a Series 66 credential with 22 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 wide range of clients including individual investors, retirement plans, trusts, estates, and corporations. The firm offers both model-based and customized investment strategies and combines advisory services with broker-dealer functions and in-house trading capabilities.
Cody W
Series 63
Redding, CA
Benjamin F. Edwards & Company, Inc.
Cody Washburn is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 24 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at LPL Financial, Stifel Nicolaus & Co Inc, and Wells Fargo Advisors. Outside of his advisory work, he has been involved with Patriot Lawn & Yard and Fenn Farms, LLC. Benjamin F. Edwards & Company provides investment advice and related services to individual, retirement plan, trust, estate, and corporate clients. The firm offers a range of model-based and customized strategies and operates as both an advisory and broker-dealer with in-house trading capabilities.
Joseph D
Series 66
Morristown, TN
Benjamin F. Edwards & Company, Inc.
Joseph Daniels is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 66 designation with one year of industry experience. Prior to entering the financial advisory field, he worked for 14 years at Old Dominion Freight Line. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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 and combines advisory services with broker-dealer capabilities and in-house trading.
Kevin R
Series 66
Galesburg, IL
Benjamin F. Edwards & Company, Inc.
Kevin Rodeffer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at Benjamin F. Edwards since 2018, following eight years at LPL Financial and twelve years at First Midwest Bank. Outside of his advisory role, he serves as treasurer for Fields Church in Galesburg, IL, managing financial contributions and providing updates to church leadership. 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 model portfolios.
Craig B
CFP®, Series 63
Northfield, NJ
Benjamin F. Edwards & Company, Inc.
Craig Blum is a CFP® certificant with 27 years of industry experience currently serving at Benjamin F. Edwards & Company, Inc. since 2026. He previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he is involved in a family-owned business, Cheri Blum Studios, and is the owner of CB2, LLC, a real estate venture. 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 both model-based and customized investment strategies and operates an in-house trading desk alongside its broker-dealer services.
Joseph D
Series 66
New London, NH
Benjamin F. Edwards & Company, Inc.
Joseph Dupree is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at First Citizens Bank and CIT Bank. Before entering the financial industry, he was employed at the Montshire Museum of Science for six years. 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 and investment management services that include both firm-developed and third-party model strategies.
Christopher L
CFP®, Series 63
Wheaton, IL
Benjamin F. Edwards & Company, Inc.
Christopher Larrabee is a CFP®-certified financial advisor with 38 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2016. Outside of his advisory role, he works as an agent for his step-mother in an investment-related capacity. 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 range of model-based and customized investment strategies and operates both as a registered investment advisor and broker-dealer.
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