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Peter T

CFP®, Series 63

Northfield, NJ

Benjamin F. Edwards & Company, Inc.

Peter Tampellini is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. 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. 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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Denise E

CFP®, Series 66

Springfield, IL

Benjamin F. Edwards & Company, Inc.

Denise Edwards is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. in Springfield, IL. She has been with the firm since 2014. 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, financial planning, and investment management consulting through 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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James S

Series 63, Series 65

Canton, OH

Benjamin F. Edwards & Company, Inc.

James Stein 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 has been with Benjamin F. Edwards since 2014. 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 employs a variety of model strategies, including mutual fund and ETF portfolios, 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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Thomas K

CFA®, Series 63, Series 65

Fish Creek, WI

Benjamin F. Edwards & Company, Inc.

Thomas Kahl is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 using 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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Jeanette M

Series 63, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Jeanette Murray is a financial advisor with Benjamin F. Edwards & Company, Inc. in Woodstock, IL. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Murray has been with Benjamin F. Edwards & Co 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 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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Cal T

Series 66

Germantown, TN

Benjamin F. Edwards & Company, Inc.

Cal Templeton is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation. He joined the firm in 2026 and has prior experience at AllianceBernstein, Orgill Inc., OneOncology, and The Marston Group. Templeton holds both undergraduate and master’s degrees from Union University. Benjamin F. Edwards & Company, Inc. 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 and combines investment management 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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William P

Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

William Parrilli is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Benjamin F. Edwards since 2016, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Parrilli serves as a board member of the Northern Illinois Shooters Association, where he helps organize matches and manage scoring. 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 investment strategies, combining discretionary and non-discretionary programs 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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Silas N

Series 66

Chehalis, WA

Benjamin F. Edwards & Company, Inc.

Silas Newkirk is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors and has a background at Ritchie Bros. Auctioneers. Outside of financial advising, Silas teaches Taekwondo classes at Centralia College. 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 model-based and customized investment strategies, combining in-house trading capabilities with third-party management and various 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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Mark K

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Mark Kosir is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work experience includes positions at Millennium Financial Group and Ernst & Young LLC. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a broad client base that includes individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining discretionary and non-discretionary services 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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Joann M

Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Joann Mcdevitt is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously held roles at Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Advisors. 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 including 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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Jennifer S

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Jennifer Sexton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Benjamin F. Edwards since 2011. Outside of her advisory role, she serves as an election judge for St. Clair County Elections in O'Fallon, Illinois, and is active as a seller on the social commerce platform Poshmark. 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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Christopher K

Series 63, Series 66

Danbury, CT

Benjamin F. Edwards & Company, Inc.

Christopher Kachur is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He has been with Benjamin F. Edwards since 2010. His credentials include Series 63 and Series 66 registrations. 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 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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James W

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

James Williams is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Robert Baird & Co. and JJB Hilliard, WL Lyons, 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 employing 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 S

Series 63, Series 65

Hermann, MO

Benjamin F. Edwards & Company, Inc.

Daniel Schulte is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he manages a bed and breakfast business and works as a bartender at a local bar in Hermann, 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 and investment strategies that include both 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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William K

CFP®, Series 63, Series 66

Concord, NH

Benjamin F. Edwards & Company, Inc.

William Kearney is a CFP® professional with 43 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 for seven years. Outside of his advisory role, he manages a family amusement park, Chucksters Hooksett LLC, and is involved in land acquisition and development through Kokosing LLC, both based in Concord, NH. 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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James M

Series 63, Series 65

St. Peters, MO

Benjamin F. Edwards & Company, Inc.

James Masterson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Benjamin F. Edwards since 2010. 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 both firm-developed and third-party models, with ongoing oversight and client 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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Alexander F

CFP®, Series 63, Series 66

Wheaton, IL

Benjamin F. Edwards & Company, Inc.

Alexander Fernbach is a CFP® professional with three years of industry experience, currently with Benjamin F. Edwards & Company, Inc. Prior to joining Benjamin F. Edwards, he held roles at Schumann Financial, CETERA Financial Specialists LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. He also has experience outside financial services, including a two-year period at Bowling Green State University. Benjamin F. Edwards & Co. 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, combining discretionary and non-discretionary programs with in-house trading and multiple service offerings.

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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Peter H

Series 66, Series 63

Saint Louis, MO

Benjamin F. Edwards & Company, Inc.

Peter Hudlow is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Stifel Bank & Trust, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Benjamin F. Edwards & Company provides investment advice and related services to individual and institutional clients, offering both model-based and customized investment strategies. The firm combines discretionary and non-discretionary programs with ongoing due diligence and monitoring to align strategies with client objectives and risk profiles.

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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Joseph R

CFA®, Series 63

Creve Coeur, MO

Benjamin F. Edwards & Company, Inc.

Joseph Riley is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. in Creve Coeur, MO. His prior experience includes seven years at Stern Brothers & Co. and a brief period outside the industry before joining his current firm in 2019. 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 services with broker-dealer functions 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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Richard B

Series 63, Series 65

Pensacola, FL

Benjamin F. Edwards & Company, Inc.

Richard Boehm Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 17 years. He is based in Pensacola, 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 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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