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Andrew K

Series 65, Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 65 and Series 66 designations and bringing 20 years of industry experience. He has worked at Benjamin F. Edwards since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he co-owns a rental property in Sierra Vista, AZ. Benjamin F. Edwards & Company, Inc. serves a broad client base including individuals, retirement plans, trusts, estates, and corporate clients, offering a range of investment advisory and consulting services. The firm employs both model-based and customized investment strategies and operates as both a broker-dealer and investment advisor.

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 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

James Wormley is a financial advisor with Benjamin F. Edwards & Company, Inc. in Woodstock, IL, holding a Series 66 designation and 22 years of industry experience. He 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 strategies that include firm-developed and third-party models with periodic strategic reviews.

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 L

Series 63

White Plains, NY

Benjamin F. Edwards & Company, Inc.

Thomas Liptack is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 35 years of industry experience. Liptack has been with Benjamin F. Edwards since 2010. 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 mix of firm-developed and third-party model 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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John R

Series 63, Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

John Reidy is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Edward D. Jones & Co., L.P. Outside of finance, he is involved in voice acting and modeling, working with West Model & Talent Management and contributing as a voice actor for the Augustine Institute podcast program, as well as serving as an election judge for the St. Louis County Board of Elections. 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 that include both firm-developed and third-party models with ongoing oversight and client-tailored decision authority.

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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Megan S

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Megan Shroff is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual and Hy-Vee, Inc. Outside of her advisory role, she coaches volleyball for the 314 Volleyball Club in St. Louis. 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 active and passive management, 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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Craig M

Series 66

St. Charles, IL

Benjamin F. Edwards & Company, Inc.

Craig Morgan Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Charles, IL, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Stifel Nicolaus & Co. from 2009 to 2017 before joining Benjamin F. Edwards in 2017. 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 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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Malissa R

CFP®, Series 63

Panama City, FL

Benjamin F. Edwards & Company, Inc.

Malissa Romack is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2011. She has 28 years of industry experience and holds a Series 63 license. Outside of her advisory role, she serves as an Attorney-in-Fact and Trustee for investment-related entities in the Panama City area. 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.

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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Joyce T

Series 63

Morristown, TN

Benjamin F. Edwards & Company, Inc.

Joyce Taylor is a financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Taylor is based in Morristown, TN. 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, 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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Christopher C

Series 63

Reno, NV

Benjamin F. Edwards & Company, Inc.

Christopher Cook is a financial advisor with Benjamin F. Edwards & Company, Inc. in Reno, NV, holding a Series 63 designation and 44 years of industry experience. His 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 serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model 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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Bret M

Series 66

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Bret Martin is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2011. 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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Robert S

CFP®, Series 63, Series 66

St. Charles, IL

Benjamin F. Edwards & Company, Inc.

Robert Strobel III is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning 12 years. He serves as a board member of the Towne Place West Homeowners Association in Schaumburg, Illinois. 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 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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Joseph G

Series 63

Redding, CA

Benjamin F. Edwards & Company, Inc.

Joseph Gruber is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 24 years of industry experience. His prior experience includes roles at Stifel Nicolaus & Co Inc and Raymond James & Associates. Benjamin F. Edwards & Company 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 variety of model-based and customized investment strategies and combines advisory and broker-dealer capabilities with in-house trading and consulting 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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Leon H

Series 63

Pensacola, FL

Benjamin F. Edwards & Company, Inc.

Leon Hirsh is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 45 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, Hirsh serves as President of the Kentucky Military Institute Alumni Association and as Alumni Director for the Eta Pi Chapter of Pi Kappa Alpha at the University of West Florida. 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 combines ongoing due diligence and monitoring 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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Suzanne M

Series 66

Germantown, IL

Benjamin F. Edwards & Company, Inc.

Suzanne Markus is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors, Inc., Old North State Investment, LLC, The Mike Brown Financial Group, and UBS Financial Services, Inc. Outside of her advisory role, she is involved as a marketing partner in a hair care product business. 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 both model-based and customized investment strategies supported by ongoing due diligence, and it operates as a broker-dealer with 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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Greg T

Series 63

St. Louis, MO

Benjamin F. Edwards & Company, Inc.

Greg Thornton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Benjamin F. Edwards since 2017. 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 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 T

Series 63, Series 66

Wood River, IL

Benjamin F. Edwards & Company, Inc.

Brian Todd is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Benjamin F. Edwards in 2022. Outside of his advisory role, he serves as power of attorney for his mother. 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 variety 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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George L

Series 63, Series 65

Colorado Springs, CO

Benjamin F. Edwards & Company, Inc.

George Lee III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Advisors. Outside of finance, he teaches pickleball and sells pickleball paddles in Colorado Springs. 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 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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Bryan H

CFP®, CFA®, Series 63, Series 66

Lewis Center, OH

Benjamin F. Edwards & Company, Inc.

Bryan Hoppe is a CFP® and CFA® affiliated with Benjamin F. Edwards & Company, Inc., with 11 years of industry experience. He has worked at Benjamin F. Edwards since 2018 and previously spent two years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as an executor for a family estate. 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 periodic strategic reviews.

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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Anna R

Series 66

Gladwin, MI

Benjamin F. Edwards & Company, Inc.

Anna Reihl is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 11 years of industry experience. Prior to joining Benjamin F. Edwards, she spent 11 years with Edward Jones. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies, including model-based and customized portfolios, and maintains an in-house trading desk alongside brokerage and insurance services.

Retirement income strategy Divorce financial planning Retirement withdrawal strategies Wealth management Executive Founder/Business Owner
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Megan A

Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Megan Anderson is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at Golden Technology and Randstad Technologies. 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 services 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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