Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Benjamin E
Series 63, Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Benjamin Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He previously worked at Goldman Sachs and Neuberger Berman. Edwards serves as a board director for Benjamin Edwards, Inc., a financial services company. 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.
James L
Series 66
Destin, FL
Benjamin F. Edwards & Company, Inc.
James Luttrell III is a financial advisor at Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 66 designation with four years of industry experience. He has been with Benjamin F. Edwards since 2020 and previously worked at the University of Alabama from 2014 to 2020. 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 model portfolios with periodic strategic reviews.
Eric L
Series 63, Series 65, Series 66
Springfield, IL
Benjamin F. Edwards & Company, Inc.
Eric Loy is a financial advisor at Benjamin F. Edwards & Company, Inc. in Springfield, IL, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 firm-developed and third-party models with periodic oversight by an Investment Strategy Committee.
David K
Series 63, Series 65
Crown Point, IN
Benjamin F. Edwards & Company, Inc.
David Kelly is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include 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, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm employs a range of model strategies and offers financial planning, retirement plan consulting, investment management consulting, and access to separately managed and unified managed accounts.
Jasmine P
Series 66
Redding, CA
Benjamin F. Edwards & Company, Inc.
Jasmine Packer is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2026. Her prior roles include positions at Stifel, Tri Counties Bank, Shasta County, and Wells Fargo Bank. Outside of her advisory work, she manages social media marketing and customer service for an event rentals business. 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 variety of investment strategies ranging from model-based to customized portfolios, supported by ongoing due diligence and monitoring.
Tyler H
Series 66
Chandler, AZ
Benjamin F. Edwards & Company, Inc.
Tyler Herr is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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, combining firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.
Benjamin B
Series 66
Ofallon, MO
Benjamin F. Edwards & Company, Inc.
Benjamin Burkemper is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank for ten 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 nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services using both firm-developed and third-party model strategies.
Craig M
Series 63, Series 66
St. Charles, IL
Benjamin F. Edwards & Company, Inc.
Craig Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 50 years of industry experience. He has been with Benjamin F. Edwards since 2017, following eight years at Stifel Nicolaus & Co. Benjamin F. Edwards & Company provides investment advice and related services to a broad 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 ongoing due diligence and portfolio management.
Nicolas A
Series 66
Madison, WI
Benjamin F. Edwards & Company, Inc.
Nicolas Adamany is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds a Series 66 designation and has been with Benjamin F. Edwards since 2023. Outside of his advisory work, he is a founding member and guitarist for Mightywheelhouse LLC (Wheelhouse Band), performing shows sporadically. 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 including mutual fund and ETF portfolios, active/passive equity models, and separately managed accounts.
Robert D
Series 66
Ballwin, MO
Benjamin F. Edwards & Company, Inc.
Robert Daniel is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and nine years of industry experience. He has been with Benjamin F. Edwards 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, financial planning, and investment management services with a mix of firm-developed and third-party model strategies.
Grace G
Series 66
Morristown, NJ
Benjamin F. Edwards & Company, Inc.
Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Regency Wealth Management, Liberty University, Columbia Bank New Jersey, and Cafe Amici. Outside of financial services, her background includes various roles in educational and community settings. Benjamin F. Edwards & Company provides investment advice and related services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies, combining model-based and customized portfolios, with ongoing due diligence and rebalancing to align with clients’ objectives and risk profiles.
Chryssanthe D
CFP®, Series 63
White Plains, NY
Benjamin F. Edwards & Company, Inc.
Chryssanthe Detroyer is a CFP® professional with 27 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2026. Prior to this, she spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company provides investment advice and related services to individual, retirement plan, trust, estate, and corporate clients, offering a range of model-based and customized investment strategies. The firm combines advisory and broker-dealer services with in-house trading and diverse financial offerings.
Jon Robert P
Series 66
Naples, FL
Benjamin F. Edwards & Company, Inc.
Jon Robert Price is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work history includes roles at Wesco and State Industrial Products. 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 in-house trading capabilities with third-party manager oversight.
Neal B
Series 63, Series 65
White Plains, NY
Benjamin F. Edwards & Company, Inc.
Neal Baumann is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he serves as a board member for Aging in America, Inc., a nonprofit organization providing services to the elderly. 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 investment management and advisory programs that include both firm-developed and third-party model strategies.
Scott M
CFP®, Series 63, Series 66
Grand Rapids, MI
Benjamin F. Edwards & Company, Inc.
Scott Mc Pheeters is a CFP® professional with 19 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously spent 16 years at Edward Jones. Based in Grand Rapids, MI, he holds Series 63 and Series 66 licenses. 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 and consulting services and employs a mix of firm-developed and third-party investment strategies with oversight from an Investment Strategy Committee.
Alexander F
Series 66
St. Louis, MO
Benjamin F. Edwards & Company, Inc.
Alexander Ferguson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and eight years of industry experience. Prior to joining Benjamin F. Edwards, he worked at L.M. Kohn & Company for nine years and has been involved with Millennium Financial Group since 2013. Outside of his advisory role, he assists with tax and legal administrative tasks at Robert E. Ferguson & Associates. 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 solutions that include firm-developed and third-party model strategies with ongoing oversight by an Investment Strategy Committee.
Jaela M
Series 66
Grand Rapids, MI
Benjamin F. Edwards & Company, Inc.
Jaela Mc Quillan is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 credential. She joined the firm in 2024 after spending ten years with Versiti Blood Centers. Benjamin F. Edwards & Co. provides investment advice and related services to a broad 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 operates as both an advisory firm and a broker-dealer.
Zachary W
CFP®, Series 66
Timonium, MD
Benjamin F. Edwards & Company, Inc.
Zachary Weiner is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He has been with Benjamin F. Edwards since 2018 and previously worked at JP Morgan from 2012 to 2018. 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, and nonprofit organizations, offering a range of advisory programs and investment strategies with oversight from an Investment Strategy Committee.
Tyson P
Series 63, Series 66
Troy, AL
Benjamin F. Edwards & Company, Inc.
Tyson Pugh is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and American Fidelity Assurance. Outside of his advisory role, he owns and operates a cattle farming business in Troy, Alabama. 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 variety of advisory programs and employs a combination of firm-developed and third-party investment models with ongoing strategic oversight.
Clifford B
Series 63, Series 66
Chesterton, IN
Benjamin F. Edwards & Company, Inc.
Clifford Bryan III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is an adjunct professor teaching investment and financial management at Valparaiso University and owns a family hunting lodge. 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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters