Derek Lunka is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards Wealth Management, LLC since 2019. He has also been affiliated with Benjamin F. Edwards & Co. since 2011. Outside of his advisory role, he is the owner of Lakenorth Investment Group, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management offers advisory services to a diverse client base, including individuals, retirement plans, trusts, and organizations. The firm provides discretionary investment management and financial planning, operating on a multi-custodian platform and utilizing both in-house and third-party money management solutions.

Matthew Smith is a financial advisor at Benjamin F. Edwards Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Wachovia Bank, N.A. Outside of his role at Benjamin F. Edwards, he is involved with Lakenorth Investment Group, LLC, where he provides investment advice as an independent contractor. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm offers discretionary investment management, financial planning, and consulting services, implementing portfolios through a combination of internal portfolio managers, affiliated broker-dealer solutions, and third-party managers.

Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.

Kyle Steele is a financial advisor with Benjamin F. Edwards Wealth Management, LLC in Lexington, KY, holding a Series 66 designation and 9 years of industry experience. His prior work includes roles at Robert Baird & Co. and Hilliard Lyons. Outside of his advisory work, he owns KCS Group LLC, through which he provides investment advice. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and institutional entities. The firm offers discretionary investment management, financial planning, and customized consulting, implementing portfolios using a variety of internal and third-party resources.

Larry Crosthwaite is a financial advisor with Benjamin F. Edwards Wealth Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. He is also the majority owner of Elkhorn Private Wealth, LLC, an investment advisory firm based in Lexington. Benjamin F. Edwards Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, and organizations, offering discretionary investment management, financial planning, and consulting services. The firm operates on a multi-custodian platform and combines proprietary and third-party investment solutions to manage accounts.

Nicole Avery Young is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Benjamin F. Edwards & Co. since 2017 and previously worked for the Bolivar R-1 School District. Benjamin F. Edwards Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable entities. The firm offers discretionary investment management, financial planning, and consulting through multiple portfolio management strategies and maintains a multi-office team managing approximately $705 million in discretionary assets.