Joseph Petty is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. Outside of his advisory role, he serves as a trustee for McCallie School in Chattanooga, attending quarterly meetings to discuss the school’s direction. 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 using a range of model strategies and advisory programs with ongoing portfolio oversight.

Tammy Vona is a financial advisor at Benjamin F. Edwards & Company, Inc. with 26 years of industry experience. She has been with Benjamin F. Edwards since 2011 and holds a Series 63 designation. 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 variety of advisory programs, financial planning, and investment management services.

Julie Wilson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Benjamin F. Edwards since 2012. 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 a range of model-based and customized investment strategies and combines advisory services with broker-dealer capabilities and in-house trading.

Joseph Pollak is a financial advisor at Benjamin F. Edwards & Company, Inc. in Chattanooga, TN, with 27 years of industry experience. He has been with Benjamin F. Edwards since 2011. He holds the Series 63 designation. 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 management solutions that include firm-developed and third-party model strategies with ongoing oversight from an Investment Strategy Committee.

Joseph Donnovin Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Chattanooga, TN. He holds a Series 63 designation and has 44 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 diverse client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies ranging from model-based to customized portfolios, combining mutual funds, ETFs, and separately managed accounts, with ongoing due diligence and rebalancing conducted by the firm and third-party managers.