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Jamie B

CFP®, Series 66

Decatur, IL

Benjamin F. Edwards & Company, Inc.

Jamie Brunner is a CFP® with 18 years of industry experience. He is currently an independent financial advisor at Benjamin F. Edwards & Company, Inc., where he has worked since 2015. Outside of his advisory role, he co-owns a farmland property through a family LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charities, and institutions. The firm offers fee-based wrap programs and a wide range of investment strategies managed internally and by third parties.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Todd B

Series 63, Series 66

Decatur, IL

Benjamin F. Edwards & Company, Inc.

Todd Brunner is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 credentials and has 21 years of industry experience. Prior to his current role, he spent 10 years with Benjamin F. Edwards & Co. Brunner has a 50% ownership interest in an independent financial advisory firm, Brunner Wealth Management. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management, employing both strategic multi-year allocations and tactical adjustments reviewed by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Emily B

Series 66

Decatur, IL

Benjamin F. Edwards & Company, Inc.

Emily Barnes is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at Hickory Point Bank & Trust and Soy Capital Bank & Trust. Benjamin F. Edwards & Company serves a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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