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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.

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 L

Series 63

Destin, FL

Benjamin F. Edwards & Company, Inc.

James Luttrell Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc. in Destin, Florida, holding a Series 63 designation and bringing 40 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—including high-net-worth clients—as well as corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions.

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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Nicholas B

Series 63

Destin, FL

Benjamin F. Edwards & Company, Inc.

Nicholas Barlotta Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 30 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of advising, he teaches a course titled "Fundamentals of Investing" at Troy State Lifelong Learning and has a majority ownership in a food distribution and sales business. 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, financial planning, and investment management services using both 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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Heather W

Series 66, Series 63

Destin, FL

Benjamin F. Edwards & Company, Inc.

Heather Weidenhamer is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 66 and Series 63 credentials and has four years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Regions Bank, Mutual of America, Wells Fargo Advisors, and JPMorgan Securities LLC. Outside of finance, she has been involved with H Pack Pet Services since 2018. 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 and combines financial planning, consulting, and active portfolio management with broker-dealer services and 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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Christopher O

Series 63

Destin, FL

Benjamin F. Edwards & Company, Inc.

Christopher Ogle is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 25 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2021. Outside of his advisory role, he has sole ownership of a rental property in Santa Rosa Beach, Florida. 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 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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Matthew D

Series 66

Destin, FL

Benjamin F. Edwards & Company, Inc.

Matthew Dahlman is a financial advisor at Benjamin F. Edwards & Company, Inc. with 15 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds a Series 66 designation. Outside of his advisory role, Dahlman serves as Treasurer for the Destin Little League, a youth baseball organization. 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 include 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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Nicholas B

Series 66

Destin, FL

Benjamin F. Edwards & Company, Inc.

Nicholas Barlotta III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 18 years of industry experience. He has been with Benjamin F. Edwards since 2013 and concurrently serves in the United States Air Force Reserves as an aircraft fuel systems craftsman. Outside of his advisory role, he is involved in the food manufacturing and distribution business through Barlotta Food Group and serves as vice president on the HOA board for Windsor Estates in Santa Rosa Beach, Florida. 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 charitable organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client-specific 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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