Ryan Donahue is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 65 and Series 63 licenses and joined the firm in 2025. Prior to his current role, he worked at UNFI for eight years and Centrex Inc for two years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment and financial planning services through fee-based wrap programs and manages portfolios using both proprietary and third-party strategies.

Stacey Tollefson is a Series 66–licensed financial advisor at Benjamin F. Edwards & Company, Inc. with 14 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, accumulating over two decades of experience before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing a range of strategies managed internally and by third parties.

Anne Mccarver is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of her advisory role, she serves as an arbitrator for NASD Dispute Resolution. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, with oversight from an Investment Strategy Committee.

James Tollefson is a CFP® professional at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as co-trustee for family trusts. Benjamin F. Edwards & Company is a full-service SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody, execution, and advisory services through a large network of advisors.

Eric Brown is a CFP® with 37 years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc., having joined in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2024. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.

Katherine Annulli is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has experience working in organizational and audience engagement roles prior to joining the firm. Outside of her advisory role, she has been involved with her own organizing business since 2015. 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 plan consulting, and investment management consulting, utilizing a variety of managed strategies and maintaining an internal trading desk to support its advisory services.