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Vincent E

Series 63, Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Vincent Egan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies, 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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Philip P

Series 63, Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Philip Pascarella is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 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, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies overseen by 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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Marc A

CFP®, Series 63, Series 65

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Marc Apgar is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. 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 and investment management services utilizing both firm-developed and third-party 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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Grace G

Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Regency Wealth Management, Liberty University, Columbia Bank New Jersey, and Cafe Amici. Outside of financial services, her background includes various roles in educational and community settings. Benjamin F. Edwards & Company provides investment advice and related services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies, combining model-based and customized portfolios, with ongoing due diligence and rebalancing to align with clients’ objectives and risk profiles.

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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Charles P

Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Charles Porter III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with Benjamin F. Edwards since 2015. 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 management solutions that include 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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Mason P

Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Mason Piersall is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience in the industry beginning in 2024, with prior roles at Fiducient Advisors, MassMutual Life Insurance Co, and Mass Mutual Investors Services. Outside of finance, he has worked in the hospitality sector at Wood-n-Tap Bar and Grill. 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 that include both firm-developed and third-party models with ongoing oversight and strategic allocation 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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Anthony M

Series 63

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Anthony Miceli is a financial advisor with Benjamin F. Edwards & Company, Inc. in Morristown, NJ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves on the Advisory Board for Mutual Fund/ETF Research at Morningstar. 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 that include firm-developed and third-party models, with ongoing oversight by 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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Tarin C

Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Tarin Chiappa is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds the Series 66 designation and 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, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include 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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Joann M

Series 66

Morristown, NJ

Benjamin F. Edwards & Company, Inc.

Joann Mcdevitt is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously held roles at Steward Partners Investment Advisory, Raymond James Financial Services, and Wells Fargo Advisors. 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 models 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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