James Holder Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2014, following an 11-year tenure at Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory, combining proprietary strategies with third-party models and operating an internal equity and fixed-income trading desk.

Tracie Kanelos is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. She holds the Series 66 designation and has worked at Benjamin F. Edwards since 2014, following nine years at Wells Fargo Clearing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage, insurance products, and certain M&A advisory services.

James Holder III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has worked at Benjamin F. Edwards since 2014 and was previously with Wells Fargo Clearing from 2006 to 2014. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services, utilizing a combination of proprietary strategies and third-party model providers.

Michael Wood is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at Benjamin F. Edwards & Company since 2015, following roles at Wells Fargo Clearing and A. G. Edwards & Sons. Wood serves as president of the Shoals Ferry Homeowners Association, where he coordinates community projects and liaises with contractors. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary strategies with third-party model providers.

Jon Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Benjamin F. Edwards since 2013, and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advisory work, Lewis is a co-trustee for a local shelter trust in Rome, GA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models in discretionary and non-discretionary managed solutions.

Marsha Mayben is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. She has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is based in Rome, GA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and investment management solutions, including proprietary strategies and third-party model providers.

Michael Crego is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Benjamin F. Edwards since 2013, following roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he serves as a donor-advisor for the American Endowment Foundation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management combining proprietary strategies with third-party models.

Sarah Jefferson is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., based in Rome, GA. She has four years of industry experience, including prior roles in education and staffing before joining Benjamin F. Edwards in 2021. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage, and retirement consulting, utilizing both proprietary and third-party strategies with discretionary and non-discretionary managed solutions.

James Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Benjamin F. Edwards & Co since 2015, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, high-net-worth clients, and corporate entities. The firm offers a range of services such as advisory programs, financial planning, retirement consulting, and investment management, utilizing proprietary strategies and third-party models.

Rhea Aronhalt is a CFP®-credentialed financial advisor with 19 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2013 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Derek Taylor is a CFP® and Series 66-licensed advisor with Benjamin F. Edwards & Company, Inc., based in Rome, GA. He has five years of industry experience and has been affiliated with Berry College in some capacity since 2007. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, utilizing proprietary and third-party strategies across equity and fixed income portfolios.