Charles Edwards is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2025. 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, financial planning, and investment management solutions that include firm-developed and third-party model strategies.

Shawn Lambert is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Merrill, Bank of America, and JP Morgan Securities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with periodic strategic reviews and oversight from an Investment Strategy Committee.