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Dennis A

CFP®, Series 63, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Dennis Anderson is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. He is also the owner of a grain and livestock farm in Viola, Illinois. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving 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 that incorporate both proprietary and third-party strategies.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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David R

Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

David Reilly is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with Benjamin F. Edwards & Co since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third parties, supported by an in-house trading desk and an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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James W

Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

James Wormley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He has been with Benjamin F. Edwards since 2013 and holds the Series 66 designation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement and investment management consulting, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Megan A

Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Megan Anderson is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 license and has two years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Golden Technology and Randstad Technologies. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing both discretionary and non-discretionary wrap programs with various model strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Katharine L

Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Katharine Lois is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years before joining her current firm. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of investment management and financial planning services through consolidated wrap programs that include both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Matthew W

CFP®, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Matthew Wormley is a CFP® professional with 13 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing strategies managed internally and by third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Eric A

CFP®, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Eric Anderson is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. He has been with the firm since 2018 and previously worked at Pandora Media. Anderson serves as a board member of the Fox River Grove Police Pension Board, providing oversight of the village police pension fund and disability issues. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs and investment strategies managed by internal teams and third-party managers, combining custody, execution, and advisory services through a large network of advisors.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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James G

Series 63

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

James Goehl is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and with 41 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Benjamin F. Edwards in 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies managed internally and by third parties.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Timothy O

Series 63, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Timothy Oman is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as a part-time football coach at Alden Hebron High School and Woodstock North High School District 200. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers various investment strategies through wrap programs, combining custody and execution services with internally managed trading desks.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Brian R

Series 63

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Brian Reilly is a financial advisor at Benjamin F. Edwards & Company, Inc. with 56 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards & Co since 2013. Outside of his advisory role, he serves as a trustee for his deceased father-in-law’s investment-related affairs. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a variety of managed strategies with ongoing monitoring and rebalancing.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jeanette M

Series 63, Series 66

Woodstock, IL

Benjamin F. Edwards & Company, Inc.

Jeanette Murray is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services, utilizing a variety of managed strategies and maintaining an internal trading desk.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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