Benjamin F. Edwards & Company, Inc.

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.

William Raymon is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2018 and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, 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. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that blend proprietary strategies and third-party models.

Joseph Barrett Jr. is a CFP® and Series 66–registered financial advisor with six years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2020 and previously worked at Ford Scott & Associates, LLC for eight years. 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, financial planning, investment management, brokerage, insurance products, and M&A advisory services.

Lea Ashby is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and with 22 years of industry experience. She has worked at Benjamin F. Edwards since 2018 and previously spent 16 years at Raymond James Financial Services. Outside of her advisory role, she is involved in the USDA CRP Tree Program in Salem, Illinois. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a comprehensive range of services, including advisory programs, financial planning, investment management, and brokerage services. The firm combines proprietary strategies with third-party models and operates its own equity and fixed income trading desk, offering both discretionary and non-discretionary managed solutions.

James Garner Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of finance, he is involved in theatrical scriptwriting and production through his company, Garner Productions. 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 advisory and brokerage services, including proprietary and third-party investment strategies, financial planning, retirement consulting, and M&A advisory.

Anthony Libero is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at This Cigna Group and held positions in several other organizations including Penn State University and The Home Depot. 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 financial planning, investment management, brokerage services, and certain M&A advisory services, utilizing both proprietary and third-party investment strategies.

Jamie Brunner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at Edward Jones for seven years prior to joining Benjamin F. Edwards. Outside of his advisory role, Brunner co-owns a financial services business, Brunner Wealth Management. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management consulting, brokerage services, insurance products, and M&A advisory services.

Rachel Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc., holding the Series 66 designation and three years of industry experience. Prior to joining Benjamin F. Edwards, she worked at UPS and Radisson Hotel Corning. She is also an independent consultant with Arbonne, focusing on nutrition, skincare, and makeup. 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 over 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage services, and insurance products.

David Hanson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he is a minority partner in a partnership focused on land ownership, farming, and wetland creation, and operates a farm property business in Wheaton, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension 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, investment management, and brokerage services, with managed solutions that combine proprietary and third-party strategies.

Lori Tetreault is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Benjamin F. Edwards & Co since 2014. Her prior experience includes 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management consulting, and brokerage services.

Amanda Rembert is a financial advisor at Benjamin F. Edwards & Company, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Stifel and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of Eastern Catawba Cooperative Christian Ministry and Ashure Ministry, assisting with charitable fundraising events. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and both discretionary and non-discretionary managed investment solutions.

Ilija Matoski is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Matoski is based in Chesterton, Indiana. 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 over 500 advisors. The firm offers a range of advisory programs and consulting services, utilizing proprietary and third-party strategies with both discretionary and non-discretionary managed solutions.

Jack Keller is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior firms include UBS Financial Services, Citigroup Global Markets, and Raymond James Financial Services. 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 provides a range of services including wrap-fee advisory programs, financial planning, and investment management, utilizing both proprietary and third-party strategies.

Patricia Omalley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Benjamin F. Edwards since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. 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 provides a range of services including advisory programs, financial planning, retirement plan consulting, investment management, and brokerage services, utilizing both proprietary and third-party investment strategies.

Christopher Foster is a financial advisor at Benjamin F. Edwards & Company, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Finra, U.S. Bancorp Investments, Inc., and Scottrade prior to joining his current firm. 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, investment management consulting, brokerage services, and certain M&A advisory services.