Rome, GA Office

James Holder Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Benjamin F. Edwards & Co since 2014. The firm is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. Benjamin F. Edwards offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Tracie Kanelos is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2014. 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 ongoing oversight from an Investment Strategy Committee.

James Holder III is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63, 65, and 66 licenses and with 24 years of industry experience. He has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers a combination of model-based and customized investment strategies, with ongoing due diligence and monitoring conducted by its advisors and third-party managers.

Michael Wood is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2015. He is based in Rome, GA, and serves as president of the Shoals Ferry Homeowners Association, coordinating community projects for his neighborhood. 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 investment strategies and advisory services with oversight from an Investment Strategy Committee.

Jon Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, Georgia, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a partial owner of Big Spoon Holdings, Inc., a real estate investment company, and serves as a co-trustee for a local shelter trust. 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 strategies that include both firm-developed and third-party models, with ongoing oversight by an Investment Strategy Committee.

Marsha Mayben is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a 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 serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and employs both firm-developed and third-party model strategies with oversight from an Investment Strategy Committee.

Michael Crego is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he is a donor-advisor with the American Endowment Foundation, where he directs grants to charities. 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, and charitable organizations, offering a range of investment management and financial planning services utilizing both firm-developed and third-party strategies.

Sarah Jefferson is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in Rome, GA, where she has worked since 2021. She has three years of industry experience, including prior roles at Cartersville City Schools and Ashton Staffing. 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 oversight from an Investment Strategy Committee.

James Smith is a financial advisor at Benjamin F. Edwards & Company, Inc. in Rome, GA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He 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 and consulting services alongside a mix of firm-developed and third-party investment strategies.

Rhea Aronhalt is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. She holds the Series 66 license and is based in Rome, GA. 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 that combine firm-developed and third-party models with ongoing oversight and client-specific customization.

Derek Taylor is a CFP® and holds a Series 66 license with four years of industry experience. He is based in Rome, GA, and has been affiliated with Berry College since 2007. He is currently a financial advisor at Benjamin F. Edwards & Company, Inc. 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 firm-developed and third-party model strategies with ongoing portfolio oversight.