Benjamin F. Edwards & Company, Incorporated

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.

William Raymon is a CFP®-certified financial advisor with 28 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 and investment strategies that include firm-developed and third-party models with ongoing oversight and client customization.

Joseph Barrett Jr. is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2020. Prior to this, he worked for eight years at Ford Scott & Associates, LLC. 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 and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Lea Ashby is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She has been with Benjamin F. Edwards since 2018 and previously worked for Raymond James Financial Services, Inc. from 2002 to 2018. Outside of her advisory work, she is involved with the USDA CRP Tree Program in Salem, Illinois. 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 a range of clients including individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of advisory programs and investment management solutions that combine firm-developed and third-party model strategies.

James Garner Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns Garner Productions, an audio/video theatrical scriptwriting business where he works as a writer, producer, actor, director, and host. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with ongoing oversight from an Investment Strategy Committee.

Anthony Libero is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Cigna Group, The Deauville Inn, Penn State University, The Home Depot, St. Augustine Preparatory School, and Clearview Regional. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies with periodic strategic reviews overseen by an Investment Strategy Committee.

Jamie Brunner is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he co-owns an LLC focused on financial services under the name Brunner Wealth Management. 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 a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering a range of advisory programs and investment management solutions with oversight from an Investment Strategy Committee.

Rachel Lenhardt is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and three years of industry experience. She has worked at Benjamin F. Edwards since 2021 and previously held roles at UPS and Radisson Hotel Corning. Outside of her advisory work, she is an independent consultant for Arbonne, focusing on nutrition, skincare, and makeup. 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 nonprofit organizations, offering a variety of advisory programs and investment strategies that include both firm-developed and third-party models, with oversight by an Investment Strategy Committee.

David Hanson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Benjamin F. Edwards since 2010. Outside of his advisory role, Hanson is a minority partner in a local partnership involved in land ownership, farming, and wetland creation. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and manages portfolios using both firm-developed and third-party strategies, with oversight from an Investment Strategy Committee.

Lori Tetreault is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Benjamin F. Edwards since 2014. 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 overseen by an Investment Strategy Committee.

Amanda Rembert is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. She previously worked at Stifel and Wells Fargo Clearing. Outside of her advisory role, she serves as a board member for Eastern Catawba Cooperative Christian Ministry and Ashure Ministry, participating in charitable fundraising activities. 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 include firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Ilija Matoski is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and having 16 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Benjamin F. Edwards in 2021. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies, with ongoing oversight from an Investment Strategy Committee.

Jack Keller is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Blahnik Investment Group. 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 including firm-developed and third-party models with oversight from an Investment Strategy Committee.

Patricia Omalley is a financial advisor with Benjamin F. Edwards & Company, Inc. in Abilene, Kansas. She holds Series 63 and Series 66 licenses and has 34 years of industry experience, including over a decade at Benjamin F. Edwards since 2013. 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, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Christopher Foster is a financial advisor with Benjamin F. Edwards & Company, Inc. based in St. Louis, MO. He holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Co. provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies combining model-based and customized approaches, with ongoing due diligence and monitoring by both the firm and third-party managers.