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Wesley M

Series 63

Bellevue, OH

Edward Jones

Wesley Miller is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory role, he serves as an assistant baseball coach for Norwalk High School, working specifically with the pitching staff. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeffrey R

Series 66

Sandusky, OH

Cetera

Jeffrey Rosengarten is a financial advisor at Cetera with eight years of industry experience. He has worked at Avantax Investment Services and 1ST Global Advisors, and also owns Payne Nickles and Company, a CPA firm providing tax and business advisory services. He serves on the board of Goodwill Industries of Erie, Huron, Ottawa, and Sandusky Counties. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, including access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tamara S

Series 63

Sandusky, OH

Cetera

Tamara Schaefer is a financial professional with 31 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has been with Cetera Advisors LLC since 2013. Outside of her advisory role, she is involved in operating Sharky Limousine Service LLC and TNT Enterprises LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michelle F

Series 66

Fremont, OH

Edward Jones

Michelle Fairbanks is a Series 66-licensed financial advisor with Edward Jones in Fremont, OH, and has 15 years of industry experience. She has been with Edward Jones since 1996. Outside of advising, she is the owner and bookkeeper of a construction business, Fairbanks Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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