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Brendan W

Series 66

Sandusky, OH

Edward Jones

Brendan Wehner is a financial advisor with Edward Jones in Sandusky, Ohio, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bowling Green State University and Great Wolf Resorts. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a network of more than 23,000 financial advisors nationwide.

College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Jason B

CFP®, Series 66

Norwalk, OH

Edward Jones

Jason Bradford is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at PNC Investments from 2015 to 2022. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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

CFP®, Series 66

Norwalk, OH

Cambridge Investment Research Advisors

Emily Hipp is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Commonwealth Financial Network and Gryphon Financial Partners. She also operates Hipp & Associates, focusing on insurance, benefits, and human resources advisory services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementation options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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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Jacob B

Series 66, Series 63

Norwalk, OH

Fidelity

Jacob Butler is a financial advisor with Fidelity Investments in Norwalk, Ohio, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Fidelity in 2022, he worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2020 to 2022, and at Northwestern Mutual from 2017 to 2020. He has also held roles at Purdue University Global and NYLife Securities. Fidelity's Strategic Advisers LLC, where Butler is based, offers investment management and advisory services to retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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Joseph B

CFP®, Series 66

Norwalk, OH

Edward Jones

Joseph Bradford is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he spent six years at Saber Healthcare Group LLC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment options, operating under a fiduciary standard.

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