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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.
Jason B
CFP®, Series 66
Sandusky, OH
Edward Jones
Jason Bradford is a financial advisor at Edward Jones in Sandusky, OH, holding CFP® and Series 66 designations with 18 years of industry experience. His prior roles include positions at PNC Wealth Management, PNC Investments, Natcity Investments, Inc., and 1 St Discount Brokerage, Inc. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
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.
Laurence B
Series 63
Port Clinton, OH
LPL Financial
Laurence Brown is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 designation and previously worked at Raymond James Financial Services Advisors and Edward Jones. Brown is also involved with DRW Financial Services, an investment-related business connected to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Joseph B
CFP®, Series 66
Sandusky, OH
Edward Jones
Joseph Bradford is a CFP® professional with six years of experience at Edward Jones and six years prior experience at Saber Healthcare Group LLC. He is based in Sandusky, Ohio, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.
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