user avatar

Bradley Zoeller

Advisor at Edward Jones

Updated today

Location

Fostoria, OH 44830

Credentials

CFP®, Series 66

Industry experience

6 years

About

Bradley Zoeller is a CFP® professional at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Concordance Healthcare Solutions, Burns Financial Solutions, Charles Schwab, and New Riegel Local Schools. Outside of financial advising, Zoeller manages a farming operation and serves on the audit committee for New Riegel Local Schools. 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 options, supported by a nationwide network of more than 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

113 E Center Street

Fostoria, OH 44830

Most active in

Ohio · Texas

Work history

Edward Jones

2019 - Present (7 years)

Concordance Healthcare Solutions

2019 - 2019 (1 year)

Burns Financial Solutions

2018 - 2019 (1 year)

Charles Schwab

2018 - 2018 (1 year)

Concordance Healthcare Solutions

2017 - 2018 (1 year)

New Riegel Local Schools

2017 - 2018 (1 year)

Bowling Green State University

2016 - 2019 (3 years)

Manpower

2016 - 2016 (1 year)

Dundore Plumbing and Heating

2016 - 2016 (1 year)

New Riegel Local Schools

2004 - 2016 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

James H

Series 65

Findlay, OH

Infresh, Inc.

James Harpst is a financial advisor at Infresh, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at InFresh Financial Network, LLC since 2011 and previously at Harpst Insurance Services from 2010 to 2019. Infresh serves individual investors and employers sponsoring retirement plans by offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical asset-allocation approach and provides an automated ETF-based investment program alongside custom-managed accounts.

Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
user avatar

Brayden T

Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Brayden Thomas is a financial advisor at Resolute Wealth Advisor, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Miami University. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a framework that treats markets as generally efficient, using institutional platforms and a formal investment committee to support fiduciary monitoring and participant education.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Tammy T

PFS™

Findlay, OH

Tonjes Financial Group

Tammy Tonjes is an Investment Adviser Representative at Tonjes Financial Group and holds the PFS™ designation. She has been a CPA and Managing Member at H&K Financial since 2015, where she manages tax preparation and accounting services. In addition, she serves as Managing Member of Nado Properties, LLC, a real estate business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm offers comprehensive financial planning and investment management, utilizing model portfolios, tax-sensitive allocation, and third-party platforms to support its services.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Dual Income Family
user avatar

Bradley T

Series 65

Findlay, OH

Tonjes Financial Group

Bradley Tonjes is a financial advisor at Tonjes Financial Group with a Series 65 credential and no prior industry experience. Before joining Tonjes Financial Group in 2025, he worked at Owens Corning and has experience in administrative roles including at H&K Financial. Outside of advising, he owns and operates a residential real estate investment and leasing business. Tonjes Financial Group is a fee-only, fiduciary advisory firm serving individuals, families, and business owners. The firm uses model portfolios, tax-sensitive allocation, and both discretionary and non-discretionary management, supported by a third-party turnkey asset management platform and an affiliated tax and accounting practice.

General retirement planning Retirement income strategy Social Security optimization College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired Dual Income Family
user avatar

Ryan G

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Ryan Geary is a CFP® with eight years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2022. Prior to this, he worked at NYLIFE Securities, LLC and St. Bonore Financial, among others. Outside of his advisory role, he is an owner of rental property through G & J Northwest Rentals, LLC. Resolute Wealth Advisor, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm emphasizes asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework and offers specialized services for retirement plans and institutional clients.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Scott H

CFP®, Series 63, Series 65

Findlay, OH

Resolute Wealth Advisor, Inc.

Scott Hohman is a CFP® with 24 years of industry experience, currently serving at Resolute Wealth Advisor, Inc. since 2017. Prior to this, he worked at Strategic Investment Advisors, LLC for 12 years. He also acts as a life insurance and fixed annuities agent on an as-requested basis. Resolute Wealth Advisor, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s investment approach focuses on asset allocation, diversification, and factor-aware equity exposure within a generally efficient market framework, supported by institutional platforms and a formal investment committee.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")