Ross Farley

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Suamico, WI 54173-8271

Credentials

Series 66

Industry experience

4 years

Expertise

Retirement income strategy Wealth management Retirement withdrawal strategies Business ownership considerations

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2022 - Present (4 years)

C.H. Robinson

2013 - 2021 (8 years)

Disclosures

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

Mark Z

Series 66

Green Bay, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Startup equity planning Business ownership considerations General retirement planning Founder/Business Owner

Jonathan S

Series 66

Suamico, WI

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Professional Athlete Doctor or Medical Professional Founder/Business Owner

Ilya D

Series 66

Green Bay, WI

Merrill

Ilya Dayter is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Green Bay, Wisconsin. He provides wealth management services to a diverse clientele, including business owners, entrepreneurs, corporate executives, and individual investors across the country. Ilya’s practice emphasizes a comprehensive approach, working closely with clients and their professional advisors to integrate areas such as employee benefits, trust and wealth transfer planning, and exit strategies. Prior to his financial services career, Ilya served in the United States Air Force, participating in Operation Enduring Freedom and Operation Iraqi Freedom, and held roles involving coalition coordination and infrastructure development partnerships. He holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ilya earned a bachelor’s degree from Chapman University and is fluent in English and Russian. Beyond his professional role, Ilya is involved in several community and veteran organizations. He serves on the Village of Howard Police and Fire Commission and has been active with the Bank of America Military Support & Assistance Group, the Northeast Wisconsin Veterans Alliance, Freedom House, and the Howard Suamico Business Professional Association, where he previously served as president. He resides in Green Bay with his family and enjoys activities such as traveling, gardening, golf, tennis, scuba diving, skiing, and spending time with his family.

Wealth management Business exit / sale strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive Mid-Career Professionals Established Professionals Sandwich Generation Immigrants

Justus H

Series 66

Green Bay, WI

Merrill

Justus Hedeen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on aligning client goals with suitable financial strategies and conducts due diligence on the team’s investment strategies and portfolios. His client services encompass areas such as endowments, foundations, non-profits, defined contribution plans, legacy and LGBT wealth planning, retirement income, tax minimization, and socially responsible investing. Justus began his financial services career in 2003 at a Fortune 100 company as an Investment Analyst specializing in corporate bonds. He holds the Chartered Financial Analyst® (CFA®) designation earned in 2006, as well as additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from the University of Chicago in 2003 with degrees in Economics and Mathematics. Outside of work, Justus enjoys cooking, football, music, reading, and traveling with his wife Katie and their two sons. He serves as Vice President of the board for CASA (Court Appointed Supervisory Advocates) of Brown County. Justus was recognized as a member of the RH Group Wealth Management team on the Forbes “Best-in-State Wealth Management Teams” list in 2023, 2024, and 2025.

Wealth management Retirement income strategy Retirement withdrawal strategies Social Security optimization ESG / Sustainable investing LGBTQIA Values-based investing

Keith N

Series 66

Green Bay, WI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner

Lee S

Series 66

Suamico, WI

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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