Jonathon Bonnoront

Advisor at Merrill

Updated today

Location

Findlay, OH 45840

Credentials

Series 66

Industry experience

8 years

About

Jonathon Bonnoront is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a member of the Bonnoront-Mangiola Wealth Management Group, which includes three advisors, one Senior Relationship Manager, and two Client Associates. Jonathon works closely with clients to help them achieve financial goals such as retirement income planning, legacy planning, college education funding, and managing liquidity events.

Since beginning his financial services career in 2017, Jonathon has concentrated on a goals-based approach to wealth management. He listens carefully to clients' needs to ensure every strategy is tailored to their individual objectives. His expertise includes portfolio management, personal retirement planning, legacy planning, investment strategy for individuals and corporations, and specialized services for endowments, foundations, and non-profits. Drawing on resources from Merrill Lynch and Bank of America, he provides comprehensive support to address various aspects of clients' financial lives.

Jonathon holds a Bachelor's Degree from Mount Union College and professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Findlay with his wife, Casey. Outside of work, he has interests in cooking, football, ice hockey, reading, and skiing.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

127 E Main Cross St

Findlay, OH 45840

Most active in

Ohio · Texas

Work history

Bank of America, N.A.

2017 - Present (9 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2017 - Present (9 years)

Enterprise Holdings

2017 - 2017 (1 year)

Enterprise Holdings

2016 - 2017 (1 year)

Disclosures

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

Business activities & affiliations

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James H

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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)
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Brayden T

Series 65

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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.

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Findlay, OH

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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
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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
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Ryan G

CFP®, Series 63, Series 65

Findlay, OH

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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
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Scott H

CFP®, Series 63, Series 65

Findlay, OH

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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
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