Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Steven G
Series 63, Series 66
Abingdon, VA
ON Investment Management CO
Steven Gibson is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with The O.N. Equity Sales Company since 2009, Ohio National Financial Services since 2008, and Northwestern Mutual Life Insurance Company since 2003. Outside of his advisory work, he owns Oakmont Tech LLC, a mobile app development business through which he designs and releases apps. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of investment programs and frequently combines discretionary and non-discretionary management approaches, with many advisers also operating as registered representatives through an affiliated broker-dealer.
Nickolas S
CFP®, Series 63, Series 65
Novi, MI
ON Investment Management CO
Nickolas Sanchez is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience. He has been with O.N. Investment Management Company and its affiliated firms since 2011. Outside of his advisory role, he works as an independent agent in life insurance sales. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and both discretionary and non-discretionary account management.
David S
Series 66
Cincinnati, OH
ON Investment Management CO
David Schlabach is a financial advisor with ON Investment Management Co. and holds a Series 66 credential. He has 38 years of industry experience, including long-term roles at The O.N. Equity Sales Company and Hummel Wealth Management. Outside of his advisory work, he owns a retail store specializing in folk art and crafts and serves on the board of a community bank. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary asset management, utilizing a dual-registration model with affiliated broker-dealer activities and access to several third-party investment programs.
Kathryn L
Series 66
Greenwood Villa, CO
ON Investment Management CO
Kathryn Lutz is a financial advisor at ON Investment Management Company with six years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab & Co., Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs.
Ryan B
Series 66
Washington Street, MD
ON Investment Management CO
Ryan Buck is a financial advisor with ON Investment Management Company, holding a Series 66 credential and bringing 23 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Investment Professionals, Ohio National Financial Services, and Freedom Broker Services. Outside of advising, he serves as treasurer for the Covert Resort Association and consults on charitable gifts for non-profit entities related to special needs education. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a combination of discretionary and non-discretionary services and maintains a dual-registration model involving broker-dealer activities.
Nicholas S
Series 66
Wooster, OH
ON Investment Management CO
Nicholas Sparr is a financial advisor at ON Investment Management Co. with one year of industry experience. He holds a Series 66 designation and has worked at several affiliated firms since 2024, including Hummel Wealth Management, The O.N. Equity Sales Company, and The Hummel Group. Prior to his advisory roles, he was involved with Ashland University and the Boys & Girls Club. ON Investment Management Company (ONIMCO) is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans, access to third-party investment programs, and a dual-registration model where advisors may act as registered representatives.
Frank C
ChFC®, Series 63
King of Prussia, PA
ON Investment Management CO
Frank Cariola is a financial advisor with ON Investment Management Company, holding the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2010 and has concurrent roles with Ohio National Financial Services and Capital Analysts Incorporated since 2009. Outside of his advisory work, Cariola is involved with Gideons International as a membership chairman, distributing Bibles globally in schools, prisons, hospitals, and hotels. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and operates under a dual-registration model combining advisory and broker-dealer services.
Peter C
ChFC®, Series 63
Collegeville, PA
ON Investment Management CO
Peter Cisick is a financial advisor at O.N. Investment Management Company with 31 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with O.N. Investment Management since 2016. Cisick is also president of an insurance sales business specializing in individual and group life, medical, disability, long-term care, and fixed annuities. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, as well as access to various third-party investment platforms.
Stefan F
Series 63
Napoleon, OH
ON Investment Management CO
Stefan Faerber is a financial advisor at ON Investment Management CO with seven years of industry experience. He holds a Series 63 designation and has worked with The O.N. Equity Sales Company since 2019. Outside of advising, he co-owns The Remade House, LLC, where he and his spouse engage in residential house flipping as a hobby. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary asset management through third-party programs and maintains a dual-registration model involving broker-dealer activities.
Bradford S
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
Bradford Smith is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior experience includes roles at Ameritas Advisory Services, Ameritas Investment Company, and Merrill. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors, offering both discretionary and non-discretionary investment management with access to a range of third-party programs.
Dennis G
ChFC®, Series 66
Stockton, CA
ON Investment Management CO
Dennis Goldstrand is a ChFC® and Series 66 credentialed financial advisor with 48 years of industry experience. He has been associated with ON Investment Management Company since 2001 and has held roles with American Express Corporate Services, The O.N. Equity Sales Company, Augustar Financial, Goldstrand Planning Group, and Goldstrand Financial & Insurance Services. Outside of his advisory work, he is the owner of Goldstrand Planning Group, providing fee-based investment advisory and financial planning services. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management approaches and maintains a dual-registration model supporting broker-dealer activities.
John C
Series 63
Bloomington, MN
ON Investment Management CO
John Campbell is a financial advisor with ON Investment Management Company in Bloomington, MN, holding a Series 63 license and bringing 43 years of industry experience. He has worked with The O.N. Equity Sales Company since 2006 and has prior experience at Ohio National Financial Services and New England Securities dating back to 1990. Outside of his advisory role, Campbell is also active as a career agent in insurance, providing sales and counsel on life insurance, annuities, disability, and long-term care insurance. ON Investment Management Company is a multi-team, SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement-plan sponsors. The firm offers comprehensive financial planning, portfolio management, and access to various third-party investment programs, managing assets through a combination of discretionary and non-discretionary arrangements.
Jordan F
Series 63, Series 65
Des Moines, IA
ON Investment Management CO
Jordan Funke is a financial advisor with ON Investment Management CO in Des Moines, IA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with The O. N. Equity Sales Company since 2014 and has experience at Ohio National Financial Services and The Financial Specialists since 2012. Outside of his advisory role, he is involved in estate planning facilitation through Estate Documents Pro, LLC, and engages in the sale of life insurance and non-registered insurance products. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans, access to third-party investment programs, and maintains a dual-registration model supporting both advisory and broker-dealer activities.
Donald M
ChFC®, Series 63, Series 65
Thomson, GA
ON Investment Management CO
Donald McNeill is a financial advisor at ON Investment Management Co. with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at The O.N. Equity Sales Company since 2018, Ohio National Financial Services since 2017, and Foresters Equity Services, Inc. from 2013 to 2018. Additionally, he owns McNeill Financial Services, LLC, where he conducts insurance sales including fixed life and annuities. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of comprehensive and modular planning options and access to third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary relationships.
Morgan L
Series 66
Cedar Rapids, IA
ON Investment Management CO
Morgan Less is a financial advisor with ON Investment Management Company in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. Prior to joining ONIMCO, Morgan worked for Collins Aerospace for 13 years. Outside of advisory work, Morgan collaborates with Quantum to identify fixed annuities and fixed-indexed annuities for clients seeking these products. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary account management and operates a dual-registration model involving broker-dealer activity and solicitor arrangements.
Zachary M
Series 63, Series 65
Madison, WI
ON Investment Management CO
Zachary Morley is a financial advisor with ON Investment Management Company in Madison, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The O.N. Equity Sales Company, Ohio National Financial Service, and Wisconsin Financial since 2015. Morley serves on the board of directors for Easter Seal Wisconsin, a nonprofit organization. ON Investment Management Company is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment programs, with advisers often acting as registered representatives of the affiliated broker-dealer and recommending third-party managers.
Luke M
Series 63, Series 66
Des Moines, IA
ON Investment Management CO
Luke Meseck is a financial advisor at ON Investment Management CO with nine years of industry experience. He previously worked at Wells Fargo for 11 years before joining his current firm, where he has been since 2022. Outside of his advisory role, he is a co-founder of Something 2B Celebrated LLC, a custom teepee sleepover service for children. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs.
Joanne K
Series 63, Series 65
Novelty, OH
ON Investment Management CO
Joanne Koster Wilson is a financial advisor at ON Investment Management Company with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ohio National Financial Services and THE O.N. Equity Sales Company since 2005. In addition to her advisory role, she is also involved in insurance sales, including life and long-term care insurance. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs and maintains dual-registration with broker-dealer activities.
Dillon H
Series 63, Series 65
Lexington, KY
ON Investment Management CO
Dillon Harper is a financial advisor with ON Investment Management Company in Lexington, KY. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to his current role, he has worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Spectrum Financial Alliance. Harper is also involved with Annual Retirement Review, LLC, a marketing company aimed at generating leads for financial advising services. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary investment programs.
Anthony N
Series 66
Des Moines, IA
ON Investment Management CO
Anthony Nietzel is a financial advisor with ON Investment Management Company in Des Moines, IA, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Athene Securities, Edward Jones, and The O.N. Equity Sales Company. Outside of finance, he has experience in the hospitality sector, including positions at Boulder Tap House and Maxwell's On The River. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary portfolio management, often through registered representatives who recommend third-party managers or construct portfolios within advisory programs.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters