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John R
Series 66
Chicago Heights, IL
ON Investment Management CO
John Rhode is a financial advisor at ON Investment Management CO with 11 years of industry experience. He holds a Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2018. Outside of his advisory role, he is involved in insurance sales and mortgage financing, working with realtors and builders to assist homebuyers. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and manages client assets through both discretionary and non-discretionary advisory relationships.
Joseph C
ChFC®, Series 63, Series 65
Conshohocken, PA
ON Investment Management CO
Joseph Cafiso is a ChFC® credentialed financial advisor with 37 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, he is involved as a co-captain of Jewel Charters LLC, offering inshore and offshore fishing trips. He works with ON Investment Management Company, a registered investment 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 utilizes a mix of discretionary and non-discretionary management and operates under a dual-registered broker-dealer model.
Douglas M
Series 66
Oakland, CA
ON Investment Management CO
Douglas Moss is a financial advisor with ON Investment Management Company in Oakland, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Parallel Advisors, LLC and Edward Jones Investments, as well as running his own consulting business. ON Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and utilizes both discretionary and non-discretionary management approaches, serving a diverse client base including high-net-worth individuals.
Benjamin W
Series 65
Orrville, OH
ON Investment Management CO
Benjamin Walton is a financial advisor at ON Investment Management Company with three years of industry experience. He holds a Series 65 designation and previously worked at Scofield and Company, LLC and EdgeTech Analytics, LLC. Outside of his advisory role, Walton is an event judge for the Ohio Athletic Commission and owns a marketing and branding company. 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, leveraging both discretionary and non-discretionary investment programs from various third-party providers.
Marvin D
Series 63, Series 65
Tyler, TX
ON Investment Management CO
Marvin Dennard is a financial advisor with ON Investment Management Company in Tyler, TX, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services since 2011 and with Henry Dennard Pfp since 2008. Outside of advising, he serves as an elder and check signer at Calvary Baptist Church. ON Investment Management Company is a SEC-registered adviser that 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 comprehensive and modular financial plans and access to a range of third-party investment programs, managing client accounts through a mix of discretionary and non-discretionary relationships.
Scott K
Series 63, Series 65
Spokane, WA
ON Investment Management CO
Scott Kine is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Integra Financial Services, Ohio National Financial Services, Integrated Business Network, and Princor Financial Services Corporation. Outside of his advisory work, he serves as an assistant coach for the Shadle Park High School varsity fast pitch team. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs through various third-party platforms.
Wendall K
Series 63, Series 65
Overland Park, KS
ON Investment Management CO
Wendall Kennedy is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for the past 10 years. Outside of his advisory role, he owns and manages an insurance business focusing on fixed insurance, annuities, long-term care, and health insurance. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and retirement-plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through both discretionary and non-discretionary accounts, utilizing a range of third-party investment programs.
Jay K
Series 63, Series 66
San Francisco, CA
ON Investment Management CO
Jay Kotecha is a financial advisor at ON Investment Management Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Perfect Price. Outside of his advisory role, he is involved in the sale and service of group life insurance through Embarcadero in San Francisco. 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 accounts and maintains a dual-registration model integrating broker-dealer activities.
James C
Series 63, Series 66
Texarkana, TX
ON Investment Management CO
James Cobb is a financial advisor at ON Investment Management Company with 57 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in the insurance and financial services sectors since 1964, including roles at The O.N. Equity Sales Company and The Lincoln National Life Insurance Company. Cobb is also actively involved in selling life and long-term care insurance. ON Investment Management Company is a SEC-registered adviser 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, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to various third-party investment programs.
Anna D
ChFC®, Series 63
Superior, WI
ON Investment Management CO
Anna Downs is a financial advisor with ON Investment Management Company holding the ChFC® and Series 63 designations and bringing 19 years of industry experience. She has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2006. 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 a combination of discretionary and non-discretionary strategies and a dual-registration model involving broker-dealer activities.
Jeffrey L
ChFC®, Series 63
Nashville, TN
ON Investment Management CO
Jeffrey Lynch is a financial advisor with ON Investment Management CO in Nashville, TN, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including over three decades with The O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory role, Lynch is a partner in a restaurant franchise and active in charitable work, serving as president of two nonprofit organizations. ON Investment Management Company (ONIMCO) 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 combination of discretionary and non-discretionary strategies and access to third-party investment programs.
Cory S
Series 63, Series 65
Paducah, KY
ON Investment Management CO
Cory Samsil is a financial advisor with ON Investment Management Company and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including long-term roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside finance, he is a partner in an insurance sales business and president of a steel fabrication company. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, and businesses through financial planning and portfolio management. The firm offers a range of advisory services and access to third-party investment programs, operating within a dual-registration model that combines advisory and broker-dealer activities.
Rachel D
Series 66
Gainesville, FL
ON Investment Management CO
Rachel Debigare is a financial advisor with ON Investment Management Company in Gainesville, FL, holding a Series 66 credential and three years of industry experience. Prior to her current role, she was associated with The O.N. Equity Sales Company for four years and worked with The Education Foundation of Alachua County for ten years. She is also involved with The Stimler Agency, where she provides financial advising related to life and disability insurance in addition to investment products. ON Investment Management Company is an SEC-registered 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 a variety of comprehensive and modular plans and access to third-party investment programs, operating with a dual-registration model that includes both discretionary and non-discretionary account management.
Robert E
CFP®, Series 63, Series 65
Camp Hill, PA
ON Investment Management CO
Robert Eichinger is a financial advisor with ON Investment Management CO in Camp Hill, PA, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over three decades at The O.N. Equity Sales Company. Outside of advising, he serves as president of Cumberland Financial Group, where he sells insurance products. ON Investment Management Company (ONIMCO), a subsidiary of The O.N. Equity Sales Company, provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services, including comprehensive and modular financial plans and access to third-party investment programs, with a client base primarily managed through a combination of discretionary and non-discretionary advisory relationships.
Marisa M
Series 63, Series 65
Madison, WI
ON Investment Management CO
Marisa Menzel is a financial advisor with ON Investment Management Company in Madison, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with ON Investment Management Company and its affiliates since 2013 and also has involvement in insurance sales and advisor services through Wealth Building Cornerstones LLC. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary account management through a range of third-party investment programs.
Jason S
Series 66
Madison, WI
ON Investment Management CO
Jason Sanger is a financial advisor with ON Investment Management Company in Madison, WI, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Wisconsin Financial Advisors and ongoing positions with THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is involved in training agents on sales systems through Wealth Building Cornerstone, LLC. ONIMCO is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a wide range of clients, including individuals, families, and institutional sponsors. The firm offers both discretionary and non-discretionary management through various third-party investment programs alongside a dual-registration broker-dealer model.
Trevor H
CFP®
Orrville, OH
ON Investment Management CO
Trevor Hostetler is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Hummel Wealth Management, LLC since 2007 and has been associated with The O.N. Equity Sales Company since 2001. He is affiliated with ON Investment Management Company, which provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a combination of comprehensive and modular financial plans and access to various third-party investment programs, operating under a dual-registration model with both advisory and broker-dealer activities.
Craig J
Series 63, Series 66
Bloomington, MN
ON Investment Management CO
Craig Johnson is a financial advisor with ON Investment Management Company in Bloomington, MN, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been associated with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years. Outside of his advisory role, Johnson serves on the board of the Minnesota Valley Country Club. ON Investment Management Company 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, estates, charitable organizations, businesses, and ERISA plan sponsors using both discretionary and non-discretionary investment approaches.
Deepak A
Series 63
Robbinsville, NJ
ON Investment Management CO
Deepak Appaya is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes roles at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of investment advisory, he serves as president of Appaya Financial, a business involved in the sale and service of non-registered insurance products. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment programs.
John S
CFP®, Series 66
Franklin, TN
ON Investment Management CO
John Scott is a CFP® with 21 years of industry experience, currently serving at ON Investment Management CO. He has concurrently held roles at The ON Equity Sales Company, Ohio National Financial Service, and World Financial Group, INC. Outside of his advisory work, he is involved in the sale and servicing of non-registered insurance products, including life insurance and fixed annuities. ON Investment Management CO is a multi-team SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm utilizes a combination of discretionary and non-discretionary management programs and maintains a dual-registration model involving broker-dealer activities.
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