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Kevin K
Series 63, Series 65
Lees Summit, MO
ON Investment Management CO
Kevin Kemmerer is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with ON Investment Management Company and its affiliates since 2014. Outside of his advisory role, Kemmerer is also involved in life and health insurance sales through Summit Pointe Financial Group. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, 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 and maintaining a dual-registration model that integrates advisory and broker-dealer activities.
Michael H
Series 63, Series 65
Brentwood, TN
ON Investment Management CO
Michael Haddad is a financial advisor with ON Investment Management Company in Brentwood, Tennessee, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1995 and National Life of Vermont since 1994. In addition to his advisory role, Haddad is licensed to sell various insurance products including life, disability, long-term care, fixed, health savings accounts, and dental and vision insurance. ON Investment Management Company is a SEC-registered 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 both discretionary and non-discretionary investment management through a combination of third-party managers and registered investment advisor-directed programs.
Michael S
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
Michael Sommers is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has worked at The O.N. Equity Sales Company and Hummel Insurance Agency since 1987. Outside of his advisory role, he is a partner at Hummel Group, Inc., involved in selling life, health, disability, and long-term care fixed annuities. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, 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 accounts, often integrating third-party investment programs.
Michelle D
Series 63, Series 65, Series 66
Cincinnati, OH
ON Investment Management CO
Michelle Degree is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her previous roles include positions at The O.N. Equity Sales Company, Michelle Marie, RBC Capital Markets, and CUSO Financial 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 through a combination of comprehensive and modular plans, third-party investment programs, and both discretionary and non-discretionary account management.
James C
Series 63, Series 65
Texarkana, TX
ON Investment Management CO
James Cobb is a financial advisor at ON Investment Management Company with 37 years of industry experience. He has been with The O.N. Equity Sales Company since 1989 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he is also involved in selling life and long-term care insurance. ON Investment Management Company serves a broad client base including individuals, families, trusts, charitable organizations, and businesses, offering financial planning, portfolio management, and retirement-plan advisory services. The firm combines comprehensive and modular planning with access to various third-party investment programs and maintains a dual-registration model integrating broker-dealer activities.
Dennis T
ChFC®, Series 63, Series 65
Pittsburgh, PA
ON Investment Management CO
Dennis Travis is a financial advisor with ON Investment Management CO in Pittsburgh, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience and has worked with The ON Equity Sales Company and Ohio National Financial Services for over 15 years. Outside of advisory services, he prepares tax returns and provides tax consulting. ON Investment Management Company is a 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 range of third-party investment programs and operates under a dual-registration model with both advisory and broker-dealer activities.
Alexander C
CFP®, Series 63, Series 66
Jacksonville, FL
ON Investment Management CO
Alexander Chandler is a CFP® professional based in Jacksonville, FL, with 17 years of industry experience. He is currently with ON Investment Management Company and has worked previously with firms including Fidelity and Raymond James. ON Investment Management Company is a SEC-registered investment 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 through a combination of discretionary and non-discretionary approaches.
Alishia T
Series 63, Series 65
Grand Haven, MI
ON Investment Management CO
Alishia Terrill is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2000. Outside of her advisory role, Terrill is involved in several business activities including serving as president of AMT Enterprises, working as an office manager for Terrill Financial Group, and engaging in roles related to natural skin care products and clothing design. ON Investment Management Company is a SEC-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 offers a range of third-party investment programs and manages client accounts through both discretionary and non-discretionary arrangements.
Richard B
ChFC®, Series 63, Series 65
Lyme, CT
ON Investment Management CO
Richard Boccaccio Jr. is a financial advisor at ON Investment Management CO with 40 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His career includes positions at the ON Equity Sales Company, Ohio National Financial Services, Guardian Life Insurance Co. of America, and he is the owner of Boccaccio & Associates, where he conducts life and health insurance sales. ON Investment Management CO 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 mix of discretionary and non-discretionary account management and maintaining a dual-registration model involving broker-dealer activities.
Karl S
CFP®, Series 63
Orrville, OH
ON Investment Management CO
Karl Schlabach is a CFP® with 28 years of industry experience currently affiliated with ON Investment Management CO. He has worked at Hummel Wealth Management, LLC since 2007 and The O.N. Equity Sales Company since 1998. In addition to his advisory roles, he is involved in insurance and annuity sales through Hummel Insurance Agency Inc. ON Investment Management Company is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management and offers access to various third-party investment programs.
Tim W
Series 63, Series 65
Rushville, IL
ON Investment Management CO
Tim Ward is a financial advisor with ON Investment Management CO based in Rushville, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2016 and Ohio National Financial Services since 2013. Outside of his advisory work, he serves as president of the board for a local 501(c)(3) Fitness and Community Center and for the Schuyler County Economic Commission, contributing to economic development in his hometown. 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 both discretionary and non-discretionary management, access to multiple third-party investment programs, and integrates broker-dealer activities within its dual-registration model.
Christopher H
Series 63, Series 65
Vienna, VA
ON Investment Management CO
Christopher Hill is a financial advisor with ON Investment Management Co. based in Vienna, VA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Hill is also the owner and founder of FuneralResources.com, an online educational platform providing information and resources for funeral and end-of-life planning. 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 through a combination of discretionary and non-discretionary accounts, utilizing third-party investment programs and a dual-registration model involving broker-dealer activities.
Paul E
CFA®, Series 63, Series 66
Amesbury, MA
ON Investment Management CO
Paul Elkind is a CFA® charterholder with 23 years of industry experience. He has worked at O.N. Investment Management Company and its affiliated entities since 2014 and has been associated with Ohio National Financial Services since 2013. In addition to his advisory role, he is engaged in insurance sales, including life, health, disability, and long-term care insurance, as well as fixed and equity-indexed annuities. O.N. Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model and offers both discretionary and non-discretionary investment programs.
J O
Series 63, Series 65
Novi, MI
ON Investment Management CO
J Otterbein is a financial advisor at ON Investment Management Company with 40 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory role, he is a life insurance sales representative. ON Investment Management Company is a SEC-registered investment adviser and a 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 provides access to third-party investment programs and manages both discretionary and non-discretionary assets through a dual-registration broker-dealer model.
Andrew U
ChFC®, Series 63, Series 65
Shavano Park, TX
ON Investment Management CO
Andrew Ullmann is a financial advisor with ON Investment Management CO, holding a ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has held roles at The O.N. Equity Sales Company, Ohio National Financial Services, Mass Mutual Life Insurance, and Guardian Life Insurance Company. Outside of his advisory work, he owns Concord Financial Services, where he provides life and health insurance products and serves as a lecturer for CPA continuing education. ON Investment Management CO is a multi-team 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 discretionary and non-discretionary programs and maintains a dual-registration model involving ongoing broker-dealer activity.
Alexander H
Series 63, Series 65
Lee's Summit, MO
ON Investment Management CO
Alexander Halsey is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at The O.N. Equity Sales Company, AuguStar Life Insurance Company, Summit Pointe Financial Group, Crown Automotive Group, Laird Noller Automotive Group, and he previously taught at Olathe East High School. 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 a dual-registration model involving broker-dealer activities.
Robert M
ChFC®, Series 63, Series 66
Placentia, CA
ON Investment Management CO
Robert Mitchell is a financial advisor at ON Investment Management CO with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, and VOYA Financial Advisors. Mitchell is also president of Mitchell Financial Solutions, where he is involved in insurance sales and agent training. 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 combination of discretionary and non-discretionary investment solutions, often integrating third-party investment programs.
Randall D
ChFC®, Series 63, Series 65
Findlay, OH
ON Investment Management CO
Randall Diehl is a financial advisor with ON Investment Management Company, holding the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. His prior roles include positions at Royal Alliance and Ohio National Financial Services. He serves as a member of the Hancock County Public Defenders Commission, providing oversight for the local public defenders office. ON Investment Management Company is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm combines advisory and broker-dealer activities, with client accounts managed through both discretionary and non-discretionary strategies, often involving third-party managers.
Dylan W
Series 66
Novi, MI
ON Investment Management CO
Dylan Woebkenberg is a financial advisor with ON Investment Management Company, holding a Series 66 credential and three years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2023. In addition to his advisory role, he is also a licensed life insurance agent for Ohio National. ON Investment Management Company (ONIMCO) 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 both discretionary and non-discretionary investment programs and operates a dual-registration model through its affiliated broker-dealer.
James M
Series 63, Series 65
Lake Forest, IL
ON Investment Management CO
James Murphree II is a financial advisor with ON Investment Management Company in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Since 2007, he has worked with The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, Murphree serves as president of several consulting and business ventures, including Murphree Investment Group and International Forestry, Inc., and he is a member of the board of directors for Maple Valley Cooperative. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, 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 strategies and access to various third-party investment programs.
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