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Katherine M

Series 63, Series 65

Middleton, WI

ON Investment Management CO

Katherine Megna is a financial advisor with ON Investment Management Co in Middleton, WI, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. She has worked with the ON Equity Sales Company, Madison 56er's, Ohio National Financial Services, and operates Megna Financial, LLC. Outside of advising, she coaches youth soccer players and has been involved in developing training programs for youth and Olympic team initiatives in the Wisconsin region. ON Investment Management Company is a multi-team 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 investment programs through third-party managers and maintains a dual-registration model with broker-dealer activities.

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

Series 66

Tyler, TX

ON Investment Management CO

Tyler Ranta is a financial advisor with ON Investment Management CO, holding a Series 66 credential and one year of industry experience. Prior to joining ONIMCO, he worked at Ameriprise and has experience in education and service roles. ON Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a range of investment programs and employs a dual-registration model combining advisory and broker-dealer activities.

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

Series 66

Lee's Summit, MO

ON Investment Management CO

Benny Stewart is a financial advisor at ON Investment Management Co with 14 years of industry experience. He holds the Series 66 designation and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2019, following four years at Edward Jones. Stewart is also involved in insurance sales as an agent in Lees Summit, MO, and Omaha, NE. 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 a range of third-party investment programs and typically manages client accounts through a mixture of discretionary and non-discretionary relationships.

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

CFP®, Series 63

Bellingham, WA

ON Investment Management CO

Mark Hoemann is a financial advisor at ON Investment Management CO with 37 years of industry experience. He holds the CFP® and Series 63 credentials and has worked at The O.N. Equity Sales Company since 2018. Prior to that, he was with Independent Financial Group, LLC for 10 years and has a long tenure at Ohio National Financial Services dating back 21 years. Outside of his advisory role, he serves as president of Cascadia Financial Group Inc., a company focused on life, health, and disability 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 a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary investment strategies, including access to third-party investment programs.

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

Series 63, Series 65

St Charles, MO

ON Investment Management CO

Michael Webb is a financial advisor with ON Investment Management Company in St. Charles, MO, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for 20 years and has 35 years in insurance through Webb Insurance with Farmers Insurance Group. Outside of his advisory role, Webb is involved in healthcare-related eldercare services and serves on the board of a local nonprofit organization. ON Investment Management Company is a SEC-registered 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 offers a range of comprehensive and modular financial plans, access to third-party investment programs, and manages client accounts through a combination of discretionary and non-discretionary arrangements.

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

Series 63, Series 65

Chicago, IL

ON Investment Management CO

Christopher Clepp is a financial advisor with ON Investment Management CO in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2012. In addition to his advisory role, he serves as an independent contractor involved in the sale of fixed life and annuity products and acts as an insurance agent specializing in life, disability, and long-term care insurance solutions. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and 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, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans, access to third-party investment programs, and manages both discretionary and non-discretionary client accounts through a mix of advisory relationships and third-party managers.

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

Series 63, Series 66

Cincinnati, OH

ON Investment Management CO

Erin Winer is a financial advisor at ON Investment Management Company with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The O.N. Equity Sales Company since 2008. 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 both discretionary and non-discretionary account management, utilizing a mix of third-party investment programs and IAR-directed strategies.

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

Series 63, Series 65

Greeley, CO

ON Investment Management CO

Kenneth Dyer is a financial advisor with ON Investment Management Company in Greeley, Colorado, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at The O.N. Equity Sales Company since 2003. Outside of advisory services, he is president of WRA Building Corporation, a public charter school organization, and owns a separate business involved in health and long-term care insurance sales. 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 uses a dual-registration model combining broker-dealer activity with advisory services and manages client accounts through a mix of discretionary and non-discretionary relationships.

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

Series 66

Creve Coeur, MO

ON Investment Management CO

Juana Love is a financial advisor at ON Investment Management Company with 11 years of industry experience. She holds a Series 66 credential and has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of advising, she serves as president of Professional Evolutions, where she provides executive and professional coaching to clients in career transitions or pursuing leadership roles. 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 programs, often integrating third-party investment platforms.

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

Series 66

Orrville, OH

ON Investment Management CO

Jordan Luhring is a financial advisor with ON Investment Management Company and holds a Series 66 designation. He has two years of industry experience and has previously worked at Ameriprise Financial and Target Corporation. Outside of his advisory role, Luhring is also involved in life and disability insurance as an account executive. 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, and businesses. The firm offers a mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model that includes broker-dealer activities.

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

Series 63, Series 65

Ft. Collins, CO

ON Investment Management CO

James Parker is an advisor at ON Investment Management Company with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at The O.N. Equity Sales Company and Ohio National Life for over three decades each. Outside of his advisory role, he serves as president of JMP Financial Services Inc., a firm focused on selling life, health, disability, long-term care insurance, and fixed annuities. 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 range of programs, and maintains a dual-registration model involving both advisory and broker-dealer activities.

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

Series 63, Series 66

Grand Rapids, MI

ON Investment Management CO

Joshua Haywood is a financial advisor with ON Investment Management Company in Grand Rapids, MI, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2016 and previously at Haywood & Associates, Inc. from 2011 to 2018. Outside of his advisory role, he is involved in health, life, and disability insurance through VFG Solutions LLC and Strategic Diverse Ventures LLC. 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 variety of investment programs and operates a dual-registration model combining advisory and broker-dealer activities.

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

Series 63, Series 66

San Francisco, CA

ON Investment Management CO

David Rockman is a financial advisor with ON Investment Management Company in San Francisco, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with ON Investment Management Company since 2003 and also serves as president of Embarcadero Financial Group. In addition to his advisory roles, he is an advisory board member of Court & Aquatic Sports Ltd, an athletic club. 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 a range of services including comprehensive and modular financial plans and access to various third-party investment programs.

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

Series 63, Series 65

Wilsonville, OR

ON Investment Management CO

Brian Keswick is a financial advisor with ON Investment Management Company in Wilsonville, OR, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2008. Outside of his advisory role, Keswick serves as an assistant coach for a high school baseball team. 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, often utilizing third-party investment programs.

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

Series 63, Series 65

Lexington, KY

ON Investment Management CO

Adam Howard is a financial advisor with ON Investment Management Company in Lexington, Kentucky, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2015, and previously at IFS Financial Services and Touchstone Securities, Inc. He is also the owner of Envisage Wealth Advisors LLC. ON Investment Management Company 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 a wide range of clients, including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary account management through third-party programs and maintains a dual-registration model with broker-dealer activity.

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

Series 63

Bloomington, MN

ON Investment Management CO

Bradley Struve is a financial advisor with ON Investment Management Company who holds a Series 63 designation and has 48 years of industry experience. He has worked at The O.N. Equity Sales Company since 1992 and at Aetna Life and Casualty since 1978. Outside of his advisory role, Struve is president and shareholder of Pilot Financial Partners, Inc., where he is involved in insurance sales. 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 using a combination of discretionary and non-discretionary strategies and offers access to various third-party investment programs.

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

Series 63, Series 66

Cincinnati, OH

ON Investment Management CO

Daniel O'Keefe is a financial advisor at ON Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with The O. N. Equity Sales Company since 2013. 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, utilizing a mix of discretionary and non-discretionary management approaches and access to various third-party investment programs.

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

Series 66

Arvada, CO

ON Investment Management CO

Brandon Lincoln is a financial advisor with ON Investment Management CO, holding a Series 66 credential and 13 years of industry experience. He has worked with The O. N. Equity Sales Company, Ohio National Financial Services, and Lincoln Financial Services, Inc. since 2011. Outside of investment advising, he is involved in the solicitation and service of non-registered insurance through his role with BML Financial. ON Investment Management Company is a SEC-registered investment adviser that offers 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 mix of discretionary and non-discretionary programs and is known for its dual-registration model involving both advisory and broker-dealer activities.

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

Series 63, Series 65

Appleton, WI

ON Investment Management CO

Trevor Pfrang is a financial advisor with ON Investment Management Company in Appleton, WI, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has worked at Wisconsin Financial Advisors and The O.N. Equity Sales Company, where he has been since 2003. Outside of his advisory role, he is a licensed life and disability insurance agent and is involved in real estate ownership and management through two LLCs. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers comprehensive financial planning and portfolio management services, utilizing a mix of discretionary and non-discretionary approaches with access to multiple third-party investment programs.

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

Series 63, Series 65

Sharpsburg, GA

ON Investment Management CO

Scott Mansfield is a financial advisor at ON Investment Management Company with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The O.N. Equity Sales Company since 2008 and Ohio National Financial Services since 2003. In addition to his advisory role, he operates Cornerstone Financial Services, where he markets and sells life insurance, health insurance, fixed annuities, and Medicare insurance. ON Investment Management Company is an 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 investment programs.

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