Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Eugene D

Series 63, Series 66

Ft. Wayne, IN

ON Investment Management CO

Eugene Donnelly III is a financial advisor with ON Investment Management CO in Ft. Wayne, Indiana, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2016 and with Ohio National Financial Services and Donnelly & Co. since 2006. Outside of advising, he is a songwriter and operates a separate business selling personal used guitar equipment. ON Investment Management Company is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary advisory services, often utilizing third-party investment programs and maintaining an ongoing broker-dealer and dual-registration structure.

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

Kerry W

Series 63, Series 65

Wausau, WI

ON Investment Management CO

Kerry Whalen is a financial advisor with ON Investment Management Co. in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with ON Investment Management Co. since 2013 and has held various roles at related firms including Whalen Financial Group, Inc. and Whalen Capital, Inc. Outside of advisory services, Whalen is involved in renovating and selling distressed properties through Granite Oak Properties and Granite Oaks LLC. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services, and supports both discretionary and non-discretionary client accounts through a combination of in-house and third-party investment programs.

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

Christopher H

Series 63, Series 65

Lee's Summit, MO

ON Investment Management CO

Christopher Heckadon is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with ON Investment Management Company and affiliated entities since 2014, and previously worked at OneAmerica Securities, Mass Mutual Investors Services, and New England Securities. He serves on the University of Central Missouri Alumni Foundation Board. 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, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.

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

Janine H

Series 63, Series 65

Cuyahoga Falls, OH

ON Investment Management CO

Janine Halsey is a financial advisor with ON Investment Management Company in Cuyahoga Falls, Ohio. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Since 2012, she has been associated with The O. N. Equity Sales Company and Ohio National Financial Services. In addition to advisory work, she is also licensed to sell life, disability, and long-term care insurance products, including fixed annuities. ON Investment Management Company is a SEC-registered investment adviser that serves 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 investment programs.

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

Thomas S

Series 63, Series 65

Greenland, NH

ON Investment Management CO

Thomas Sowinski Sr. is a financial advisor with ON Investment Management CO, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with The O.N. Equity Sales Company since 2000 and Ohio National Life Insurance since 1998, alongside operating his own business since 1995. Outside of his advisory roles, Sowinski serves as President of the Board of Directors for Phoenix Family Focus, a nonprofit organization. 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 services including modular financial plans and access to third-party investment programs, managing both discretionary and non-discretionary client accounts.

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

Stanley M

CFP®, Series 63, Series 65

Boise, ID

ON Investment Management CO

Stanley Mock is a CFP® professional with 54 years of industry experience, affiliated with ON Investment Management Company in Boise, ID. He has been associated with The O.N. Equity Sales Company and Ohio National Life since 1978. Outside of his advisory role, he is engaged in insurance sales focusing on long-term care, life insurance, and fixed annuities. ON Investment Management Company is a SEC-registered 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 range of services including comprehensive and modular financial plans and access to third-party investment programs through a dual-registration and broker-dealer activity model.

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

Virginia V

Series 66

Wausau, WI

ON Investment Management CO

Virginia Vanderwaal is a financial advisor with ON Investment Management Company who holds a Series 66 credential and has 19 years of industry experience. Her career includes roles at Whalen Financial Group, Inc. and Whalen Capital, Inc., as well as ongoing involvement with The O.N. Equity Sales Company and Corporate Retirement Solutions LLC, where she serves as president. 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, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive financial plans and access to third-party investment programs, managing client accounts through both discretionary and non-discretionary relationships.

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

Jacob B

Series 63, Series 65

Lexington, KY

ON Investment Management CO

Jacob Buckley is a financial advisor with ON Investment Management CO in Lexington, KY, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Family Financial Partners and Spectrum Financial Alliance. Outside of advising, he is the owner of New Beginnings Divorce Financial Solutions LLC, providing divorce planning services as a neutral party. 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 mix of discretionary and non-discretionary programs, including third-party investment platforms.

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

Samuel R

CFP®, ChFC®, Series 63

Blountville, TN

ON Investment Management CO

Samuel Ross is a CFP®, ChFC®, and Series 63-licensed financial advisor with 43 years of industry experience. He has been with ON Investment Management Co. since 2007 and concurrently involved with affiliated firms including THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, Ross operates a tax preparation business and serves as a vice president at Secure Money Masters, where he is involved in selling insurance products. ON Investment Management Company (ONIMCO) is a SEC-registered investment 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 employs a dual-registration model, offering both discretionary and non-discretionary management options while maintaining broker-dealer activity and relationships with multiple program sponsors.

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

Pamela W

Series 63, Series 66

Weirton, WV

ON Investment Management CO

Pamela Weaver is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at The ON Equity Sales Company and Ohio National Financial Services since 2018, and previously at Brokers International Financial Services. Weaver is also the owner of Smart Retirement Advisors and serves as a fixed annuity representative for the Greek Catholic Union. ON Investment Management Company is a multi-team SEC-registered adviser providing financial planning, portfolio management, and retirement-plan services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular plans, access to third-party investment programs, and combines discretionary and non-discretionary asset management.

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

Allen B

ChFC®, Series 63, Series 65

Silver Spring, MD

ON Investment Management CO

Allen Bruce is a financial advisor with ON Investment Management Company who holds the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and A.R. Bruce & Company Inc., where he also serves as president. Bruce is a guest lecturer at Howard University School of Business, delivering annual sessions on financial planning topics. He is also the treasurer of the Headley Carter Cares Foundation, a nonprofit organization. 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 comprehensive and modular plans, access to third-party investment programs, and both discretionary and non-discretionary management options.

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

Christopher S

Series 66

Grand Rapids, MI

ON Investment Management CO

Christopher Streng is a financial advisor at ON Investment Management Company with six years of industry experience. He holds a Series 66 designation and has worked previously at JSJ Corporation for fourteen years. Outside of his advisory role, he is involved with Streng Financial Group, a life and health insurance business. 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 comprehensive financial planning, portfolio management, and access to various third-party investment programs through a dual-registration model.

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

Stephen S

Series 63

Pendleton, IN

ON Investment Management CO

Stephen Schug is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Ohio National Financial Services, The O.N. Equity Sales Company, Lincoln Investment, and Capital Analysts, Incorporated. Outside of his advisory work, he serves as Treasurer for the United Methodist Mens Group and President of Main Street Pendleton, a local historic preservation organization. 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 comprehensive and modular financial plans and access to various third-party investment programs, operating under a dual-registration model with both discretionary and non-discretionary client accounts.

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

Jerald L

Series 63, Series 65

Carnegie, PA

ON Investment Management CO

Jerald Lear Jr. is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Ohio National Life Insurance, Vector Security, Inc., Hornor Townsend And Kent Inc, and Penn Mutual Life Insurance. He serves as a member of the Borough Council for Rosslyn Farms and operates a tax preparation business specializing in individual returns during tax season. 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 comprehensive and modular financial plans alongside access to various third-party investment programs and manages a mix of discretionary and non-discretionary client accounts.

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

Ryan P

Series 63, Series 65

Lexington, KY

ON Investment Management CO

Ryan Petrunyak is a financial advisor with ON Investment Management Company in Lexington, KY, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at ONIMCO and its affiliates since 2020 and has prior experience in hospitality and management roles. Outside of his advisory work, he hosts the "In My Day Podcast," which covers general financial topics without investment recommendations. ON Investment Management Company is a multi-team firm serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers access to third-party investment programs and manages assets through a combination of discretionary and non-discretionary advisory relationships.

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

Jordan P

Series 63, Series 65

Novi, MI

ON Investment Management CO

Jordan Paholak is a financial advisor with ON Investment Management Company in Novi, MI, holding Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of investment advising, he is involved in life insurance sales through Integrity Investment Planning Group. 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 plan sponsors. The firm offers a range of services, including third-party investment programs, and manages a mix of discretionary and non-discretionary client accounts.

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

Thomas R

Series 66

Cincinnati, OH

ON Investment Management CO

Thomas Rowland is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds a Series 66 designation and has four years of industry experience. His prior work includes positions at PNC Investments LLC, Macy's Inc, and Equity Trust Company. 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 both discretionary and non-discretionary account management through a mix of third-party programs and IAR-directed solutions.

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

Jake S

Series 66

Waterford, WI

ON Investment Management CO

Jake Steffens is a financial advisor at ON Investment Management Company with seven years of industry experience. He holds a Series 66 credential and has been affiliated with The O.N. Equity Sales Company, Ohio National Financial Services, and Steffens Insurance Group, Inc. since 2017. He is also involved as a junior agent with V3 Financial Wealth Strategies and serves as a licensed subscriber for a technology platform that supports wills and trusts. 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 investment programs.

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

Ryan G

Series 63, Series 65, Series 66

St Charles, MO

ON Investment Management CO

Ryan Gill is a financial advisor with ON Investment Management CO in St. Charles, Missouri, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at Ohio National Financial Services, Mutual of America, and Edward Jones. Ryan is also involved with St. Charles Financial Services, LLC, where he works as a registered representative in brokerage and retirement planning. 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 incorporating third-party investment programs.

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

Peyton G

Series 63, Series 66

Orrville, OH

ON Investment Management CO

Peyton Gentry is a financial advisor with ON Investment Management Co, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at ON Investment Management Co since 2019 and is also associated with The O.N. Equity Sales Company and Hummel Wealth Management, LLC. Outside of his advisory role, he is involved in life insurance sales. ON Investment Management Company is a SEC-registered adviser and a 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 programs and maintains a dual-registration model with broker-dealer activities.

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

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.

Find your advisor

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”)