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Jason L

Series 63, Series 65

Cincinnati, OH

ON Investment Management CO

Jason Lohnes is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Benefit Architects since 2009. Outside of his advisory role, Lohnes is a ski instructor at Snow Trails. 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, and businesses. The firm offers a mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

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

Series 66

Cincinnati, OH

ON Investment Management CO

Ronald Flowers is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding a Series 66 credential and 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1994 and operates the Flowers Agency, which sells life, health, disability insurance, and fixed annuities. Outside of his advisory work, he manages this insurance agency, overseeing sales operations and recruitment. 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 third-party investment programs and both discretionary and non-discretionary account management.

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

Series 66

Lexington, KY

ON Investment Management CO

Kyrk Davis is a financial advisor with ON Investment Management Company in Lexington, KY, holding a Series 66 license and nine years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Life Insurance since 2017, and Family Financial Partners since 2016. In addition to his financial career, Davis serves as an infantry officer in the Kentucky Army National Guard, where he leads and supervises approximately 38 soldiers. 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, and businesses. The firm offers a mix of discretionary and non-discretionary management options and utilizes third-party investment programs alongside IAR-directed strategies.

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

CFP®, Series 63

Cincinnati, OH

ON Investment Management CO

Phillip Edwards is a CFP® professional with 35 years of industry experience. He is affiliated with ON Investment Management CO and has worked previously at Thein Financial Group Inc. Edwards serves as Treasurer of Champaign Residential Services, a nonprofit service agency. 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 a range of investment programs and caters to both discretionary and non-discretionary client accounts.

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

Series 63, Series 66

Cincinnati, OH

ON Investment Management CO

Brent Ewert is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2005, Ohio National Life Insurance since 2004, and Edward Jones since 2000. Outside of investment advising, he is involved in insurance sales and health insurance marketing through related businesses. 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 management and combines broker-dealer activity with dual registration to serve a broad range of client needs.

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

Series 63, Series 65

Stansbury Park, UT

ON Investment Management CO

Scott Cluff is a financial advisor with ON Investment Management CO in Stansbury Park, UT, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Financial Services for 15 years each. Outside of advisory work, Cluff serves as a trustee for a family estate and markets insurance products through True North Wealth Management LLC. ON Investment Management Company (ONIMCO) 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. The firm employs a dual-registration model and offers both discretionary and non-discretionary management, providing access to a range of third-party investment programs.

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

CFP®, Series 63, Series 65

Ashburnham, MA

ON Investment Management CO

Ryan McGuane is a financial advisor with ON Investment Management Company, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has been affiliated with firms including THE O.N. Equity Sales Company, Ohio National Financial Services, MML Investors Services, Inc., and MassMutual Life Insurance Company. Outside of advising, he is a partner in an agricultural venture that restored and opened a commercial apple orchard to the public. 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.

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

Series 63, Series 66

Memphis, TN

ON Investment Management CO

Douglas Doster is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory work, he is active in insurance sales, focusing on life and health insurance. ON Investment Management Company serves 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 mix of discretionary and non-discretionary account management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

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

ChFC®, Series 63, Series 66

Brandenton, FL

ON Investment Management CO

Robert Clancy is a financial advisor with ON Investment Management Company in Bradenton, Florida, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience, including over two decades with The O.N. Equity Sales Company and ON Investment Management Company. Outside of advising, he owns a toy patent that has generated royalty payments. ON Investment Management Company is a multi-team 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 mix of discretionary and non-discretionary investment management and access to third-party investment programs.

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

Series 63, Series 65

Topeka, KS

ON Investment Management CO

Craig Larsen is a financial advisor at ON Investment Management Company with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Waddell & Reed, Inc. for 35 years before joining ON Investment Management and its affiliated firms in 2018. Larsen also engages in insurance sales through multiple agencies, including offerings of fixed annuities, life, health, disability, and long-term care insurance products. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company. The firm provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors, utilizing a range of third-party investment programs and combining discretionary and non-discretionary account management.

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

CFP®, ChFC®, Series 63, Series 65

Palos Verdes Estates, CA

ON Investment Management CO

John Moody Sr. is a CFP® and ChFC® with 41 years of industry experience, currently affiliated with ON Investment Management CO. He has worked at The O. N. Equity Sales Company since 2013, Ohio National Financial Services since 2007, and Mass Mutual Life Insurance since 2005. Outside of investment advisory, he is involved in life and health insurance sales and provides consulting on historical research related to life insurance policies. 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 manager programs and third-party investment platforms.

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

Series 63, Series 65

Chicago, IL

ON Investment Management CO

Stanley Lovelace is a financial advisor at ON Investment Management CO with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently at multiple firms, including United Security Life, Principal Financial Group, THE O.N. Equity Sales Company, and Cadaret, Grant & Co., Inc. Outside of his advisory roles, he owns and operates several businesses focused on selling fixed annuities, life insurance, disability, and health products, as well as marketing term life insurance through an online platform. 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 advisory services and access to third-party investment programs, managing accounts through a combination of discretionary and non-discretionary relationships.

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

Series 66

St Charles, MO

ON Investment Management CO

Sage Lake is a financial advisor at ON Investment Management Company with eight years of industry experience. Sage holds a Series 66 credential and has worked previously at firms including Edward Jones, Cutter and Company Inc, and Saleeby & Associates. Outside of advising, Sage is involved as a business manager and co-owner of a residential single-family rental property. ON Investment Management Company is a SEC-registered 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 investment programs from third-party providers.

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

Series 63, Series 66

Cincinnati, OH

ON Investment Management CO

Leslie Mcdonald is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. Mcdonald's work history includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, utilizing third-party investment platforms and a dual-registration broker-dealer model.

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

Series 63, Series 66

Cincinnati, OH

ON Investment Management CO

David Smyth is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to and alongside his current role at ONIMCO, he has worked at The O.N. Equity Sales Company and Ohio National Financial Services since the early 2000s. Outside of his advisory work, Smyth is involved in various activities including serving as president of a local charitable foundation, hosting financial information podcasts, and engaging in thoroughbred horse racing through a syndicate he leads. 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 investment programs and integrates broker-dealer activities with advisory services, managing a substantial mix of discretionary and non-discretionary client assets.

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

CFP®, Series 66

Wooster, OH

ON Investment Management CO

Joshua Hartzler is a CFP® professional with 17 years of industry experience. He currently works at ON Investment Management CO and has been with Hummel Wealth Management, LLC, The O. N. Equity Sales Company, and Hummel Group since 2013. His prior experience includes roles at Expand Financial, LLC and KM&M Pinnacle, Ltd. Hartzler is also involved in retirement plan specialist activities and health insurance sales. ON Investment Management Company (ONIMCO) is a SEC-registered adviser and a subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a mix of discretionary and non-discretionary account management and maintains a dual-registration model with ongoing broker-dealer activity.

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

Series 63, Series 65

Wormsleysburg, PA

ON Investment Management CO

Michael Saracino is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with The O.N. Equity Sales Company since 2005 and Ohio National Financial Services since 2004. Saracino is also president of Choice Financial Services LLC, where he sells life, health, long-term care, disability insurance, group health, and annuities. 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 service options and access to third-party investment programs, operating a dual-registration model that includes both advisory and broker-dealer activities.

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

CFP®, Series 63, Series 65

Overland Park, KS

ON Investment Management CO

Mark Gash is a CFP® professional with 34 years of industry experience, currently serving at ON Investment Management Company. His prior work includes roles at Ohio National Insurance Agency, Private Client Services, and Eagle Strategies, among others. Gash is active in community service as the chairperson of the Persons with Disabilities Advisory Board for the city of Olathe, Kansas, and holds a volunteer board position at Evergreen Living Innovations. ON Investment Management Company is a registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm employs a dual-registration model, combining broker-dealer activities with advisory services, and manages client assets through both discretionary and non-discretionary approaches.

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

Series 66

Rushville, IL

ON Investment Management CO

Nicholas Hendricker is a financial advisor at ON Investment Management CO with a Series 66 designation and no prior industry experience. His background includes roles at Dot Foods Inc, the Hendricker Funeral Home, and other business ventures such as Digital Scorebord LLC and serving as Brown County Broadband Coordinator. ON 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, businesses, and ERISA plan sponsors. The firm offers a range of services from comprehensive to modular plans and utilizes both discretionary and non-discretionary investment programs.

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

ChFC®, Series 63

Madison, WI

ON Investment Management CO

Arthur Sanger is a financial advisor with ON Investment Management Company in Madison, WI, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. His prior roles include positions at Wisconsin Financial Advisors, The O.N. Equity Sales Company, Penn Mutual Life Insurance Co., and Wisconsin Financial Group, Inc., where he also serves as president and owner, managing insurance sales and agency operations. He is additionally involved with Wealth Building Cornerstones, focusing on promoting and training in sales systems. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse clientele including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both comprehensive and modular financial plans along with access to various third-party investment programs, operating under a dual-registration model with a mix of discretionary and non-discretionary account management.

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