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John L

Series 63, Series 65

Topeka, KS

ON Investment Management CO

John Larsen is a financial advisor with ON Investment Management Company in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes positions at Ohio National Financial Services, The O.N. Equity Sales Company, Waddell & Reed, Inc., and Craig Larsen. Larsen serves on the board of the Sonus Chamber Choir, providing financial advice alongside the organization’s treasurer. 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 options.

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

Series 66

Appleton, WI

ON Investment Management CO

April Hahn is a financial advisor with ON Investment Management Company in Appleton, WI, holding a Series 66 credential and bringing 12 years of industry experience. She has worked previously at SII Investments, Inc. and has been associated with The O.N. Equity Sales Company and Wisconsin Financial Group since 2017. In addition to her advisory role, she serves as an office manager for Wisconsin Financial Group, handling office tasks and supporting representatives. 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 combination of discretionary and non-discretionary management, utilizing third-party investment programs and a dual-registration model involving broker-dealer activities.

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

Series 65

Lawrence, KS

ON Investment Management CO

Benjamin Miller is a financial advisor at ON Investment Management CO with two years of industry experience. He holds a Series 65 credential and has prior experience at NetStandard Inc and his own CPA firm, Benjamin L Miller, CPA, LLC, through which he provides accounting, tax, and consulting services. ON Investment Management CO is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm employs a dual-registration model and provides access to a range of third-party investment programs.

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

Series 63, Series 66

Blue Ash, OH

ON Investment Management CO

Eric Aponte is a financial advisor at ON Investment Management Company with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at The O.N. Equity Sales Company and Fifth Third Securities. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. 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 management.

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

Series 63, Series 65

Lexington, KY

ON Investment Management CO

Scott Zavitz is an advisor at ON Investment Management Company holding Series 63 and Series 65 licenses. He has worked at The O.N. Equity Sales Company since 2026 and has prior experience at McClatchy LLC, Premier Sotheby's, and Sunlit Realty. 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, utilizing both discretionary and non-discretionary investment programs.

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

Series 63, Series 65

Cincinnati, OH

ON Investment Management CO

Patty Scott is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior work includes roles at Merrill and Ohio National Financial Services. She is involved with Heart 4 Seniors, a nonprofit focused on raising awareness and services for disabled seniors. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, and businesses with financial planning and portfolio management services, offering both discretionary and non-discretionary investment programs.

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

CFP®, Series 63, Series 65

Saint Johns, FL

ON Investment Management CO

Hardev Goswami is a CFP® professional with 26 years of industry experience, currently serving at ON Investment Management Company. He has worked with The O.N. Equity Sales Company since 2016 and Ohio National Financial Services since 2002. Outside of his advisory role, he owns a business related to disability, life, accident, and health insurance sales. 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, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary accounts 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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William H

Series 63

Bedford, NH

ON Investment Management CO

William Husson is a financial advisor with ON Investment Management Company in Bedford, NH, holding a Series 63 license and 28 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, Husson is also licensed to sell life, health, disability, long-term care, fixed and indexed annuities, as well as group life and health insurance. 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 dual-registration model that includes both discretionary and non-discretionary account management.

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

Series 66

Cincinnati, OH

ON Investment Management CO

Anthony Casnellie is a financial advisor at ON Investment Management Company with 24 years of industry experience. He holds the Series 66 designation and has been with The O.N. Equity Sales Company since 2002. 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, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management through a combination of third-party programs and IAR-directed portfolios.

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

Series 65

Bloomington, MN

ON Investment Management CO

Drew Sonnenberg is a financial advisor at O.N. Investment Management Company with Series 65 credentials and less than one year of industry experience. His background includes roles in the financial services sector as well as various positions related to hospitality and recreation. O.N. 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 third-party investment programs and utilizes 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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James C

Series 66

Topeka, KS

ON Investment Management CO

James Cook is a financial advisor with ON Investment Management Company in Topeka, KS, holding a Series 66 credential and offering 10 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, and Waddell & Reed. Outside of advising, he owns Pretty Practical, a woodworking business. ON Investment Management Company serves individuals, families, trusts, charitable organizations, and businesses with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party 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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Gary L

ChFC®, Series 63

Eagan, MN

ON Investment Management CO

Gary Livingston is a financial advisor with ON Investment Management CO in Eagan, MN, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has worked with The O.N. Equity Sales Company and Fortis Investors, Inc. since the mid-1990s. Outside of his advisory role, he serves on the Economic Advisory Board for the City of Oakdale, providing guidance on economic growth issues. 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 utilizes both discretionary and non-discretionary management approaches and is notable for its dual-registration model combining advisory and broker-dealer activities.

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

Series 63, Series 65

Rockland, MA

ON Investment Management CO

James Sickorez is a financial advisor with ON Investment Management Company in Rockland, MA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior firms include Signator Investors, Inc. and OSAIC. Outside of advising, he has owned College Planning Solutions since 2003, providing private guidance counseling on high school course selection, college applications, and standardized testing. 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 range of third-party investment programs alongside both discretionary and non-discretionary account management.

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

Series 63, Series 66

Cincinnati, OH

ON Investment Management CO

Steven Horton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He previously worked with Nationwide Securities Inc. and Nationwide Insurance for over 16 years and is currently affiliated with AuguStar Financial as an external wholesaler. ON Investment Management Company is a 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 a range of third-party investment programs and manages client accounts through a combination of discretionary and non-discretionary advisory relationships.

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

Series 63, Series 65

Mackinaw, IL

ON Investment Management CO

John Cagle is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and has five years of industry experience. He has worked at The O.N. Equity Sales Company since 2021 and Ohio National Financial Services since 2020. Outside of his advisory role, he is an independent agent licensed to sell health and life insurance products. 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 arrangements, often combining broker-dealer activity with advisory services.

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

Series 63, Series 65

Harrisbueg, NC

ON Investment Management CO

William Petty is a financial advisor at ON Investment Management Company with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paychex Inc. from 2015 to 2021. In addition to his advisory work, he assists Golden Mack & Associates by enrolling and educating participants in retirement plans. ON Investment Management Company is 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 offers a range of services including comprehensive and modular financial plans and access to third-party investment programs, maintaining a mix of discretionary and non-discretionary asset management.

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

Series 63, Series 65

Alliance, OH

ON Investment Management CO

Charles Glass is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at The ON Equity Sales Company and Citizens Securities, Inc. In addition to his advisory duties, he is active as a career insurance agent. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm provides 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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Tracy F

Series 66

Lee's Summit, MO

ON Investment Management CO

Tracy Ford is a financial advisor at ON Investment Management Company with five years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network and Normandy Investment Advisors. Outside of his advisory role, he owns Elite Supplemental Benefits, a consulting and organizing business. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive financial planning and access to various third-party investment programs, managing client portfolios through a mix of discretionary and non-discretionary arrangements.

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

Series 63, Series 66

Cincinnati, OH

ON Investment Management CO

Evan Bihl is a financial advisor at ON Investment Management Company with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The O.N. Equity Sales Company since 2006. ON Investment Management Company 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, 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, serving both discretionary and non-discretionary client accounts.

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

Series 66

Cincinnati, OH

ON Investment Management CO

Susan Fellman is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding a Series 66 credential and 21 years of industry experience. Her work history includes positions at Augustar Distributors, The O.N. Equity Sales Company, and U.S. Bancorp Investments. ON Investment Management Company is 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 a range of investment programs and emphasizes a dual-registration model involving broker-dealer activities alongside advisory services.

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