Steven White Jr. is a financial advisor with ON Investment Management Company in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Securities America and Cambridge Investment Research, and he is also active in insurance sales. 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 both discretionary and non-discretionary investment programs and supports a dual-registration model that includes broker-dealer activities.

Eric Brogan is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 33 years of industry experience. He has worked with The O.N. Equity Sales Company since 1993 and Ohio National Life since 1992. Brogan serves on the board of The Dart Bank, a community bank in Michigan. ON Investment Management Company is a registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a range of clients including individuals, families, trusts, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary account management and utilizes a dual-registration model involving broker-dealer activities and third-party investment programs.

David Funke is a financial advisor with ON Investment Management Company in Cedar Rapids, Iowa, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has worked at The O.N. Equity Sales Company since 2004 and Principal Mutual Life Insurance Company since 1991. Outside of advising, he is involved in several insurance brokerage activities and manages an investment property where his firm operates. 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 plan sponsors. The firm offers a range of services, including access to third-party investment programs and a combination of discretionary and non-discretionary management options.

John Sweeney is a financial advisor at ON Investment Management Co with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ON Investment Management Co since 2014. In addition to his advisory role, he owns JMS Financial Resource, LLC, which is involved in insurance sales including fixed life and equity-indexed annuities. 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, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options, including access to third-party investment programs and a mix of discretionary and non-discretionary account management.

Megan Montgomery is a financial advisor with ON Investment Management Co in Madison, WI, holding a Series 66 designation and 10 years of industry experience. She has worked with The O.N. Equity Sales Company and Ohio National Financial Services since 2016 and is also involved with Wealth and Wisdom of WI, a financial planning firm where she conducts insurance sales including life, health, and disability insurance. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company that serves 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 investment programs.

Peter Sentance is a ChFC® credentialed financial advisor at ON Investment Management CO with 44 years of industry experience. His prior roles include positions at Ohio National Financial Services, Cambridge Investment Research Advisors, and Pacific Mutual Life Insurance Co. He serves as Chair of the board for Southern California Jr. Cricket in America, a nonprofit focused on charity fundraising. ON Investment Management Company 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 modular financial plans and access to third-party investment programs, operating with a dual-registration model that combines advisory and broker-dealer services.

Matthew Collins is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Ohio National Equities and THE O.N. Equity Sales Company, where he has been employed since 2014 and 2015, respectively. 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 accounts and maintains a dual-registration model involving broker-dealer activities.

Dennis Dean is a financial advisor with ON Investment Management Company in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. He serves as a board member of the Kiwanis Club of Lindenhurst/The Lakes. 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, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.

Andrew Badertscher is a CFP®-credentialed financial advisor with 26 years of industry experience. He is affiliated with ON Investment Management CO and has previously worked with firms including Hummel Wealth Management, Ohio National Financial Services, and Osaic FA, Inc. Outside of his advisory duties, he serves as treasurer on the board of the Boys and Girls Club of Wooster and is a board member of Mennonite Mutual Insurance Co. ON Investment Management CO is a SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base that includes individuals, families, trusts, charitable organizations, businesses, and plan sponsors. The firm offers a range of third-party investment programs and combines discretionary and non-discretionary management approaches.

Stephen Rinaldi is a financial advisor with ON Investment Management Company, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with The O.N. Equity Sales Company since 1993 and Executive Pension Planning Corporation since 1979. In addition to his advisory role, he is also licensed to sell life and health insurance. 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, utilizing a mix of discretionary and non-discretionary programs often involving third-party managers.

Evan Smith is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with The O.N. Equity Sales Company since 2010. In addition to his advisory role, Smith is involved with JT Clark & Associates, where he conducts financial reviews and designs financial services including insurance and non-registered products. ON Investment Management Company is a 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 a range of comprehensive and modular financial plans and access to third-party investment programs, serving both discretionary and non-discretionary client accounts.

Christopher Marlin is a financial advisor at ON Investment Management Company with 18 years of industry experience. He holds a Series 66 credential and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2015. Outside of his advisory role, he is involved in the sale of collectible items such as vintage sports cards. 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 third-party investment programs and utilizes both discretionary and non-discretionary management approaches.

Michael Ledford is a ChFC®-credentialed financial advisor with 43 years of industry experience. He is affiliated with ON Investment Management Company and has worked with Ohio National Financial Services and The O. N. Equity Sales Company since 2014. In addition to his advisory work, Ledford owns and operates Ledford Planning Service, an insurance agency specializing in life, health, disability, long-term care, 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, utilizing both discretionary and non-discretionary strategies across a range of third-party investment programs.

Jeffrey Taylor is a financial advisor with ON Investment Management Company in Bakersfield, CA, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has worked with firms including The O.N. Equity Sales Company, Ohio National Life Insurance Co, Phoenix Mutual, Standard Insurance Company, and Central Financial Services. Outside of his advisory role, he owns a business selling life, health insurance, and fixed annuities. ON Investment Management Company (ONIMCO) 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 investment programs and maintains a dual-registration model integrating broker-dealer activities.

Michael Franta is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with The O.N. Equity Sales Company since 2004 and has worked in insurance sales and services with Mutual/United Of Omaha Insurance Company since 1995. Outside of his advisory work, he serves as treasurer for a local Boy Scouts of America pack. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to a diverse client base, including individuals, families, charities, and businesses. The firm provides both discretionary and non-discretionary investment programs, commonly involving a dual-registration model with affiliated broker-dealer activity.

David Ludwinski is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company since 2007 and Ohio National Financial Services since 2002. Outside of his advisory work, he is involved in selling insurance, including health, life, property and casualty, fixed annuities, disability, and long-term care coverage. 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 range of programs including third-party investment solutions and both discretionary and non-discretionary account management.

Lindsay Batezel is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. She is currently with ON Investment Management Company and previously worked at Valic Financial Advisors and Agia. Outside of her advisory role, she is a partial owner of Cake Co, LLC, which manages short-term rental properties. ON Investment Management Company serves individuals, families, trusts, charitable organizations, businesses, and plan sponsors by providing financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs alongside discretionary and non-discretionary account management.

Charles Ross is a financial advisor at ON Investment Management Company with 40 years of industry experience. He holds a Series 63 designation and has been with The O.N. Equity Sales Company and Ohio National Financial Services for 10 years. Outside of investment advisory, he is active in insurance sales, including fixed annuities and life/accident/health insurance, and works with a fraternal organization to sell fixed annuities. 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 a mix of discretionary and non-discretionary management, combines third-party investment programs with IAR-directed portfolios, and maintains a dual-registration model involving broker-dealer activities.

Andrew Miller is a CFP® certificant with 17 years of experience in the financial services industry. He is affiliated with ON Investment Management CO and has a background that includes roles at The O.N. Equity Sales Company, Hummel Wealth Management, and Hummel Insurance Group since 2008. Outside of finance, Miller serves as a fiscal officer for Sugarcreek Township, managing township accounting. 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 plans and access to third-party investment programs, serving both discretionary and non-discretionary client accounts.

Linwood Hamilton is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been associated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, Hamilton owns and operates a horse farm and is involved in several entrepreneurial and business ventures, including patenting solutions through Innovation Marketing LLC and serving on the board of an ammunition manufacturing company. ON Investment Management Company 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, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment management through third-party programs and maintains a dual-registration model integrating broker-dealer activities.