Jared Kiepke is a financial advisor with ON Investment Management CO in Wausau, WI, holding the CFA® and Series 66 designations with six years of industry experience. He has worked with Whalen Financial Group and The ON Equity Sales Company, where he also serves as a registered representative. 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, businesses, and ERISA plan sponsors. The firm offers a blend of discretionary and non-discretionary asset management and maintains a dual-registration model with broker-dealer activities.

Glenn Eckstut is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at THE O.N. Equity Sales Company, Ohio National Financial Services, and Key Bank/First Niagara/LPL Financial. He is also involved in the sale of life insurance, disability insurance, long-term care, and fixed annuities through affiliated agencies. 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 with access to various third-party investment programs and a mix of discretionary and non-discretionary management approaches.

Michael Bird is a CFP® and ChFC® with 29 years of experience in the financial services industry. He has been with ON Investment Management Company and its affiliated firms since 2013. In addition to his advisory role, he is involved in insurance sales and operates a tax preparation business. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm uses a dual-registration model combining advisory and broker-dealer activities and offers access to third-party investment programs alongside customized portfolio management.

Ross Middleton is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of investment advising, Middleton is also licensed as an insurance agent, selling life, disability, and fixed annuity products. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary management options and utilizes a dual-registration model integrating broker-dealer activities.

Luke Reising is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked in various service and retail 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, utilizing a dual-registration broker-dealer model.

Steven Golden is a CFP® with 33 years of experience in the financial services industry. He is affiliated with ON Investment Management Company and has held roles at The O.N. Equity Sales Company since 2004, as well as operating Golden Mack & Associates since 1991. Outside of his advisory work, he owns and operates a third-party administration business for retirement plans and is involved in selling life and disability insurance. ON Investment Management Company is a SEC-registered adviser that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and access to multiple third-party investment programs.

Alexander Roig is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 designations and possessing 23 years of industry experience. He has worked at The O.N. Equity Sales Company since 2005 and Ohio National Financial Services since 2004. Outside of advisory work, Roig is involved in selling insurance products and serves as vice president managing and marketing an office for a family financial business. ON Investment Management Company (ONIMCO) is 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 and access to third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary arrangements.

Jennifer Gilroy is a financial advisor with ON Investment Management Company, holding a Series 66 credential and five years of industry experience. Her work history includes roles at Raymond James Financial Services and First Federal Bank. In addition to her advisory work, she is involved in fixed annuity and insurance sales. 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 third-party investment programs and manages client accounts through a combination of discretionary and non-discretionary advisory relationships.

Jay Dworsky is a financial advisor at ON Investment Management Co. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ONIMCO since 2013. Outside of his advisory role, he serves on the board of Fraser, a 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, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs, managing client accounts through a combination of discretionary and non-discretionary advisory relationships.

George Newton III is a financial advisor with ON Investment Management Co. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining ON Investment Management Co. in 2025, he worked at Cambridge Investment Research Advisors and The O.N. Equity Sales Co. He also serves as an agent for Augustar Life Insurance Company. ON Investment Management Company is a SEC-registered investment adviser and 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 a range of services including modular financial plans and access to third-party investment programs, with a mix of discretionary and non-discretionary asset management.

Michael Weldy is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at The O.N. Equity Sales Company and Ohio National Financial Services since 2018, as well as Cetera Advisors from 2013 to 2018. He also operates Weldy Financial & Wealth Management, focusing on fixed insurance products. 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, and businesses. The firm offers access to various third-party investment programs and operates a dual-registration model with broker-dealer activities.

Joseph Hurley is a Series 66-licensed financial advisor with ON Investment Management Company, based in Cincinnati, OH. He has 18 years of industry experience and has worked at The O. N. Equity Sales Company since 2013. 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 programs, utilizing third-party investment platforms and a dual-registration model.

Nelson Merwitzer is a financial advisor with ON Investment Management Company and holds the ChFC® and Series 63 designations. He has 46 years of industry experience, including roles at The O.N. Equity Sales Company since 2012, Ohio National Financial Services since 2011, and National Life of Vermont since 1975. In addition to his advisory work, he owns and operates Merwitzer Insurance Solutions, specializing in life, health, disability, and long-term care insurance, as well as health savings accounts. 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 financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary arrangements.

Donald Wilcox is a financial advisor at ON Investment Management Company with 56 years of industry experience. He holds a Series 63 designation and has worked at The O.N. Equity Sales Co since 2002 and Paul Revere Insurance Company since 1974. Additionally, he is involved in a non-investment-related business selling life and disability insurance. ON Investment Management Company is a 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 management and access to multiple third-party investment programs.

Warren Howard is a financial advisor with ON Investment Management Company in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Lexington Financial Service since 2004, The O.N. Equity Sales Company since 1985, and Ohio National Life Insurance since 1981. Outside of advisory roles, he is involved in medical and life insurance sales through his business, Lexington Financial Services. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs including third-party managers.

Andrew Burnside Jr. is a financial advisor with ON Investment Management Company holding Series 63 and Series 65 credentials. He has one year of industry experience, including roles at The O.N. Equity Sales Company and Colorado Financial Advisors. Prior to entering the financial industry, he worked at Halliburton and completed his education at Louisiana State University. 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 a dual-registration model and provides access to third-party investment programs across discretionary and non-discretionary accounts.

Thomas Frank is a CFP® with 42 years of experience in the financial industry. He is affiliated with ON Investment Management CO in Pittsburgh, PA, and has held roles at Ohio National Financial Services and Penn Mutual Life Insurance Co. In addition to his advisory work, he operates multiple insurance agencies focusing on life, disability, medical, long-term care, annuity, property, and casualty insurance products. ON Investment Management CO 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 through a range of third-party investment programs and a mix of discretionary and non-discretionary account management.

Grant Newton is a financial advisor with ON Investment Management Co. in Perrysburg, Ohio. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior firms include Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Newton is also an insurance agent with Augustar Life Insurance Company. 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 mix of discretionary and non-discretionary account management and maintains a dual-registration model integrating broker-dealer activities with advisory services.

Timothy Alvarado is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Ohio National Financial Services and related entities since 2014. Outside of investment advisory, he is involved in the sales and service of group and individual insurance products, including life, disability, and health insurance. 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 access to various third-party investment programs and uses a dual-registration model where advisers often act as registered representatives while managing both discretionary and non-discretionary client accounts.

Fred Sprinz is a CFP® with 48 years of industry experience. He is currently associated with ON Investment Management Company and has worked at Embarcadero Financial Group since 2017 as well as at S & B Financial, Inc. and THE O.N. Equity Sales Company since 1993. ON Investment Management Company is 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 along with access to various third-party investment programs, serving mainly non-discretionary accounts through a combination of third-party managers and advisory relationships.