Rex Behrashi is a financial advisor at ON Investment Management Company with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. He is also the owner of BLU Financial Planning, which offers financial strategies for business owners, professionals, and families. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary programs, often combining registered representative activities within its dual-registration model.

Danielle Davis is a financial advisor at ON Investment Management Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and Guaranty, American General Life Insurance, and AIG Capital Services. 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 mix of discretionary and non-discretionary management and incorporates third-party investment programs alongside its proprietary services.

Nathan Biggerstaff is a financial advisor with ON Investment Management Company in Lees Summit, MO, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Tortoise Investment Partners, Montage Securities, and Propio Language Service. In addition to his advisory work, he is involved in insurance sales. 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 and utilizes both proprietary and third-party investment programs.

Richard Orred is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes long-term roles at The O. N. Equity Sales Company, Ohio National Financial Services, Sig Advisors, LLC, and Sig Securities, LLC. Outside of his advisory work, he operates as an independent insurance agent representing various carriers. 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 through a combination of discretionary and non-discretionary programs, often utilizing third-party investment managers.

John Cisick is a financial advisor at ON Investment Management Company with four years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Burton. Outside of advisory work, he is involved in individual life insurance and group benefits sales through various companies. 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 investment programs, often through a dual-registration model involving broker-dealer activities.

John Head is a financial advisor at ON Investment Management Company with 14 years of industry experience. He holds the Series 66 designation and has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2014. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of the nonprofit Generate Health and operates an e-commerce business specializing in collectible items. ON Investment Management Company is a multi-team 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 third-party investment programs and IAR-directed portfolios.

Aaron Hughes is a financial advisor at ON Investment Management Company with 20 years of industry experience. His background includes roles at TIAA-CREF, MassMutual Investors Services, and Steadfast Companies. He holds Series 63 and Series 65 licenses and is involved in fixed life, annuity, long-term care, and disability business activities. ON Investment Management Company 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, offering both discretionary and non-discretionary investment programs with access to various third-party managers.

Francis Haanen is a financial advisor at ON Investment Management CO with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Wisconsin Financial and UWGB. ON Investment Management Company (ONIMCO) 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 manages client accounts through both discretionary and non-discretionary arrangements.

Aaron Briggs is a CFP®-certified financial advisor with 16 years of industry experience. He is currently affiliated with ON Investment Management Company and has previously worked at Merrill and Morgan Stanley. Outside of his advisory role, Briggs serves as a limited partner in an investment-related real estate venture. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm utilizes a dual-registration model, combining broker-dealer activity with advisory services and offering access to various third-party investment programs.

Homayoun Nekoorad is a CFP® with 33 years of industry experience, currently serving at ON Investment Management Company since 2015. He also holds roles at The O.N. Equity Sales Company and Constellation Insurance. Outside of investment advisory, he is involved in mortgage loan origination through Coffee Mortgages. 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, and businesses. The firm offers a range of service models, including comprehensive plans and third-party investment programs, with a mix of discretionary and non-discretionary advisory relationships.

Nathan Furniss is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2012. Outside of advisory services, he is involved in insurance sales, offering life, health, long-term care, disability, property and casualty insurance, as well as fixed annuities. 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 combination of comprehensive and modular financial plans and access to various third-party investment programs, with a focus on both discretionary and non-discretionary account management.

Holly Lindstrom is a financial advisor with ON Investment Management Company and holds a Series 65 credential. She has experience as a CPA, operating her own tax preparation business, Holly Lindstrom CPA LLC, since 2019. Prior to joining ON Investment Management Company in 2026, she worked in various CPA roles from 2015 through 2023. ON Investment Management Company is a SEC-registered advisory firm offering financial planning, portfolio management, and retirement-plan services to individuals, families, trusts, charitable organizations, and businesses. The firm provides access to a range of third-party investment programs and serves clients through a mix of discretionary and non-discretionary accounts.

Elisabeth Olson is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has worked at The O.N. Equity Sales Company since 2019 and previously was employed at Waddell & Reed Inc. from 2016 to 2019. Olson serves on the board of Dementia-Friendly Communities of Northern Colorado, an organization focused on advocacy and support for people with dementia and their families. She is an advisor with ON Investment Management Company, a firm that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive and modular financial plans along with access to various third-party investment programs.

Tyler Gagnon is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at The O.N. Equity Sales Company since 2016 and is also associated with Integrated Financial Network and Ohio National Financial Services since 2015. Outside of his advisory role, he is a licensed career agent involved in the sale and service of life, disability income, and long-term care insurance products. 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 services including comprehensive and modular financial plans and access to third-party investment programs, managing both discretionary and non-discretionary client accounts.

Gregory Shuman is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at firms such as Ameriprise Financial Services and Altitude Capital Management. In addition to his advisory work, he is the owner and independent agent of Guidents, where he markets life, health, and annuity insurance products. ON Investment Management Company is an 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 modular financial plans and access to third-party investment programs, managing a large mix of discretionary and non-discretionary client assets.

Jordan Carrier is a financial advisor at ON Investment Management Company with three years of industry experience. He holds a Series 66 credential and previously worked at Secure Money Masters, the Department of Veterans Affairs, and Bristol Tennessee Essential Services. Outside of advising, he is a commissioned public notary in Tennessee and is affiliated with NOBOX, an estate planning organization. ON Investment Management Company 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, utilizing a mix of discretionary and non-discretionary third-party investment programs.

Luken Cisick is a financial advisor at ON Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked in several firms including Chelsea Financial Services and Evershore Financial Group. Outside of his advisory role, he is involved in insurance sales. 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 services. The firm offers a mix of discretionary and non-discretionary investment programs and operates a dual-registration model that includes broker-dealer activities.

Logan Mast is a financial advisor with ON Investment Management CO, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Hummel Wealth Management, the ON Equity Sales Company, and the Hummel Group. Outside of his advisory role, he operates a small hobby business brokering dogs, connecting breeders with buyers. 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 both discretionary and non-discretionary management through a combination of third-party programs and registered representatives, maintaining a dual-registration model that integrates broker-dealer activities with advisory services.

Richard Yost is a CFP® professional with 50 years of experience in the financial services industry. He is affiliated with ON Investment Management Company and has held roles at multiple firms, including The O.N. Equity Sales Company, Ohio National Financial Services, Equity Services, Inc., National Life Insurance Company, and Fiscal Funding Inc. Outside of his advisory work, he serves as a board member for both NAIFA Lane County and the Society of Financial and Service Professionals – Greater Oregon. 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, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and blends discretionary and non-discretionary management to serve a broad client base.

Nathan Wong is a financial advisor with ON Investment Management CO in Sandy, Utah, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at The O.N. Equity Sales Company since 2011 and Ohio National Financial Services since 2010. Outside of advising, he is an insurance agent specializing in life, disability, and long-term care insurance. ON Investment Management CO 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 a range of services including modular financial plans and access to third-party investment programs, managing a mix of discretionary and non-discretionary client accounts.