Samuel Ross is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with ON Investment Management Co. and its affiliated firms since 2007. Outside his advisory work, he is involved in tax preparation and serves as a vice president at a firm selling various insurance products. ON Investment Management Company is a multi-team 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, and businesses. The firm offers a combination of discretionary and non-discretionary advisory services, often engaging in dual-registration activities through its affiliated broker-dealer.

Michael Bird is a CFP® and ChFC® with 29 years of industry experience. He is affiliated with On Investment Management Company and has worked at Ohio National Financial Services since 2013. In addition to his advisory work, he is involved in insurance sales and operates a tax preparation service. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including both discretionary and non-discretionary options, with a platform that incorporates third-party investment programs and IAR-directed managed accounts.

Jordan Carrier is a financial advisor at On Investment Management Company with a Series 66 credential and three years of industry experience. His prior work includes positions at The O.N. Equity Sales Company, Secure Money Masters, the Department of Veterans Affairs, and Bristol Tennessee Essential Services. Outside of his advisory role, he provides notary services in Tennessee and is affiliated with NOBOX, an estate planning organization offering referral services. 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 both discretionary and non-discretionary accounts, utilizing a range of third-party investment programs.