Morgan Less is a financial advisor with ON Investment Management Company in Cedar Rapids, IA, holding a Series 66 designation and four years of industry experience. Prior to joining ONIMCO, Morgan worked for Collins Aerospace for 13 years. Outside of advisory work, Morgan collaborates with Quantum to identify fixed annuities and fixed-indexed annuities for clients seeking these products. ON Investment Management Company is a SEC-registered investment 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 account management and operates a dual-registration model involving broker-dealer activity and solicitor arrangements.

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.