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David S
Series 66
Cincinnati, OH
ON Investment Management CO
David Schlabach is a financial advisor with ON Investment Management Co. in Cincinnati, Ohio, holding a Series 66 designation and over 38 years of industry experience. He has been associated with The O.N. Investment Management Co. since 2006 and Hummel Wealth Management since 2007. Outside of his advisory work, he owns a retail business selling folk art and crafts and serves on the board of a community bank. 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 mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model involving broker-dealer activities.
Michael S
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
Michael Sommers is a financial advisor with ON Investment Management Company in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has worked at The O.N. Equity Sales Company and Hummel Insurance Agency since 1987. Outside of his advisory role, he is a partner at Hummel Group, Inc., involved in selling life, health, disability, and long-term care fixed annuities. 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, often integrating third-party investment programs.
Michelle D
Series 63, Series 65, Series 66
Cincinnati, OH
ON Investment Management CO
Michelle Degree is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her previous roles include positions at The O.N. Equity Sales Company, Michelle Marie, RBC Capital Markets, and CUSO Financial Services. 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 comprehensive and modular plans, third-party investment programs, and both discretionary and non-discretionary account management.
Erin W
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
Erin Winer is a financial advisor at ON Investment Management Company with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The O.N. Equity Sales Company since 2008. 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 both discretionary and non-discretionary account management, utilizing a mix of third-party investment programs and IAR-directed strategies.
Daniel O
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
Daniel O'Keefe is a financial advisor at ON Investment Management Company with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with The O. N. Equity Sales Company since 2013. 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, utilizing a mix of discretionary and non-discretionary management approaches and access to various third-party investment programs.
Thomas R
Series 66
Cincinnati, OH
ON Investment Management CO
Thomas Rowland is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds a Series 66 designation and has four years of industry experience. His prior work includes positions at PNC Investments LLC, Macy's Inc, and Equity Trust Company. 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 account management through a mix of third-party programs and IAR-directed solutions.
Jason L
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
Jason Lohnes is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at The O.N. Equity Sales Company, Ohio National Financial Services, and Benefit Architects since 2009. Outside of his advisory role, Lohnes is a ski instructor at Snow Trails. 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, and businesses. The firm offers a mix of discretionary and non-discretionary management through third-party programs and maintains a dual-registration model involving broker-dealer activities.
Ronald F
Series 66
Cincinnati, OH
ON Investment Management CO
Ronald Flowers is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding a Series 66 credential and 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 1994 and operates the Flowers Agency, which sells life, health, disability insurance, and fixed annuities. Outside of his advisory work, he manages this insurance agency, overseeing sales operations and recruitment. 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 third-party investment programs and both discretionary and non-discretionary account management.
Phillip E
CFP®, Series 63
Cincinnati, OH
ON Investment Management CO
Phillip Edwards is a CFP® with 35 years of industry experience, currently affiliated with ON Investment Management CO in Cincinnati, OH. He has worked with Thein Financial Group Inc. since 2008 and The O.N. Equity Sales Company since 1991. Outside of his advisory roles, he serves as Treasurer for Champaign Residential Services, a service agency for the MRDD, and operates a tax preparation business. 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, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment programs and maintains a dual-registration model involving broker-dealer activities.
Brent E
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
Brent Ewert is a financial advisor with ON Investment Management Company in Cincinnati, OH, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2005, Ohio National Life Insurance since 2004, and Edward Jones since 2000. Outside of investment advising, he is involved in insurance sales and health insurance marketing through related businesses. 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 both discretionary and non-discretionary management and combines broker-dealer activity with dual registration to serve a broad range of client needs.
Leslie M
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
Leslie Mcdonald is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and 27 years of industry experience. Mcdonald's work history includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement 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 broker-dealer model.
David S
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
David Smyth is a financial advisor with ON Investment Management Company in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to and alongside his current role at ONIMCO, he has worked at The O.N. Equity Sales Company and Ohio National Financial Services since the early 2000s. Outside of his advisory work, Smyth is involved in various activities including serving as president of a local charitable foundation, hosting financial information podcasts, and engaging in thoroughbred horse racing through a syndicate he leads. 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 investment programs and integrates broker-dealer activities with advisory services, managing a substantial mix of discretionary and non-discretionary client assets.
Anthony C
Series 66
Cincinnati, OH
ON Investment Management CO
Anthony Casnellie is a financial advisor at ON Investment Management Company with 24 years of industry experience. He holds the Series 66 designation and has been with The O.N. Equity Sales Company since 2002. 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, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management through a combination of third-party programs and IAR-directed portfolios.
Steven H
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
Steven Horton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He previously worked with Nationwide Securities Inc. and Nationwide Insurance for over 16 years and is currently affiliated with AuguStar Financial as an external wholesaler. ON Investment Management Company is a 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 third-party investment programs and manages client accounts through a combination of discretionary and non-discretionary advisory relationships.
Evan B
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
Evan Bihl is a financial advisor at ON Investment Management Company with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The O.N. Equity Sales Company since 2006. ON Investment Management Company is a SEC-registered investment adviser and 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 and access to a range of third-party investment programs, serving both discretionary and non-discretionary client accounts.
Matthew C
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
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.
Linwood H
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
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.
Alexander R
Series 63, Series 66
Cincinnati, OH
ON Investment Management CO
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.
Joseph H
Series 66
Cincinnati, OH
ON Investment Management CO
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.
Timothy A
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
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.
Richard O
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
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.
Nathan F
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
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.
Brett H
Series 63, Series 65
Cincinnati, OH
ON Investment Management CO
Brett Hamilton is a financial advisor with ON Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been affiliated with The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of his advisory work, he operates as an independent insurance agent. 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 both discretionary and non-discretionary accounts and employs a dual-registration model, serving clients through a combination of third-party investment programs and advisory relationships.
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