Cincinnati, OH Waterstone Blvd Office

Bradford Smith is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 65 and Series 63 credentials and bringing 22 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Ameritas Advisory Services, and Freestone Capital, among others. On Investment Management CO is a SEC-registered investment adviser that serves individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm combines discretionary and non-discretionary management approaches and offers access to third-party investment programs.

Patty Scott is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2016. Outside of her advisory role, Scott is involved with Heart 4 Seniors, a nonprofit focused on raising awareness and locating services to assist disabled seniors. On Investment Management CO (ONIMCO) is a multi-team 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 range of comprehensive and modular financial plans, access to various third-party investment programs, and a mix of discretionary and non-discretionary account management.

Evan Smith is a financial advisor with On Investment Management Company in Cincinnati, OH. He holds the ChFC® and Series 63 designations and has 15 years of industry experience. He has worked at THE O.N. Equity Sales Company since 2010 and Ohio National Financial Services since 2007. Outside of his advisory role, he is involved with JT CLARK & ASSOCIATES, where he contracts clients, conducts financial reviews, and designs financial services including insurance and non-registered financial products. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm’s platform includes fee-based planning, access to multiple third-party investment programs, and retirement plan advisory services, offering both discretionary and non-discretionary managed account options.

Michael Weldy is a financial advisor with On Investment Management Company in Cincinnati, OH, holding a Series 63 designation and 22 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2018 and was previously with Cetera Advisors LLC from 2013 to 2018. Weldy also owns and operates Weldy Financial & Wealth Management, which focuses on fixed insurance products. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of third-party investment programs and managed account options, with a mix of discretionary and non-discretionary asset management.

Tyler Gagnon is a financial advisor with On Investment Management Company based in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has worked with THE O.N. Equity Sales Company since 2016 and has been affiliated with Integrated Financial Network and Ohio National Financial Services since 2015. Outside of his advisory role, he is a 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 and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs including fee-based planning and managed accounts, with a significant portion of its assets under management held in non-discretionary client relationships.