Cincinnati, OH One Financial Way Office

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 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 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 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'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 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 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 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 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 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 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 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 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 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 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.