Home > Our Company

SINCE 1968

Providing independence, value, & stability

Since our founding in 1968, we've held true to our core values, and have evolved with our ever-changing industry to prosper where others have not succeeded. At ONESCO, we believe in:

Promoting flexibility
Supporting with extraordinary value
Delivering uncommon stability

ONESCO FACTS

Over 50 years of consistency to help you grow

We are proud of over 50 years of delivering uncommon stability in uncertain times and will continue to support your business.

2.7M

Transactions Processed

In 2022 (in millions)

Mutual Funds
Annuities & Variable Life
Group Retirement Plans
Unit Investment Trusts
Alternative Investments
529 College Savings Plans
And, more!

ONESCO Products

Mutual Funds

Annuities & Variable Life

Group Retirement Plans

Unit Investment Trusts

Alternative Investments

529 College Savings Plans

And, more!

22.81%

OMNICO Platform

Modeling & Rebalancing Tools

Block Trading, Variance, & Drift Reporting

Automatic Billing

Consolidated Statements

Performance Reports

Client Portal

Financial Planning Software

Average Annual Growth Rate

RIA assets under management

(2010 - 2022)

Modeling & Rebalancing Tools
Block Trading, Variance, &
Drift Reporting
Automatic Billing
Consolidated Statements
Performance Reports
Client Portal
Financial Planning Software

10:1

Representative to Employee Ratio

Clearing through Pershing LLC
Full-service Securities Trading
Dedicated & Expert Fixed
Income Desk
Cash Management Services
Banking Services
High-Net-Worth Programs

ONESCO Trade Desk

Clearing through Pershing LLC

Full-service Securities Trading

Dedicated & Expert Fixed Income Desk

Cash Management Services

Banking Services

High-Net-Worth Programs

THE ONESCO FACTOR

Extraordinary support with an independent focus

Come home to ONESCO where you can create and build your own vision, where independence means the power to choose and you have the comfort of stability.

ADVISOR EXPERIENCE

Here's what our advisors are saying about their journey with ONESCO

BILL MERCER

CLU

Mothersford, OH

TREVOR PFRANG

Investment Advisor

Applebees, GA

ALLEN BRUCE

ChFC, CLU

Clementine, VA

MEET THE TEAM

Committed to exceeding your expectations

Here, you're not just another advisor. You're a valued member of a community dedicated to helping you thrive independently.

Nancy Westbrock

President and Chief Executive Officer

Nancy joined the company in 1997 as a senior programmer analyst. She joined ONESCO as Director, ONESCO Operations in 2009 and became the Chief Operations Officer in May 2015. In 2016, she was promoted to Vice President, ONESCO Operations. In 2023, Nancy started in her current role as President and Chief Executive Officer. She received her undergraduate degree from Miami University.

Andy VanHoy

Vice President and Chief Compliance Officer

Andy joined ONESCO in 2000 as a field compliance manager and was promoted to the officer level in 2006. He earned a bachelor’s degree in Economics from Indiana University and an MBA from the University of Cincinnati.

Terry Garrard

Second Vice President, National Sales Director

Terry joined ONESCO in 1999 and is responsible for ONESCO's practice management and technology consulting program, in addition to the firm's marketing initiatives. He also manages ONESCO's product relationships and serves as Due Diligence Officer. Terry earned his bachelor's degree from Miami University and earned his MBA from Xavier University.

Adam Mackintosh

Second Vice President, Investment Advisory

Adam joined ONESCO in 2008 as a marketing consultant and was promoted to Assistant Director, ONESCO Marketing in July of 2011. He was promoted to Investment Advisory Product and Marketing Officer at ONESCO in 2012. Adam earned a bachelor's degree in Finance from Wright State University.

Brian Tabler

Assistant Vice President, Trade Desk & Direct Operations

Brian joined ONESCO in 1998 and is currently Director, ONESCO Trade Desk. Before joining Ohio National, he worked in the banking industry. Brian earned a Bachelor of Science from Miami University.

Evan Bihl

Director, ONESCO Field Compliance

Evan joined ONESCO in 2006 and is currently Director, ONESCO Field Compliance. He has several years of experience in the financial services industry from working at another broker dealer in its High Net-Worth Division. Evan holds a Bachelor of Science in Business Management and Business Administration from Northern Kentucky University, as well as the designation for Certified Regulatory and Compliance Professional (CRCP) - FINRA/Wharton School of Business, University of Pennsylvania.

Katie Schwarber

Director, ONESCO Customer Service

Katie joined ONESCO in 2013 and is currently Director, ONESCO Customer Service. She has several years of experience in the financial services industry working at another broker/dealer, as well as a management platform. Katie studied Business Administration and Political Science at Northern Kentucky University.