OneDigital

Katie Calpin is a financial advisor with OneDigital, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Triad Advisors, LPL Financial, and OSAIC. She also engages in the sales and service of non-variable insurance products on a limited basis. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse clientele, employing a range of analytic approaches and model strategies that include ETFs, mutual funds, private funds, and structured products.

Maribeth Snodgrass is a financial advisor with OneDigital in Clayton, MO, holding a Series 66 designation and 19 years of industry experience. She has worked at Resources Investment Advisors, LLC since 2022 and at HM Capital Management since 2005. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, employing a variety of analytic approaches and model strategies that include ETFs, mutual funds, private funds, and structured products. The firm offers both discretionary and non-discretionary management and utilizes support from major sponsors like BlackRock, Fidelity, and PIMCO.

Ronald Letaw is a financial advisor with OneDigital, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at several firms including Fidelis Fiduciary Management, Montgomery Retirement Plan Advisors, Independent Financial Partners, and LPL Financial before joining OneDigital in 2020. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, endowments, foundations, and corporations. The firm employs a variety of analytic approaches and model strategies, offering both discretionary and non-discretionary management, and integrates third-party sub-advisers and a range of investment products.

Aiden Grieco is a financial advisor at OneDigital with a Series 65 credential and one year of industry experience. His prior work includes roles at DriveWealth and Ohio University. Outside of advising, he is involved in the sales and service of non-variable insurance products. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, endowments, foundations, and corporations. The firm employs a variety of analytic approaches and model strategies, using ETFs, mutual funds, private funds, and structured products, and offers both discretionary and non-discretionary management.

Andrew Gibson is a Series 65-licensed financial advisor with OneDigital, based in Raleigh, NC, and has three years of industry experience. He has worked at OneDigital Investment Advisors LLC since 2022 and previously held a position at State Farm in 2021. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals and institutional clients. The firm employs a range of analytic approaches and model strategies primarily using ETFs and mutual funds, and it offers both discretionary and non-discretionary management options.

Brian Ransom is a CFA® charterholder affiliated with OneDigital in Athens, GA. He has worked at OneDigital Investment Advisors LLC since 2025 and has prior experience at Signature Wealth Management Group and Raymond James Financial, Inc. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, endowments, foundations, and corporations. The firm employs a variety of analytic methods and model strategies that include ETFs, mutual funds, and other investment vehicles, with both discretionary and non-discretionary management options.

Tyler Clark is a financial advisor with PFG Advisors holding a Series 66 designation and 13 years of industry experience. He has previously worked at Equitable Advisors and Axa Advisors, LLC. Tyler also operates his own advisory business, Tyler Clark, since 2012. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Jeffrey Nordt is a Series 66-credentialed financial advisor with 11 years of industry experience. He currently works at OneDigital and has held positions at firms including Triad Advisors and TD Ameritrade. Nordt is also involved with Bukaty Financial Services as a financial consultant. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and corporations. The firm utilizes a range of analytic approaches and model strategies, with offerings that include both discretionary and non-discretionary management.

Mindy Filer is an investment advisor at OneDigital with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Triad Advisors, The Vanguard Group, and LPL Financial. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, utilizing a range of analytic approaches and model strategies primarily involving ETFs and mutual funds. The firm offers both discretionary and non-discretionary management and collaborates with third-party sub-advisers to implement client portfolios.

Kevin Lyons is a financial advisor with OneDigital, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Great Lakes & Atlantic Management, International Assets Advisory, Generations Wealth Planning, and UBS. He is based in Sarasota, FL. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, endowments, foundations, and corporations. The firm employs a range of analytic approaches and model strategies, utilizing ETFs, mutual funds, private funds, and structured products, with both discretionary and non-discretionary management options.

Walter Ziffer is a financial advisor with OneDigital and holds Series 63 and Series 65 designations. He has 33 years of industry experience, including prior roles at KRPG Advisors LLC, Greenleaf Advisors, and Grove Point Investments LLC. In addition to his advisory work, he is also a licensed insurance agent, recommending and implementing insurance products as part of his financial planning services. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporations. The firm employs a variety of analytic approaches and model strategies, utilizing ETFs, mutual funds, and alternative investments, with both discretionary and non-discretionary management options.

Neil Netoskie is a financial advisor with OneDigital in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes positions at LPL Financial and Triad Advisors. He is also president of NCNWSN Holdings, LLC, where he assists individuals with life insurance needs. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a broad client base including individuals, high-net-worth clients, trusts, and corporations. The firm employs a diverse range of analytic approaches and model strategies, utilizing ETFs, mutual funds, private funds, and structured products, and offers both discretionary and non-discretionary management.

Anthony Muraski is a Series 65-licensed advisor at OneDigital with three years of industry experience. He previously worked at Huntington National Bank and Old National Bank. Muraski is co-owner of BMW Properties, LTD, which holds a residence for a relative. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a variety of analytic approaches and model strategies, including discretionary and non-discretionary management, and works with third-party sub-advisers.

Gregory Powell is a financial advisor with OneDigital, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at LPL Financial and Lincoln Financial Advisors. Powell is based in Cypress, Texas. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm employs a range of analytic approaches and model portfolio strategies, utilizing ETFs, mutual funds, private funds, and structured products, with both discretionary and non-discretionary management options.

Mark Ray is an advisor at OneDigital with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OneDigital Investment Advisors LLC since 2021, following prior roles at Triad Advisors and Kestra Financial Services. Outside of his advisory work, Ray serves as CFO and Treasurer on the board of a homeowners' association in Gold River, CA, and operates a consulting sole proprietorship. OneDigital provides investment advisory, financial planning, insurance advisory, and family-office services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs various analytic approaches and a broad range of model strategies, including both discretionary and non-discretionary management, with access to third-party sub-advisers.