About Us

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.



Fiduciary Support

Assistance with fiduciary responsibilities for Plan Sponsors


Participant Education

Promoting greater understanding about the importance of saving & investing for 401(k) plan participants


Wealth Management

Practical investment management becomes the catalyst for continued progress

Our Team

Vice President

Joe is an Accredited Investment Fiduciary, AIF® and Certified Plan Fiduciary Advisor, CPFA®.  He has been working in the wealth management business since 2004. Joe specializes in...

Vice President

Mike is Vice President of OneGroup Retirement Advisors, joining the firm in 2012. On a day-to-day basis Mike works closely with Retirement Plan Sponsors providing a comprehensive...

Vice President

Chuck is an Accredited Investment Fiduciary® and a Certified Plan Fiduciary Advisor. He has been in the business since 2004 where his responsibilities included plan design...

Vice President

Michael is an Accredited Investment Fiduciary® . He has been in the industry since 2012. Throughout his career he has held various positions where he gained valuable experience...

Client Relationship Manager

Karen has been working in the financial industry since 1993. She began her career in retail banking before transitioning to investment services in 1997, where she has worked in...

Qualified Plan Specialist

Mike is an Accredited Investment Fiduciary® designee and the Qualified Plan Specialist for our team. In this role, he further enhances our existing participant education program...

Associate Advisor

John is a Chartered Retirement Planning Counselor®. He has been working in the financial services industry since 2011. His focus is on helping individuals and families manage their...


*For the fourth year in a row, OneGroup Retirement Advisors has been named one of The National Association of Plan Advisors (NAPA) Top DC (defined contribution) Advisor Teams. This year’s list, which focuses on teams with at least $100 million in AUA, represents more than $1 trillion in DC assets under advisement.  Significantly, those teams include more than 1500 advisors – and many more support personnel – working to help Americans prepare for a financially satisfying retirement in 40 states and Puerto Rico. 

*Chuck Baracco and Mike Tisdell received individual recognition by being named to NAPA’s list of Top Advisors under 40.  The list is compiled based on nominations provided by NAPA Broker-Dealer/RIA Firm Partners. Nominations are vetted by a panel of senior advisor industry experts and evaluated based on a combination of quantitative and qualitative data. The individuals named are widely regarded as future leaders within the retirement plan advisor industry. ​


Our Partners

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.