Dan joined the firm in 2017 and serves as Senior Vice President and Head of Advisor Consulting. Dan brings more than three decades of industry and investment management experience to Meeder, having served as Senior Managing Director and Head of National Sales at Horizon Investments and Senior Vice President at AssetMark Investments. Dan oversees the firm’s market positioning and development of key messaging for the firm’s third-party distribution channel. 

With decades of experience in the advisory industry, Chris has been proven as a trusted partner through effectively guiding advisors to become more successful as they grow their business. Prior to joining Meeder Chris began his career as a Financial Advisor, as a Relationship Manager at ING Financial Partners, followed by Vice President of Sales at Horizon Investments. Most recently, Chris was a Regional Vice President with Advisors Capital Management specializing in Separately Managed Accounts. Chris holds an MBA from the University of Massachusetts Amherst and a BA in Accounting from the University of Northern Iowa.

Chris Barlow joined Meeder in 2022 and serves as Vice President, National Sales Manager for Meeder’s Advisor Consulting team. He brings more than two decades of industry and investment management experience to Meeder, having previously served as National Sales Manager at BMO Global Asset Management and in other various national and regional sales roles at firms such as Russell Investments and Wells Fargo. Chris graduated from Brigham Young University and has earned the right to use the CFA® designation. He has co-authored several industry white papers and spoken to a variety of industry issues in various media outlets. Chris and his team focus on helping financial advisors lift their practices and find ways to more effectively serve their clients.

Nicole has 20+ years of experience building and cultivating relationships in the investment management industry, coming to Meeder. She was previously Head of Intermediary Solutions with AEW Capital Management. Prior to AEW, she held strategic relationships, national accounts and business development leadership positions with Goldman Sachs, S&P Global and Blackrock. She is a graduate of Rutgers University with a BA in Communications, Sociology, and Economics.

As a Regional Investment Consultant of Meeder Investment Management, Jim consults and collaborates with partners advisors throughout the investor and advisor lifecycle. Since graduating from The Pennsylvania State University with a Bachelor of Science in Finance, Jim has expanded his knowledge of many aspects of the financial advisor industry including, risk management, portfolio construction, practice management, capital market fluctuations, retirement income planning and goals-based investing. Jim joined Lockwood Advisors/Pershing LLC in their institutional division working with broker dealers around the country. Following a very successful tenure at Lockwood/Pershing, Jim transitioned to working on the front end of investment management by joining Clark Capital Management Group based in Philadelphia, PA. Jim was responsible for increasing partner advisor assets under management in the Pacific Southwest. Jim joined Meeder Investment Management in 2018. 

Kevin joined the firm in 2022 bringing with him over 25 years of industry experience, including 18 years in the wholesale distribution industry. Kevin’s ability to dig deep into the opportunities and challenges of an advisor’s practice has resulted in many long-term relationships. Kevin is a graduate of the University of Missouri – Columbia. 

Ron joined the firm in 2023 and serves as the Regional Consultant covering the South-Central United States. Ron brings nearly two decades of industry and investment management experience to Meeder, having served as Senior Internal Sales Consultant, Institutional Business Development, and Regional Director at Janus Henderson Investors, Northern Trust Asset Management, and GuideStone Asset Management.  Ron oversees the firm’s clients and development of key strategic advisory relationships in Texas, Oklahoma, Louisiana, Arkansas, and New Mexico.

Blake supports two territories that cover the Midwest and New England. Blake holds a degree from Ohio University in Corporate Finance. Blake’s passion has been helping individuals prepare for their retirement goals. Prior to Meeder, Blake worked with Nationwide Insurance as a sales representative in the Life Insurance division.

Cody covers several territories that span over Central Plains, Rocky Mountain, and West territories. With a degree from The Ohio State University in Consumer and Family Financial Services, Cody’s passion has been helping individuals prepare for their retirement goals. Previously, Cody worked with Nationwide Insurance as a Financial Specialist and Principal Financial Group as a Financial Advisor.

Dan works closely with financial advisors and intermediaries in Ohio, Michigan, Indiana, Kentucky, Western Pennsylvania and Western New York. Dan Messmer has been with Meeder since 2013. Dan brings seven years of investment industry experience to Meeder with previous positions as Territory Management Representative and Internal Investment Consultant. Dan is a graduate of Ohio University with a BBA in Finance, Marketing, and Sales.

Will joined the firm in 2023 as a Regional Consultant in the Rocky Mountain Territory. Will graduated from Adams State University with a B.S. in finance and has spent the last decade working in all facets of financial services. He has most recently been working as an Account Executive with TIFIN Wealth in Colorado, in which he helped advisors navigate investment products and technology to better serve their clients.

Joe joined the firm in 2016 as Senior Regional Consultant. Joe brings more than 30 years of investment industry experience to Meeder, with recent positions such as Director and Senior Regional Manager at Alliance Bernstein, specializing in mutual funds, managed accounts, and college savings plans. During his tenure at Alliance Bernstein, Joe received Century Club status (a top sales award) 14 times. Joe earned his B.A. in business from Rutgers University.