Meet your go-to business consultants who are ready to listen, learn, and help.
ADVISOR CONSULTING TEAM
Our Advisor Consulting Team provides industry-leading expertise to help you grow a thriving practice. They keep you and your clients in mind throughout the engagement, directing a one-of-a-kind experience with you and for you every step of the way.
Advisor Consulting Team
Team members by zip code
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Leadership Team

Dan O'Toole
Senior Vice President, Head of Advisor Consulting


Chris Engel
Vice President, Private Wealth – Sales & Consulting


Chris Barlow, CFA®
Vice President, National Sales Manager


Nicole Nicdao
Vice President, National Accounts

Regional Consultants

Kevin Bosch
Senior Regional Consultant


Garrett DeSalle
Internal Consultant


Makenna Ellis
Internal Consultant

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Ron Francisco
Regional Consultant


Blake Holbrook
Regional Consultant


Cody Holbrook
Internal Consultant


Dan Messmer
Senior Regional Consultant


Will Naas
Regional Consultant


Eddie Pollina
Internal Consultant


Joe Tocyloski
Senior Regional Consultant


Michael Walling
Regional Consultant

Requests for Information
We strive to provide you with the information and data you need in a timely manner to ensure the stability and transparency of our partnership with you. For all of your Request for Information (RFI) and Due Diligence Questionnaire (DDQ) needs, please reach out to our RFI team at [email protected].
Join Our Team
If working in the investment management field sounds like something you'd love to do, you're in luck. We're hiring qualified candidates! Explore our open positions and advance your career with Meeder.
Contact
Looking for someone specific? Find their contact information in the Advisor Consulting Team section above.
Not sure who you need to talk to? No problem. Just complete the form below and we'll be in touch.
Not sure who you need to talk to? No problem. Just complete the form below and we'll be in touch.