Meeder Advisor Consulting, Primerica’s Trusted Partner

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.

Tim Brand joined Meeder in 2024 as Senior Vice President, Head of Distribution for Advisor Consulting. Tim brings over 30 years of investment management and leadership experience to our firm. Tim has a track record of building and leading high-performing distribution teams, driving asset growth, and expanding market presence through strategic partnerships with RIAs, broker-dealers, and national platforms. Prior to Meeder, Tim served as Head of Distribution with Convexitas and has held various sales leadership roles with Calamos Investments including Head of US Intermediary Distribution, Global Sales Director, and Director of East Division Sales. Tim holds a Bachelor’s Degree in Management from Hartwick College and is a Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) charterholder.

David joined the firm in 2024 as Vice President of Internal Sales and Operations, bringing over 20 years of experience in financial services, intermediary distribution, and wealth management. He oversees the internal consultants and operations for Meeder’s Advisory Consulting group. David graduated from the University of California, San Diego, with a BA in Economics and is a Chartered Alternative Investment Analyst (CAIA).

Will joined the firm in 2023. 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.

Dan joined the firm in 2017 and serves as Senior Vice President, Strategic Initiatives, 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.

Kevin joined the firm in 2022 bringing with him over 25 years of industry experience, including 20+ 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.

Ross Emrick partners with financial advisors and intermediaries across Ohio, Michigan, Indiana, Kentucky, Western Pennsylvania, and Western New York. As a Senior Regional Consultant with Meeder, he brings experience from his prior roles as an Internal Investment Consultant and Regional Consultant for Meeder’s South Central region. Ross also worked as a Regional Director at BNY Mellon. He holds a Bachelor’s degree in Economics from The Ohio State University and has earned his BFA designation.

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.

Ron joined the firm in 2023 and 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 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.

Josh West joined Meeder in 2025 as the Regional Consultant for the West territory in the Advisor Consulting Group. Josh brings over 20 years of sales experience most recently with The Hartford Funds and Fidelity Investments with a track record of driving asset growth and expanding market presence with Financial Advisors and RIA’s. Josh holds a Bachelor’s Degree from the University of Florida and is a Certified Investment Management Analyst.

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.

Byul joins Meeder as an Internal Consultant in the Advisor Consulting division, bringing a strong foundation in investor relations. He graduated from the University of California, San Diego, with a Bachelor of Arts in International Business. Prior to Meeder, Byul honed his expertise at CrowdStreet as an Associate of Privately Managed Accounts, where he specialized in serving qualified purchasers and high-net-worth clients.

Troy joined Meeder as an Internal Consultant in the Advisor Consulting division. He graduated from The Ohio State University with a Bachelor of Science in Business Administration, specializing in Finance. Most recently, Troy was a Financial Advisor at Thrivent, where he guided clients in achieving their financial goals through personalized investment strategies and comprehensive planning solutions.