Meet your go-to business consultants who are ready to listen, learn, and help.
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
David Lien, CAIA®
Vice President, Internal Sales & Operations
Chris Engel
Vice President, Private Wealth – Sales & Consulting
Nicole Nicdao
Vice President, National Accounts
Regional Consultants
Kevin Bosch
Senior Regional Consultant
Garrett DeSalle
Internal Consultant
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.

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.