Meeder Advisory Services, Inc.

Neil Patel is a financial advisor at Meeder Advisory Services, Inc. in Dublin, OH, holding a Series 65 designation. He has been with Meeder since 2025 and has prior experience in various roles including positions at The Ohio State University and Total Care Therapy. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm utilizes proprietary quantitative methodologies and model construction to manage diversified portfolios, often acting as a discretionary manager while offering tax-aware and personalized benchmark solutions.

James Morton is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Huntington National Bank, United States Navy, Cetera Investors, and Nick Ryans. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm uses proprietary quantitative methodologies and model construction to allocate across various asset classes and offers tax-aware and age- or risk-based model solutions.

Joseph Tocyloski is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 63 designation and 36 years of industry experience. He has been with Meeder Advisory Services since 2016. Outside of his advisory role, he has an ownership interest in a boutique business, J Lor Fashions Inc. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm employs proprietary quantitative methodologies and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while supporting non-discretionary programs through financial intermediaries.

Timothy Brand is a financial advisor with Meeder Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Meeder in 2024, he worked at Calamos Advisors LLC and Calamos Financial Services for 12 years. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm uses proprietary quantitative methodologies and offers a range of tax-aware and risk-based model solutions, often acting as a discretionary manager while serving as a strategist or model provider in various programs.

Angelo Manzo is a CFP® and CFA® with 17 years of experience in financial advising. He has been with Meeder Advisory Services, Inc. since 2015. Outside of his advisory role, he is a licensed real estate agent and owner of Land Realty in Columbus, OH. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies to manage portfolios across equities, fixed income, and mutual funds, offering tax-aware and risk-based model solutions with a range of discretionary and non-discretionary program options.

Kevin Kruse is a financial advisor at Meeder Advisory Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial Strategies from 2017 to 2024. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm uses proprietary quantitative methodologies and offers tax-aware and personalized model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

Amy Kaufman is a financial advisor at Meeder Advisory Services, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera and Summit Brokerage Services. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through a variety of managed account programs. The firm uses proprietary quantitative methodologies to allocate across multiple asset classes and offers tax-aware and customized model solutions, often acting as a discretionary manager or strategist depending on the program.

David Lien is a financial advisor at Meeder Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, CrowdStreet Capital, Emerson Equity, and Altegris Investments. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm uses proprietary quantitative methodologies and model construction to allocate across asset classes and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while serving as a strategist or model provider in non-discretionary programs.

Ted Clark is a financial advisor with Meeder Advisory Services, Inc. in Dublin, Ohio, holding a Series 66 designation and 23 years of industry experience. He has been with Meeder Advisory Services since 2014. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub‑advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm uses proprietary quantitative methodologies for asset allocation and offers tax-aware, age- or risk-based model solutions, often managing portfolios to personalized benchmarks.

David Pagliaro is a financial advisor with Meeder Advisory Services, Inc. in Dublin, OH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked for the Frank Russell Company for 21 years before joining Meeder Investment Management in 2026. Meeder Advisory Services provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies and model construction to manage a range of portfolios, including tax-aware and risk-based solutions, often acting as a discretionary manager while collaborating with intermediaries.

Byul Jheong is a financial advisor at Meeder Advisory Services, Inc. with three years of industry experience. Prior to joining Meeder in 2024, Jheong worked at CrowdStreet Capital LLC and related entities from 2022 to 2024, and held roles at Better.com and TCWGlobal. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm employs proprietary quantitative methodologies and manages portfolios that include equities, fixed income, Meeder mutual funds, and selected third-party funds.

Joshua Hunter is a financial advisor at Meeder Advisory Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked in roles at The Bellevue Hospital, Cross Country Mortgage, and Schroderer & Company CPA LLC. Outside of his advisory work, he is a partner in Dart-Frog Ventures, LLC, a virtual touring and marketing business. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients. The firm uses proprietary quantitative methodologies to manage portfolios across equities, fixed income, and mutual funds, offering solutions tailored by tax, age, or risk profile.

Chris Engel is a financial advisor at Meeder Advisory Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Advisors Capital Management, Quasar Distributors, and Horizon Investments. Engel has been with Meeder Advisory Services since 2019. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through various managed account programs and model portfolios. The firm uses proprietary quantitative methodologies to allocate across multiple asset classes and offers tax-aware and personalized model solutions, often acting as a discretionary manager while supporting intermediary clients with performance reporting and model consulting.

Ross Emrick is a financial advisor with Meeder Advisory Services, Inc. based in Dublin, OH. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior roles include positions at BNY Mellon Advisors, Pershing LLC, and J.P. Morgan Securities. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm employs proprietary quantitative methodologies to allocate across various asset classes and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while providing periodic model performance reporting.

Daniel Liss is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Meeder Advisory Services, Inc. in Dublin, OH, with four years of industry experience. His prior roles include positions at multiple Cetera entities and Root Insurance. Meeder Advisory Services, Inc. provides portfolio management, strategist/sub-advisory, and retirement plan services to financial intermediaries, plan sponsors, and individual clients through separately managed accounts, model portfolios, and Meeder Investment Portfolios. The firm utilizes proprietary quantitative methodologies and offers tax-aware, age- or risk-based model solutions, often acting as a discretionary manager while providing periodic performance reporting to clients.