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Christopher M

Series 63, Series 65

Canfield, OH

Mediate Financial Investment Advisory Services, LLC

Christopher Mediate is a financial advisor at Mediate Financial Investment Advisory Services, LLC with 18 years of industry experience. He has been associated with Mediate Financial Services, Inc. since 1994 and has operated his advisory firm since 2011. Additionally, he is involved in insurance sales and tax planning through ownership of Mediate Financial Services, Inc. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and cyclical sector rotation, using proprietary model portfolios and typically seeks discretionary authority to manage client accounts custodied at Charles Schwab.

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Christopher M

Series 65

Canfield, OH

Mediate Financial Investment Advisory Services, LLC

Christopher Mediate is a Series 65-licensed financial advisor with Mediate Financial Investment Advisory Services, LLC, where he has worked for four years. He also has experience with Mediate Financial Services, Inc., an insurance and financial services firm he has been affiliated with since 2013. Prior to his advisory career, he was employed at Ohio University for four years. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach emphasizes asset allocation and cyclical sector rotation, using proprietary model portfolios and typically seeking discretionary authority to implement client portfolios.

Annuities
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John R

Series 65

Canfield, OH

Mediate Financial Investment Advisory Services, LLC

John Ryan is a financial advisor at Mediate Financial Investment Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and has prior work history including roles at McCammon-Hunt Insurance Agency and Boston Scientific Corporation. Ryan is also a licensed insurance agent involved in life and health insurance sales. Mediate Financial Investment Advisory Services provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, and business entities. The firm’s investment approach focuses on asset allocation and cyclical sector rotation, utilizing proprietary model portfolios to manage client accounts.

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