John Riley is a Group Benefits Lead Consultant & Investment Advisor Representative, and he joined the firm in 2015. He has over 25+ years of experience in the group benefits and retirement plan advisory services industries. John is the lead consultant for TCP’s group employee benefits and retirement plans practice areas. John helps clients with corporate benefit plans, corporate retirement plans, corporate financial education for employees and private client wealth management. John also specializes in establishing new client relationships and managing current client benefit accounts.

Mr. Riley earned a Bachelor’s degree in Finance from Capital University. Upon completion of the education, examination and experience requirements, John has earned an Accredited Investment Fiduciary (AIF) designation, achieved his Certified Employee Benefit Specialist (CEBS) designation and is a Chartered Mutual Fund Counselor (CMFC). His securities licenses include Series 6, 63, 65, and he carries several state insurance appointments.

During his career, he has been a lead producer in a Retirement Plan Advisory practice area and has spearheaded many statewide projects including the development of a Medical Plan and Wellness Program Consulting Practice. John has been a speaker at many state-wide symposiums, including the Ohio Hospital Association Annual Conference, the Ohio Society of Hospital Human Resources Administrators and the Ohio Society of CPAs. John has also presented at the TD Ameritrade National Advisor Conference. John couldn’t be happier about the impact our firm is having on both our plan sponsors and plan participants.

John Riley is registered to conduct securities business in AZ, CA, FL, NC, NY, OH, PA, SC, TX, VT, WA, WV.

Insurance-related services may not be provided to individuals residing in any states other than OH, CO, FL, KY, NC, PA, SC, TN, TX, WV.  No offers may be made or accepted from outside the specific states referenced.