438 Millennium - A Marquis Who’s Who Magazine FINANCE AND INSURANCE For nearly six decades, Phillip L. Trueblood has served as a successful finance professional and entrepreneur. After graduating with a Bachelor of Arts in psychology from Wabash College in 1967, he discovered his interest in the field of finance. In 1967, he entered a position as a vice president and branch manager of Thomson McKinnon Securities, where he worked until 1989. Mr. Trueblood would subsequently hold similar positions at Prudential Securities from 1989 to 1993. After working with several other firms over the course of his career, Mr. Trueblood joined Stifel Financial Corporation as a branch manager and first vice president of investments from 2011 to 2022. During this time, he and his son decided to start their own finance firm, and in 2022, Trueblood Wealth Management was founded. Today, he serves as a managing partner for the firm. The company has already achieved much in its first two years of operation, and Mr. Trueblood looks forward to expanding the business to a second office in the coming years. Millennium Magazine Featured Listee MANAGING PARTNER Trueblood Wealth Management Lima, OH J. Gregory Tull, CFA, is a charter holder who has worked with clients as the principal of Meritas Advisors LLC since 2011. Specializing in comprehensive financial planning and investment management for families and individual clients, he builds on 30 years of expertise developed in roles with firms such as JP Morgan, Volpe Brown Whelan, and Pacific Growth Equities. Mr. Tull holds a BA in economics from Harvard University and a master’s degree in economics with honors from University College Dublin. A former competitive swimmer, he previously held records at Harvard, the NCAA Division 1 record-holder, and as a Master’s world champion. Mr. Tull considers starting Meritas Advisors to be the culmination of his professional goals, and he is proud to use his unique position to benefit the community. He is a past member of the boards and executive committees of Marin Montessori School, the Twin Cities Little League, the Rotary Club of Ignacio, and the Friends of Harvard Swimming and Diving. He was instrumental in securing funding for Marin Montessori School’s 2007 expansion to launch a junior high school. PRINCIPAL Meritas Advisors LLC San Rafael, CA J. GREGORY TULL, CFA PHILLIP L. TRUEBLOOD
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