Triad Advisors

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At Triad Advisors, we understand your desire for independence and the freedom to make your own decisions for your own clients. That is why hundreds of independent financial professionals across the country have made Triad Advisors their broker/dealer partner. Our nourishing, personalized culture of... Read more


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Jeff Rosenthal
President and CEO
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Jeffrey st. John
Svp, Director Of Technology
Philip Harris
Registered Principal
Ricp Missy Nelson Bfa
Vp, Relationship Management
Cfp® Brett Kusske
Registered Representative DBA As Kusske Financial Inc.
Monica Salaiz-Narvaez Cfp®
Registered Representative
Bryan Wasserman
Registered Representative
Ruby Holmgren
Advisory Services Associate At Triad Hybrid Solutions
Cfp® Lee Duckworth Aif®
Registered Representative