Triad Advisors


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
Michael Gatti
Vice President Business Development
Greg Kalosieh
Vice President Of Relationship Management
Will Cochran
Vice President Relationship Management
Cfp® Lee Duckworth Aif®
Registered Representative
Thomas Ouellette
Registered Principal
Philip Harris
Registered Principal