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 service naturally attracts a diverse mix of successful financial professionals and is a primary reason why Triad has been consistently ranked, over the years, as one of the leading broker/dealers in the industry as measured by growth in revenue, assets and production per advisor.

With an extensive menu of products, technology systems and total wealth management solutions, we deliver the resources to help serve your clients and grow your business more efficiently and effectively.

This is not a solicitation or recommendation to purchase or sell any investment product or service, and should not be relied upon as such. Triad Advisors, LLC member FINRA/SIPC.  

Third-party comments may not be representative of all customer experiences. Please see website for full disclosures. 

Insurance

Investment Management

Triad Advisors

Jeff Rosenthal

Cfp® Sabrina Peterson Aif®, Cpfa

Rick Magill

Philip Harris

Thomas Ouellette

Monica Salaiz-Narvaez Cfp®

Mike Kelly

Cfp® Lee Duckworth Aif®

Kristen Tricarico

Cfp® Brett Kusske

Zachary Ballance

Sacorya Ware

Ava Harris

Ruby Holmgren

Jr. Cfp® Mike Kelly

David Kass

Bryan Wasserman

Will Cochran

Ricp Missy Nelson Bfa

Greg Kalosieh

Michael Gatti

Allison Schaberg - Consolidated Planning Group

Jeffrey st. John

The Leadership Team at Triad Advisors is responsible for steering the company's strategic direction, ensuring compliance with industry regulations, fostering client and advisor relationships, advancing technology initiatives, and driving business development. This team, comprising high-ranking executives and relationship managers, collaborates to maintain Triad's reputation for personalized service and support, thereby enhancing growth in revenue, assets, and advisor productivity.

Leadership Team

Registered Representatives Team

Client Relationship Management

Leadership Team

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Other teams at Triad Advisors

Registered Representatives Team

Client Relationship Management