Troy Stine is a financial advisor with Triad Wealth Partners, LLC, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at J.W. Cole Advisors and C2P Capital Advisory Group, and he operates his own tax and wealth planning business. Outside of advising, he is active in financial education as chapter president of the American Financial Education Alliance and is a board member of the City of Lake Charles Alcohol Review Board. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform, offering discretionary portfolio management, third-party manager access, and customized financial planning. The firm employs a strategic asset allocation process supported by an investment committee and diverse investment options including mutual funds, ETFs, and separately managed accounts.

Thomas Eastman is a Series 65-licensed advisor with Triad Wealth Partners, LLC, based in Charlottesville, VA. He has experience in financial services beginning in 2017, including roles at New York Life Insurance Co. and Prosperity Growth Strategies. Outside of finance, he was involved with Loyalty Painting for seven years. Triad Wealth Partners serves individual and institutional clients through a network of independent representatives offering portfolio management and financial planning, alongside a Turnkey Asset Management Platform providing sub-advisory and operational services to other registered investment advisers. The firm employs a combined business model that supports customizable, diversified investment strategies managed through proprietary and third-party models.

Scott Grover is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Cambridge Investment Research and several advisory and securities firms. He is also involved in insurance sales through Choules Financial, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process centered on strategic asset allocation and offers sub-advisory management, operational support, and financial planning services.

Nicolas Pesci is a financial advisor at Triad Wealth Partners, LLC with six years of industry experience. He holds the Series 65 designation and has worked with firms including Coppell Advisory Solutions LLC and Visionary Wealth Management, Llc. Outside of his advisory role, Pesci is the owner of Sempre Avanti, LLC dba Momentum Wealth, an insurance sales and services business. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform, offering discretionary portfolio management, access to third-party managers, and customized financial planning. The firm uses a strategic asset allocation approach supported by an investment committee and manages diversified portfolios across various asset classes.

Laura Schultz is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 credential and five years of industry experience. Prior to joining Triad Wealth Partners in 2026, she worked at CreativeOne Wealth and AE Wealth Management, and spent twelve years at Thompson Hine LLP. Outside of her advisory role, she is owner of Schultz Family Enterprises, LLC, operating an insurance and annuity-related business. Triad Wealth Partners serves individual and institutional clients through a dual model of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services focused on strategic asset allocation and diversified investment strategies.

Noelle Urbiola is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 license and beginning her advisory career in 2026. Prior to joining Triad Wealth Partners, she held various roles across several companies, including Choules Financial, Intellihost, and NuSun Power. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and manages diversified strategies across multiple asset types.

Scott Rinehart is a financial advisor at Triad Wealth Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Carlson Financial, Westar Energy, Global Financial Private Capital, and Verifi Financial. He is a passive investor in Denali Financial Group. Triad Wealth Partners serves individual and institutional clients through a network of independent investment adviser representatives and a turnkey asset management platform (TAMP) for other registered investment advisers. The firm employs a strategic asset allocation process supported by an investment committee and offers diversified portfolio management, third-party managers, model portfolios, and financial planning services.

Sara Lewis is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments and Primerica Advisors. Prior to her financial career, she was employed in healthcare and education roles. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and customized investment solutions. The firm employs a strategic asset allocation approach overseen by an investment committee and combines a scaled independent IAR network with TAMP services for other registered investment advisers.

Ebony Rideau is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. Prior to joining Triad Wealth Partners in 2026, she worked at C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors and is involved with tax preparation services through The Stine Group. In addition to her advisory role, Ms. Rideau participates in tax preparation for individuals and businesses during tax season. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm uses a combination of proprietary and third-party investment models, with ongoing rebalancing and manager due diligence.

Hunter Huillet is a financial advisor with Triad Wealth Partners, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Cetera Wealth Services, LLC, and has also been affiliated with Renaissance Financial, where he served as a financial advisor. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios. The firm operates a combined business model that includes an independent IAR network and a TAMP, managing over $1.5 billion in regulatory assets.

Elizabeth Sening is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 credential. She has seven years of industry experience, having worked previously at Prosperity Growth Strategies and Hometaker. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation across diversified portfolios and offers sub-advisory management, operational support, and financial planning services.

Timothy Van Houten is a financial advisor at Triad Wealth Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Life Planning Advisors LLC, J.W. Cole Advisors, and Global Financial Private Capital. He is also president of Sonoran Wealth Systems, a fixed insurance business he has operated since 2005. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform (TAMP) that provides sub-advisory and model portfolio services to other registered investment advisers. The firm combines strategic asset allocation with access to third-party managers and diversified investment strategies across various asset classes.

Jonathan Frances is a financial advisor with Triad Wealth Partners, LLC in Palm Beach Gardens, FL, holding a Series 65 designation and 16 years of industry experience. His prior work includes roles at CreativeOne Wealth, AE Wealth Management, Prosperity Wealth of Florida, and Global Financial Private Capital. He also serves as a managing member of Prosperity Wealth of Florida, where he is involved in the sale of life insurance and annuities. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm emphasizes strategic asset allocation, diversified investment strategies, and offers discretionary portfolio management alongside model portfolios and financial planning services.

Lisa Mange is a CFP® professional affiliated with Triad Wealth Partners, LLC, with three years of industry experience. She has worked at several firms, including Morgan Stanley, Brookstone Capital Management, and Strategic Investment Advisors, before joining Triad Wealth Partners in 2026. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and sub-advisory services. The firm uses a strategic asset allocation approach combined with proprietary and third-party models to deliver diversified investment solutions.

Emily Brighton is a financial advisor with Triad Wealth Partners, LLC and holds a Series 65 designation. She has eight years of industry experience, including prior roles at AE Wealth Management and Indepsys, Inc. Before entering the financial sector, she worked in the automotive industry at Laird Noller Automotive for three years. Triad Wealth Partners serves individual and institutional clients through a network of independent investment adviser representatives and a turnkey asset management platform. The firm offers discretionary portfolio management, access to third-party managers, and model portfolios, employing strategic asset allocation and a combination of proprietary and third-party investment models.

Craig Sullivan is a financial advisor at Triad Wealth Partners, LLC with 17 years of industry experience. He holds a Series 65 credential and has worked at multiple firms including Sullivan Wealth Partners, Visionary Wealth Management, and Fusion Capital Management. Outside of advisory roles, he is involved in ranch management as the owner of Cinco Paso Ranch. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Jon Brown is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Stonebriar Wealth and CMND LLC. Brown is also actively involved in insurance sales and services through his role with Sempre Avanti, LLC, where he focuses on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and access to third-party managers and model portfolios. The firm combines discretionary management with customized strategies across various asset classes, supporting both individual investors and other registered investment advisers.

Matthew D'elia is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at 28Ten Group and Strategic Wealth Alliance. Outside of finance, he is the owner and president of Dacinia Digital, a digital agency focused on website design, SEO, and social media marketing. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm provides discretionary portfolio management, access to third-party managers, and model portfolios, emphasizing strategic asset allocation and diversified investment strategies.

Hunter Wright is a financial advisor at Triad Wealth Partners, LLC in Amarillo, TX, holding Series 66 and Series 63 licenses with three years of industry experience. His prior work includes roles at Sullivan Financial Partners, Solutions 4 Wealth, and Fidelity Investments. Triad Wealth Partners serves individual and institutional clients through a combination of an independent Investment Adviser Representative network and a Turnkey Asset Management Platform, offering discretionary portfolio management, model portfolios, and financial planning services. The firm’s investment approach involves strategic asset allocation supported by proprietary and third-party models, with a business model that integrates independent advisors and TAMP services.

Christopher Yetter is a Series 65 registered advisor with Triad Wealth Partners, LLC in Allentown, PA. He has industry experience beginning in 2023, with prior roles at Strategic Wealth Alliance Group and an eight-year tenure at IQ Pest Solutions before entering the financial advisory field. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios tailored to client objectives. The firm combines a scalable business model supporting both independent advisors and other RIAs, managing over $1.5 billion in regulatory assets.

Shawn Leayman is a financial advisor at Triad Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Strategic Wealth Alliance since 2017, where he also serves as an insurance agent and president, focusing on fixed insurance products. In addition, he is involved in motivational speaking through a project called The Control On Your Mind. Triad Wealth Partners serves individual and institutional clients through a network of independent investment adviser representatives and a turnkey asset management platform. The firm offers discretionary portfolio management, access to third-party managers and private funds, and combines an independent IAR network with a TAMP platform to deliver diversified investment strategies.

Patrick Coons is a financial advisor at Triad Wealth Partners, LLC with over 15 years of industry experience. He has been with Slate River Financial since 2011 and joined Triad Wealth Partners in 2026. He holds the Series 65 designation. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and sub-advisory services. The firm uses a combination of proprietary and third-party investment models across diversified asset classes.

Jackson Sheputis is a CFP® and holds a Series 65 license with five years of industry experience. He is currently affiliated with Triad Wealth Partners, LLC and has previously worked at Hightower Advisors, AE Wealth Management, and Rooted Wealth Advisors. Prior to his financial advisory career, he held roles at Valparaiso University and in the education sector. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach overseen by an investment committee and provides diversified strategies across multiple asset types.

Mark Harper is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Advisors Excel, Madison Avenue Securities, AE Wealth Management, and the Kansas Department of Revenue. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, offering model-driven investment strategies, administrative support, and sub-advisory management focused on diversified asset allocation.

Colton Baysinger is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sullivan Financial Partners, Caliber Home Loans, and Charles Schwab & Co., Inc. Baysinger is also an insurance agent selling fixed insurance and annuities through International Wealth Management DBA Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm uses a model-driven investment process focused on strategic asset allocation and offers sub-advisory investment management, tax-efficient model portfolios, and operational support to RIAs.

Timothy Marcinek is a financial advisor with Triad Wealth Partners, LLC, holding the ChFC® designation along with Series 63 and 65 licenses. He has 15 years of industry experience, having previously worked at firms including Cambridge Investment Research and DAGCO Inc. Marcinek also serves as president of Westshore Financial LLC, a tax services business. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides sub‑advisory and operational services to other registered investment advisers. The firm utilizes strategic asset allocation and a combination of proprietary and third‑party models to offer discretionary portfolio management, access to private funds, and customized financial planning.

Mitchell Hockenbury is a CFP® professional with seven years of industry experience, currently serving at Triad Wealth Partners, LLC. He previously worked at CGN Advisors, LLC and served in the U.S. Army for 16 years. Outside of his advisory role, Mr. Hockenbury is an author and speaker focused on military topics, including his book "Tactical Influence." Triad Wealth Partners provides turnkey asset management services primarily to independent RIAs and their clients, offering model-driven investment management, operational support, and financial planning through a sub-advisory platform.

Jamie Cinotto is a financial advisor at Triad Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paragon Capital Management, Lockton Affinity, and Mariner Wealth Advisors. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform (TAMP). The firm offers discretionary portfolio management, access to third-party managers, and model portfolios, utilizing strategic asset allocation and a regularly monitored investment committee.

Brennan Sarbaugh is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms including Foundations Investment Advisors, Sarbaugh Advisory Services, and True Peace Financial Solutions. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Terence Brown is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at multiple firms including Coppell Advisory Solutions and Fusion Capital Management, and has operated Left Tackle Advisors, where he is also an insurance agent focused on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation process supported by an investment committee, offering diversified investment strategies across a range of asset types.

John Clement is a CFP®-certified financial advisor with three years of industry experience. He is currently with Triad Wealth Partners, LLC in Orem, UT, and previously worked at Utah Community Credit Union for 15 years. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides portfolio management, model portfolios, and consulting services to other registered investment advisers. The firm employs a strategic asset allocation approach supported by an investment committee and offers diversified strategies including mutual funds, ETFs, individual securities, and fixed income.

John Paul Johnson is a financial advisor at Triad Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at ZRJ and GWN Securities Inc. since 2014 and 2012, respectively. Outside of advising, he is the managing partner of Paramount Wealth Group, which focuses on tax-related services, and runs a Medicare sales agency serving retired and active teachers. Triad Wealth Partners serves individual and institutional clients through a network of independent advisors and a turnkey asset management platform. The firm combines strategic asset allocation with both proprietary and third-party models to provide discretionary portfolio management, financial planning, and consulting services.

Connor Barth is a financial advisor at Triad Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Preservation Retirement Services, Sterling Foundation Management, and Silverado, as well as time as a full-time student. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform offering portfolio management, financial planning, and sub-advisory services. The firm utilizes strategic asset allocation guided by an investment committee and provides diversified investment strategies across multiple asset classes.

Alexis Burchett is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at AE Wealth Management for ten years. Burchett is based in Lawrence, KS. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and provides diversified investment strategies across multiple asset classes.

Brent Coggins is a financial advisor with Triad Wealth Partners, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. He previously worked at UMB Bank for nine years and at Securian Financial Services, Inc. for one year. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm uses a strategic asset allocation process supported by an investment committee and provides diversified investment strategies across various asset classes.

Jason Goold is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at Fidelity Investments for ten years and has been with Triad Wealth Partners and related entities since 2024. In addition to advisory work, he is involved in insurance sales and services through Sempre Avanti, LLC, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides sub-advisory and model portfolio services to other RIAs. The firm uses strategic asset allocation and a committee-driven investment process to manage diversified portfolios across mutual funds, ETFs, individual securities, and fixed income.

David Seufer is a CFP®, CFA®, and Series 66-designated advisor with 15 years of industry experience. He is currently with Triad Wealth Partners, LLC and has previously worked at firms including Nectarine, Gravitas Wealth Planning, WealthSource Partners, and Fidelity. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, offering sub-advisory investment management, tax-efficient model portfolios, and operational support. The firm’s model-driven investment process focuses on strategic asset allocation through diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Tyson Pointer is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at GWN Securities, Inc. Outside of his advisory role, he is involved as a financial representative with Paramount Wealth Group, focusing on life insurance sales and financial services. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and combines independent advisory services with a TAMP platform.

Daniel Kulibert is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Motorola Solutions and nOps.io. Outside of his advisory role, he is the sole proprietor of 55e.co, a YouTube channel focused on educational financial content, and serves on the board of directors for Community Health Centers of America, a nonprofit providing affordable primary care health insurance. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process centered on strategic asset allocation using diversified portfolios, offering sub-advisory management and operational support to RIAs.

Joshua Ottinger is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including 28Ten Group, Gibbs Wealth Management, and Strategic Wealth Alliance Group. In addition to his advisory work, he is an insurance agent selling life and annuities. Triad Wealth Partners serves both individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, model portfolios, and financial planning services. The firm employs strategic asset allocation and combines proprietary and external investment models in managing client assets.

Jessica Sicking is a CFP® professional with 18 years of industry experience, currently serving at Triad Wealth Partners, LLC. Her prior experience includes roles at Charles Schwab and Co., TD Ameritrade, and Fidelity Brokerage Services. Outside of her advisory work, she is involved as an insurance agent selling fixed insurance, annuities, and fixed indexed annuities through International Wealth Management dba Sullivan Financial Partners. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation and offers sub-advisory management, tax-efficient model portfolios, and operational support for RIAs.

Michael Irwin is a financial advisor at Triad Wealth Partners, LLC with four years of industry experience. He holds a Series 65 designation and has previous work experience at Coppell Advisory Solutions and Gibbs Wealth Management, LLC. Irwin is also the founder and president of Prosperity Growth Strategies Wealth Management, an independent insurance agency that sells and services life insurance and annuity policies. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation process supported by an investment committee and manages diversified strategies across various investment vehicles.

Devin Choules is a financial advisor at Triad Wealth Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Visionary Wealth Management and Fusion Capital Management. Outside of his advisory role, he owns The Slice, a business involved in payroll and tax services. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm offers model-driven investment management, operational support, and financial planning, focusing on serving other RIAs through a dedicated TAMP platform.

Zachary Zager is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Foundations Investment Advisors, Lakeview Retirement Planning, and AE Wealth Management, among others. Outside of his advisory roles, he is a partial owner of Southern Draw, a cigar sales business. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform. The firm employs a strategic asset allocation approach with portfolio management options ranging from proprietary and third-party models to customized discretionary portfolios.

Gary Ronan is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and 65 licenses and 14 years of industry experience. He is the owner of Alicorn Financial Advisors, LLC, through which he conducts his advisory and insurance business, and also owns AFG Tax Services LLC, offering tax preparation and consulting services. Triad Wealth Partners serves individual and institutional clients through an independent network of Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, and financial planning services. The firm uses strategic asset allocation and an investment committee to manage proprietary and third-party models, offering diversified investment strategies across multiple asset classes.

Zachary Williams is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Gibbs Wealth Management, LLC. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm employs strategic asset allocation and diversified investment strategies across multiple asset classes.

Blake Matzke is a financial advisor with Triad Wealth Partners, LLC in Lawrence, KS, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at AE Financial Services, AE Wealth Management, Thrivent Financial, and PowerCat Financial. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and customized financial planning.

Nicklaus Whitaker is a financial advisor at Triad Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Triad Wealth Partners since 2023, with prior roles at Triad Partners, AE Wealth Management, Detail Peoria, and Tremont First Financial Services. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation across diversified portfolios and offers sub-advisory management, operational support, and financial planning services.