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Meredith M

Series 65

San Diego, CA

TritonPoint Partners, LLC

Meredith Mc Call is a financial advisor at TritonPoint Partners, LLC with two years of industry experience. She previously worked at Goldman Sachs PFM from 2019 to 2023 and United Capital Financial Advisers from 2010 to 2019. Meredith holds a Series 65 designation. TritonPoint Partners, LLC provides investment advisory services to individuals, trusts, retirement plans, and other business entities. The firm employs a long-term asset allocation strategy grounded in modern portfolio theory, combining public equities, fixed income, and private market alternatives, and uses a mix of in-house and third-party management along with regular portfolio reviews.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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Megan H

CFP®, Series 66

San Diego, CA

TritonPoint Partners, LLC

Megan Hayden is a CFP® with seven years of industry experience, currently serving as a financial advisor at TritonPoint Partners, LLC. Her previous roles include positions at Goldman Sachs PFM and Morgan Stanley. She is also registered with The Leaders Group Inc. TritonPoint Partners, LLC provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation-driven investment process combining public equity, fixed income, and private market alternatives, and utilizes both quantitative and fundamental analysis alongside third-party program selections.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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Richard S

Series 65, Series 63

Princeton, NJ

TritonPoint Partners, LLC

Richard Sichel is a financial advisor at TritonPoint Partners, LLC with Series 65 and Series 63 licenses. He has 28 years of industry experience, including 27 years at The Philadelphia Trust Company and currently works at TritonPoint Partners. TritonPoint Partners provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm’s investment approach combines asset allocation grounded in modern portfolio theory with public equity, fixed income, and private market alternatives, applying both quantitative and fundamental analysis alongside third-party manager selection.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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Matthew S

CFP®, Series 63, Series 66

Greensburg, IN

TritonPoint Partners, LLC

Matthew Sanchez is a CFP® professional with 12 years of industry experience. He currently serves as an advisor at TritonPoint Partners, LLC, and has previously worked at Vivaldi Capital Management LP, Biechele Royce Advisors, and TD Ameritrade. TritonPoint Partners, LLC provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven investment process based on modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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Gregory P

CFP®, ChFC®, Series 66

Scottsdale, AZ

TritonPoint Partners, LLC

Gregory Powers is a CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with TritonPoint Partners, LLC, where he serves as a managing director and financial planner. His prior experience includes positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. TritonPoint Partners, LLC provides advisory services to individuals, trusts, retirement plans, and business entities, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that integrates public equities, fixed income, and private market alternatives using both in-house and third-party management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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Jonathan A

Series 63, Series 65

Clarence, NY

TritonPoint Partners, LLC

Jonathan Amoia is a financial advisor at TritonPoint Partners, LLC with four years of industry experience. He previously worked at Sandhill Investment Management for 12 years. Outside of his advisory role, Amoia serves as a principal at Alkemy Machine, where he is involved in strategic decision making and financial oversight. TritonPoint Partners provides investment advisory services to individuals, trusts, retirement plans, and business entities, focusing on long-term asset allocation and modern portfolio theory. The firm combines public equities, fixed income, and private market alternatives, utilizing both in-house and third-party managers along with specialized tools for comprehensive portfolio management.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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Robert S

Series 65

Princeton, NJ

TritonPoint Partners, LLC

Robert Sichel is a financial advisor at TritonPoint Partners, LLC in Princeton, NJ. He holds a Series 65 designation and has experience at K&L Gates, LLP from 2016 to 2026 before joining TritonPoint in 2026. TritonPoint Partners provides investment management, financial planning, consulting, and retirement plan consulting to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven investment process grounded in modern portfolio theory and incorporates public equities, fixed income, and private market alternatives to manage approximately $286.5 million in assets across about 74 client relationships.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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Carlos S

CFP®, Series 63

Huntington Beach, CA

TritonPoint Partners, LLC

Carlos Sanchez is a CFP® with 32 years of industry experience, currently serving as an advisor at TritonPoint Partners, LLC. His prior roles include positions at Vivaldi Capital Management LP, Biechele Royce Advisors, Inc., U.S. Bancorp Investments, Inc., and J.P. Morgan Securities. TritonPoint Partners, LLC provides investment management, financial planning, and consulting services to individuals, trusts, employee benefit plans, and businesses. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, combining public equity, fixed income, and private market alternatives to enhance risk-adjusted outcomes.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Executive
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