Lawrence, KS Office

Scott Rinehart 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 firms including Verifi Financial LLC, Global Financial Private Capital, LLC, Carlson Financial, and Westar Energy. He is also a passive investor in Denali Financial Group. 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’s model-driven investment process focuses on strategic asset allocation through diversified portfolios and offers sub-advisory management, operational support, and financial planning services tailored to RIAs.

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.

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.

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.

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 at Triad Wealth Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UMB Bank for nine years. 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.

Blake Matzke is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at AE Financial Services, AE Wealth Management, and Thrivent 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, access to third-party managers, and model portfolio services. The firm combines an independent IAR network with a TAMP business, managing over $1.5 billion in regulatory assets.

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.