Triad Advisors
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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
Jeff Rosenthal
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Jeffrey st. John
Svp, Director Of Technology
Allison Schaberg - Consolidated Planning Group
General Agent
Michael Gatti
Vice President Business Development
Greg Kalosieh
Vice President Of Relationship Management
Ricp Missy Nelson Bfa
Vp, Relationship Management
Will Cochran
Vice President Relationship Management
Bryan Wasserman
Registered Representative
Cfp® Brett Kusske
Registered Representative DBA As Kusske Financial Inc.
David Kass
Senior Equity Trader
Kristen Tricarico
Compliance Analyst
Cfp® Lee Duckworth Aif®
Registered Representative
Mike Kelly
Registered Representative
Jr. Cfp® Mike Kelly
Registered Representative
Monica Salaiz-Narvaez Cfp®
Registered Representative
Thomas Ouellette
Registered Principal
Philip Harris
Registered Principal
Rick Magill
Registered Representative
Ruby Holmgren
Advisory Services Associate At Triad Hybrid Solutions
Cfp® Sabrina Peterson Aif®, Cpfa
Registered Representative
Ava Harris
Transition Specialist
Sacorya Ware
Sr Operations Specialist/ Asset Movement Verification Analyst
Zachary Ballance
Data Integrity Analyst
