Triad Wealth Partners, LLC

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 five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Sempre Avanti, LLC, where he has been involved in insurance sales and services since 2009, spending approximately 80% of his time in that business. 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 through diversified portfolios and supports RIAs with sub-advisory management, operational assistance, and financial planning services.

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.

Jacob Golseth is a financial advisor at Chadwick Financial with four years of industry experience. He holds a Series 65 designation and has worked at Brookstone Wealth Advisors and Triad Wealth Partners prior to his current role. In addition to advisory work, he is a licensed insurance agent involved in the sale of various insurance products. Chadwick Financial is a state-registered investment adviser that provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses tailored investment strategies including asset allocation, dollar-cost averaging, and technical analysis, and manages most client accounts on a non-discretionary basis.

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.

Christopher Patton is a financial advisor at Triad Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc., USAA, FSB, and Coppell Advisory Solutions LLC. In addition to his advisory roles, he is involved with Advocare, where he sells sports nutrition advice and supplements. 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 offers model-driven investment management, operational support, and consulting services, focusing on serving other RIAs through a dedicated TAMP platform.

Jonathan Frances is a Series 65-licensed financial advisor with 15 years of industry experience. He is currently with Triad Wealth Partners, LLC and has previously worked at CreativeOne Wealth, AE Wealth Management, and Global Financial Private Capital. Outside of his advisory role, he is the managing member of Prosperity Wealth of Florida, LLC, where he is involved in the sale of life insurance and annuities. 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 approach focused on strategic asset allocation and offers sub-advisory management, tax-efficient portfolios, and operational support tailored for RIAs.

Andrew Shockley is a financial advisor with Triad Wealth Partners, LLC in Orem, Utah. He holds a Series 65 designation and has one year of industry experience. Prior to joining Triad Wealth Partners, he worked at Coppell Advisory Solutions and Momentum Wealth, where he also serves as an insurance agent specializing in life insurance, annuities, disability income, and long-term care products. 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 approach focused on strategic asset allocation with diversified portfolios and offers sub-advisory management, operational support, and financial planning services.

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 with Triad Wealth Partners, LLC in Orem, UT, holding a Series 65 designation and one year of industry experience. Prior to joining Triad, he worked at Coppell Advisory Solutions, Momentum Wealth, Stonebriar Wealth, and CMND LLC. In addition to his advisory role, 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 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 and offers sub-advisory management, operational support, and financial planning services.

Matthew D'elia is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Alliance and Symetra Financial. Outside of his advisory role, he is the owner and president of Dacinia Digital, a digital agency specializing in website design, SEO, and social media marketing. 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 focused on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Patrick Miles is a financial advisor at Triad Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors, LLC and Safeguard Investment Advisory Group, LLC. Outside of his advisory role, he is the owner and producer at Miles Investment and Insurance Services LLC, where he focuses on the sales and service of life insurance products and annuities. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, offering model-driven investment management, operational support, and financial planning through a sub-advisory platform.

Shawn Leayman is a financial advisor at Triad Wealth Partners, LLC with seven 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. Additionally, he is involved as a motivational speaker with The Control On Your Mind Project. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients. The firm uses a model-driven investment process centered on strategic asset allocation, offering sub-advisory management, tax-efficient model portfolios, and operational support to RIAs.

Jackson Sheputis is a CFP® with four years of industry experience currently at Triad Wealth Partners, LLC. He has held positions at several firms, including Hightower Advisors, AE Wealth Management, and Rooted Wealth Advisors. His background also includes experience outside financial services, such as work in collegiate athletics and education. 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 focused on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.