ABOUT US

Meet Our Team

Meet our leaders -- an experienced team that combines strong functional expertise and diverse perspectives to set strategic direction and meet emergent challenges.

Triad Advisors Executives

Jeffrey L. Rosenthal
President and CEO
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Michael C. Bryan
SENIOR VICE PRESIDENT, ADVISORY SERVICES
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Harold G. Chaffee, CFA
CHIEF COMPLIANCE OFFICER
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Missy Nelson, RICP, BFA
VICE PRESIDENT, RELATIONSHIP MANAGEMENT
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Amy Rehn, MSOL, BFA
SENIOR VICE PRESIDENT, ADVISORY SERVICES
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Jeff St. John
SENIOR VICE PRESIDENT, DIRECTOR OF TECHNOLOGY
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Michael Gatti, CFP
VP Business Development
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Zach Martin
Internal Recruiter
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Thom Powers
VP Broker Dealer Recruiting
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Brian Shulstad
SVP Broker Dealer Recruiting
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Advisor Group Executives

Jamie Price
President and Chief Executive Officer—Advisor Group, Inc.
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Greg Cornick
President, Advice and Wealth Management—Advisor Group, Inc.
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Larry Fisher
Chief Human Resources Officer—Advisor Group, Inc.
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Erinn Ford
Executive Vice President, Advisor Engagement—Advisor Group, Inc.
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Jon Frojen
Chief Financial Officer—Advisor Group, Inc.
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Amy Hamilton
Chief of Staff and Head of Internal Audit & ERM—Advisor Group, Inc.
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Tim Hodge
Executive Vice President, Trading & Operations—Advisor Group, Inc.
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Kristen Kimmell
Executive Vice President, Business Development—Advisor Group, Inc.
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Nina McKenna
Chief Legal Officer and General Counsel—Advisor Group, Inc.
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Ed Obuchowski
Chief Technology Officer—Advisor Group, Inc.
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Matthew Schlueter
President, Products and Platforms—Advisor Group, Inc.
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Proud Supporter of Parity.org

Advisor Group and Triad Advisors are proud to have taken a corporate “Parity Pledge,” publicly committing to interview at least one qualified woman candidate for every open position, vice president and above.

Learn more about the Parity Pledge

Ready for an Extraordinary Partnership?

If you are an existing financial professional interested in joining our firm, please complete the form. All information is confidential.

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.

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