Triad Wealth Partners
For Advisors
Triad Wealth Partners
For Advisors

About us

We’re a team of experienced professionals specializing in investment and financial planning. 

Together with your advisor, it’s our mission to deliver the tailored investment strategies that help empower you to live with confidence and clarity in your next chapter.  

Est 2023

For Advisors

OUR MEMBERS

The advisors we work with

At Triad Wealth Partners, we’re proud to work with advisors who put their clients’ retirement dreams first. Which means if your advisor is partnering with us, they’re working hard to help you make your vision a reality.  

What We Believe

Our philosophy

We believe that managing risk through various forms of diversification helps enable clients to remain invested in the market and on the path toward achieving their financial goals. 

To design portfolios that deliver on this belief, our team focuses on these three core elements: 

Purpose

Each of our portfolios has a clear and consistent investment objective while also acting as a building block of a tailored financial plan.

Persistence 

At Triad Wealth, we strive to generate consistent and persistent returns across full market cycles and maintain discipline in our investment process .

Precision

We view your risk tolerance as a crucial element of your investments’ long-term success and work hard to ensure expectations and reality are closely aligned.

Services

Our portfolios & strategies

Holistic Planning

We understand that your investments should be part of a broader financial plan tailored to your needs, so we design our portfolios to complement the totality of your financial assets. 

Asset Allocation

Our portfolios follow a strict asset allocation process designed to diversify, control for risk and potentially improve risk-adjusted returns. 

 Investment Platform  

Your advisor is independent. So are we. Our selection of securities reflects our evaluation of what we believe to be the most appropriate investment. 

Active Management

Our portfolios are more than just models. They also offer additional benefits like continuous risk monitoring and tax efficient trading strategies.

Triad Wealth team

Planning

Scott Rinehart, CPA

President & Chief Wealth Officer

Mitch Hockenbury
MBA, CFP®, RSSA®, RICP®

VP of Wealth Strategy

David Seufer, CFA®, CFP®

VP of Planning

Dan Kulibert

Sr. Planning Specialist

Jackson Sheputis, CFP®

Sr. Planning Specialist

Brennan Sarbaugh

Planning Specialist

Investments

Brent Coggins, MBA

Chief Investment Officer

Blake Matzke

Associate Portfolio Manager

Mark Raggett

Sr. Trading Specialist

Curtis Peavler

Trading Specialist

Service/Operations​

Jenny Park

VP of Engagement and Onboarding

Lyndsy Dvorak

VP of Operations

Blake Wiebel

Transition Manager

Michelle Kelsey

Transition Manager

Mikala Mackey

Operations Analyst

Michael Ellis

Operations Analyst

Shania Liggett

Administrative Assistant

Madeleine Stockdall

Client Service Specialist

Compliance

Dani Hampton, IACCP®

Chief Compliance Officer

Cody Augustus, IACCP®

Director of Compliance

Triad Partners team

Triad Partners and Triad Wealth Partners share the same team members to leverage synergies and maximize operational efficiency. By utilizing a shared workforce, both entities benefit from the expertise and skills of a common pool of team members, which fosters collaboration and ensures consistency in service quality.

This approach also streamlines processes and enables a more agile response to market demands, ultimately driving better outcomes for both organizations.

Brian Raynor

General Counsel

Jessica Daniels

Chief Operating Officer

Derek Sullivan

Chief Financial Officer

Quin Kilgore

Chief Technology Officer

Triad Wealth Partners offers investment advisory services through Triad Wealth Partners, LLC, an SEC Registered Investment Advisor. Triad Wealth Partners and Triad Partners are separate but affiliated companies. Triad Partners does not provide advisory services.

Scott Rinehart, CPA

President and Chief Wealth Officer

Scott Rinehart is an accomplished leader in the RIA space with extensive experience in helping advisors and clients navigate complex financial landscapes. As President of Triad Wealth, Scott is responsible for overseeing the firm’s strategic direction and driving its growth by providing comprehensive investment management, technology solutions, and advanced planning to advisors seeking a strategic partner for growth.

Before taking on the role of President, Scott served as Triad’s Chief Planning Officer, where he built the Planning team from the ground up. Under his leadership, the planning team and its offerings grew significantly, and he worked closely with his team to implement the strategies and frameworks that are fundamental to Triad’s planning approach. Scott’s leadership has been instrumental in shaping the firm’s ability to deliver a unified planning approach to clients.

Prior to joining Triad, Scott played a key role in the growth of Carlson Financial, helping the firm expand from $70 million to over $300 million in assets under management. During his six years at Carlson, Scott led a team of financial advisors, developed robust financial planning processes, and directly managed a client base of over 200 households. His strategic oversight ensured that the firm maintained a high-touch, holistic approach to wealth management across more than 1,000 client households.

Scott’s career began in corporate finance, where he built a strong foundation in financial strategy, forecasting, and investment management. After earning a degree in Accounting and Finance from Washburn University, he began his career in SEC Reporting and later transitioned to Corporate Finance at Westar Energy (now Evergy), where he supported the Investment Committee, contributed to debt and equity issuances, and provided senior leadership with crucial financial insights. This experience in managing large-scale financial data and strategic decision-making provided a solid foundation for his transition into personal financial planning.

Scott joined Triad Wealth Partners in 2023, bringing a passion for educating advisors and sharing his expertise in tax optimization and retirement planning.

Scott and his wife live in Topeka, Kansas, where they stay busy with their two young children. When he’s not working with advisors or spending time with his family, you can find him enjoying time on the golf course.

Mitch Hockenbury
MBA, CFP®, RSSA®, RICP®

Vice President of Wealth Strategy

Mitchell (Mitch) Hockenbury is a distinguished financial authority, industry thought leader, and decorated military veteran. As Vice President of Wealth Strategy at Triad Wealth Partners, Mitch plays a pivotal role in advising and equipping financial advisors with the strategies, tools, and insights needed to elevate their practices and maximize client success. His leadership ensures that families and business owners benefit from personalized, tax-efficient planning focused on protecting wealth, optimizing income, and achieving long-term financial goals.

Mitch’s financial career began in 1999, giving him over two decades of experience in wealth management, financial planning, and investment strategy. He has worked as an investment advisor for Ameritrade and Edward Jones, consistently exceeding client expectations and business growth benchmarks. In 2018, he founded 1440 Financial Partners, a firm dedicated to helping families and small businesses achieve financial independence. His expertise spans tax-efficient investing, retirement income strategies, risk management, and Social Security optimization.

A committed lifelong learner, Mitch holds an MBA from the Naval Postgraduate School and a Bachelor of Science in Finance and Banking from the University of Nebraska-Omaha. He has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), and Registered Social Security Analyst® (RSSA®) designations. His thought leadership in financial planning has been featured in MarketWatch, USA Today, CNBC, Forbes, and Barron’s.

Before transitioning to finance, Mitch served with distinction in the Marine Corps and later as an Infantry Officer in the U.S. Army, completing multiple combat tours, including leading the final fighting force out of Iraq in 2011. His military career, marked by numerous commendations, ingrained in him a disciplined, mission-focused approach that he applies to financial planning and leadership.

Mitch is also an award-winning author and international speaker, known for his books Tactical Influence: How I Countered an Insurgency with Words and If I Had Only Known About Money Then: Wisdom That Would Have Saved $1,000,000. He has delivered keynote speeches and financial education sessions to organizations, universities, and professional conferences across the U.S. and internationally.

He resides in Omaha with his daughter and two pets. In his free time, he enjoys traveling, reading, and continually seeking new ways to empower others in their financial and personal lives.

David Seufer, CFA®, CFP®

Vice President of Planning

David Seufer is the VP of Planning supporting advisors in crafting tailored financial plans and strategies that address their clients’ unique needs. His expertise spans retirement income planning, tax-efficient strategies, and investment management.

Before joining Triad Wealth Partners, David founded Gravitas Wealth Planning, where he prioritized delivering clarity and peace of mind to clients navigating the complexities of retirement. In his previous roles, David focused on building and scaling financial planning services and delivering an outstanding client experience.

As both a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, David combines deep investment expertise with comprehensive financial planning knowledge to deliver exceptional value to clients and advisors alike. When he’s not creating strategies for financial success, David enjoys family time with his wife, toddler, and two dogs. He also enjoys strategy board games, fountain pens, golfing, and everything Formula 1.

Dan Kulibert

Sr. Planning Specialist
As a Sr. Planning Specialist, Dan Kulibert is committed to developing comprehensive financial plans, exploring advanced planning topics, and delving into intricate tax strategies for Triad Wealth Partners, a Registered Investment Adviser (RIA). He excels in crafting unique solutions to complex problems, ensuring clients achieve the best possible outcomes. Before joining Triad Wealth Partners, Dan spent 16 years developing, launching, and maintaining desktop and web software for businesses across various industries. This experience as a software engineer has given him valuable insights into creating and implementing standardized frameworks and tools, improving operational efficiency while paying meticulous attention to detail. During his financial tenure, Dan has also obtained his Series 65 license. After serving in the United States Army for six years, Dan received his master’s degree in computer science from Fresno State University. He lives in Clovis, California with his wife and two sons. When Dan isn’t working, he enjoys spending time with his family, hiking, visiting the beach, experimenting with technology, and creating spreadsheets.

Jackson Sheputis, CFP®

Sr. Planning Specialist

Jackson Sheputis is a Senior Financial Planning Specialist with Triad Wealth Partners. He specializes in developing personalized financial planning strategies and reports to assist financial advisors in communicating their recommendations with their clients. Jackson believes every client deserves a clear, honest, and detailed review of their financial picture and goals, and he creates plans with this idea in mind from start to finish.

Before joining Triad, Jackson had four years of experience in financial planning within the RIA industry. Prior to that, he received his bachelor’s degree in finance from Valparaiso University. He completed his Series 65 designation in 2021 and received his CFP® certification in 2023.

Jackson lives in Northwest Indiana with his girlfriend Kyra and their two dogs, Rae and Martin. He enjoys golfing, watching sports, and exploring things to do in the Chicago area.

Brennan Sarbaugh

Planning specialist
Brennan Sarbaugh is a planning specialist for Triad Wealth Partners and has three years of experience in financial planning. He holds the Series 65 and Life and Health licenses. Brennan is a lifelong learner: he is currently studying to earn his Enrolled Agent designation and plans to pursue the CFP® certification afterward.

Brent Coggins, MBA

Chief Investment Officer

As Chief Investment Officer, Brent Coggins leads the overall investment strategy for Triad Wealth Partners, a Registered Investment Adviser (RIA). His approach to holistic investment management leadership and expertise is evident in the strategies built around asset allocation, portfolio construction, security selection, investment research, and trading.

Brent has worked in financial services for his entire career, most recently for a trust and investment management company based in Kansas City. There, he served on the investment leadership team, was the co-chair of the model portfolio committee, and oversaw the fund research team that covered all third-party managed investment products. This platform included traditional assets such as equity and fixed-income strategies, as well as alternatives including hedge funds, private equity, real estate, and venture capital.

Brent received his bachelor’s degree in economics from the University of Kansas and his MBA from the University of Missouri-Kansas City. Brent and his wife live in the Kansas City area with their two daughters. In their free time, they love spending as much time together outdoors as possible.

Blake Matzke

Associate Portfolio Manager

Blake Matzke, Associate Portfolio Manager at Triad Wealth Partners, a Registered Investment Adviser (RIA), is committed to helping advisors confidently and effectively serve their clients with the personalized investment support they deserve. As a Associate Portfolio Manager, Blake handles trading tasks such as managing client portfolios to the firm’s models and processing transactions.

Before joining Triad Wealth, Blake was a trader at Advisors Excel where he processed inbound trade requests and assisted with model management. This experience has given him insight into trade execution and how to minimize trade errors by implementing and following a comprehensive review process.

Blake received his Bachelor of Science degree in personal financial planning from Kansas State University. He lives in Lawrence, Kansas where he’s always on the hunt for live music. Blake is a musician himself, seizing any opportunity to play saxophone and bass guitar.

Mark Raggett

Sr. Trading Specialist

Mark Raggett, Senior Trading Specialist at Triad Wealth Partners, a Registered Investment Adviser (RIA), is dedicated to providing personalized investment support to advisors so they can confidently and effectively serve their clients. As a Senior Trading Specialist, Mark executes investment tasks such as managing client portfolios and processing equity, mutual fund, and fixed income transactions. He has passed the Securities Industry Essentials® (SIE®) Exam, as well as obtained his Series 7, Series 57, Series 63, and Series 65 licenses. Mark also holds primary process and procedural optimization responsibilities to ensure Triad Wealth’s advisors experience relationship efficiencies.

Before joining Triad Wealth Partners, Mark spent over 20 years in various financial institutions including banks, RIAs, and broker dealers as an equity, fixed income, and options trader. He also served on the Trade Desk at the largest U.S. options exchange, Cboe Global Markets®.

Mark received his Bachelor of Science degree in psychology from Kansas State University. He lives in Kansas City, Kansas with his wife and their dog. When Mark is not working, he leads a highly active lifestyle. He participates in various recreational sports like tennis and soccer, exercises regularly, and travels as much as possible. When he needs a more relaxing activity, Mark loves to cook, learn new musical instruments, and spend time with friends and family.

Curtis Peavler

Trading Specialist

Jenny Park

VP of Engagement and Onboarding
As VP of Engagement and Onboarding at Triad Wealth Partners, a Registered Investment Adviser (RIA), Jenny assists advisors with seamlessly transitioning their clients to Triad Wealth for investment management and support. She strives to ensure the transition matches the exceptional experience clients already receive from their advisors by prioritizing operational efficiencies and relationship management. Before joining Triad Wealth, Jenny worked at an asset management firm for 15 years. There, she supported the relationship management team responsible for servicing the firm’s clients across all products and investment strategies. At its peak, the firm had $22 billion in assets. After working in the asset management industry, Jenny spent two years at a digital asset firm focused on cold storage custody, as well as trading bitcoin and derivatives for institutions and ultra-high net worth individuals. While there, Jenny served as a relationship manager for the firm’s largest and most complex clients, including hedge funds and family offices. Jenny received her bachelor’s degree in business administration from the University of Phoenix. She lives in the Kansas City area with her husband, their two sons, and two dogs. During the summer, she loves spending time outdoors, specifically in the sun by her pool and on walks with her dogs. In the cooler months, she looks forward to watching professional football and participating in fantasy football leagues.

Lyndsy Dvorak

VP of Operations
Lyndsy Dvorak, VP of Operations at Triad Wealth Partners, a Registered Investment Adviser (RIA), is committed to helping her team serve advisors with operations support through her vast experience in the industry. She is crucial in driving operational excellence, optimizing processes, and contributing to the organization’s success and sustainability. She brings a combination of strategic thinking, leadership, and deep understanding of the organization’s operations to her team and the advisors they support. Before joining Triad Wealth, Lyndsy served as the Director of Operations at Mariner Wealth Advisors, where her primary objective was to enhance scalability and operational efficiencies nationwide for advisors. Prior to Mariner, Lyndsy managed billing and commissions for over 350 advisors at Carson Group, a prominent Registered Investment Advisor (RIA) based in Omaha, Nebraska. She also held account management and managerial roles at Orion Advisor Services, which is where she got her start in the financial services sector. Lyndsy’s diverse experience across various facets of financial operations equips her with a unique perspective and strategic insights that are invaluable to Triad Wealth’s operational excellence. Lyndsy received her bachelor’s degree in healthcare administration from the University of Nebraska of Omaha. She currently lives in Omaha, Nebraska with her husband and their 10 dogs. One of their Border Collies, Anthem, has been declared the fastest Border Collie of all time in the United States and Canada in a competitive dog sport called, flyball. In her free time, she loves camping and cheering on the Nebraska Huskers volleyball team.

Blake Weibel

Transition Manager

Michelle Kelsey

Transition Manager

As Transition Manager at Triad Wealth Partners, a Registered Investment Adviser (RIA), Michelle plays a critical role in supporting offices during their transition to the firm.  She designs customized project plans with detailed task sequences to coordinate and execute smooth, successful transitions for incoming wealth advisor teams.  Michelle emphasizes the importance of the advisor-client relationship by delivering exceptional service and maintaining a high level of care factor to ensure a seamless onboarding experience. 

Prior to joining Triad Wealth, Michelle served as Training and Transition Manager for Carson Group.  In that role, she developed and implemented training plans for incoming wealth advisor teams throughout their transition journey, while also overseeing the transfer of assets under management (AUM). 

With 15 years of teaching experience in the public school system, Michelle brings a keen attention to detail and a structured, methodical approach to every transition – ensuring that nothing is overlooked, and every step is executed with precision. 

Michelle holds a Bachelor of Science in Elementary Education and a Master of Science in Teaching and Learning through the Arts from the University of Nebraska at Omaha.  She also earned a Master of Education in Administration from Concordia University and a Master of Arts in Mathematics from the University of Nebraska-Lincoln.

She resides in Washington, NE with her husband and has three adult children.  Outside of work, she enjoys baking, exercising, reading, and traveling. 

Mikala Mackey

Operations Analyst

As an Operations Analyst at Triad Wealth Partners, a Registered Investment Adviser (RIA), Mikala plays a critical role in providing fast, reliable support to financial advisors and their teams as they navigate the Triad Wealth platform to serve their end-client investment and planning needs. Known for delivering an 11-star experience, she ensures that advisors receive timely assistance and solutions that enhance both efficiency and service quality.

Prior to joining Triad Wealth, Mikala served as a 3rd grade teacher in the public school system. During her time in education, she developed strong skills in data analysis, process improvement, critical thinking, and detailed reporting—all of which she now applies to drive operational excellence in a fast-paced financial services environment. 

Mikala holds a Bachelor of Arts in Elementary Education with endorsements in Reading and English Language Arts from Grand View University. She brings a methodical, client-first mindset to her work, paired with a natural ability to simplify complex information and improve systems through thoughtful analysis.

She resides in Ankeny, IA with her three dogs. Outside of work, Mikala enjoys spending time outdoors, playing flyball, reading, and exercising.

Michael Ellis

Operations Analyst

As an Operations Analyst at Triad Wealth Partners, Michael plays a key role in ensuring the efficiency and accuracy of the firm’s back-office operations. From streamlining internal workflows to supporting advisor teams with account transitions and data integrity, he brings analytical precision and a solution-focused mindset to every task. Before joining Triad Wealth, he worked in the banking industry.

He has earned his bachelor’s degree from the University of Kansas and is originally from Kansas City. He is an avid rock climber who enjoys the mental and physical challenge of scaling new heights.

Shania Liggett

Administrative Assistant

As Administrative Assistant at Triad Wealth Partners, Shania provides direct support to the Wealth Leadership team and helps maintain the flow of daily operations. She oversees a variety of administrative functions, schedule management, organizes communication, and supports priority projects to keep initiatives on track and organized.

Before joining Triad Wealth Partners, Shania spent over seven years as an Operations Manager in the Health and Wellness industry. During that time, she developed a strong foundation in service, leadership, and operational coordination. She also holds a Personal Training Certification, highlighting her commitment to discipline, wellness, and continuous growth. Shania earned her Bachelor’s degree in Exercise Science and brings a thoughtful and supportive approach to every aspect of her work at Triad Wealth Partners.

Shania lives in Lawrence, KS with her significant other and their two cats. She loves spending time outdoors, especially in the garden, and enjoys unwinding with a good book. Staying active through regular exercise is also an important part of her routine.

Dani Hampton, IACCP®

Chief Compliance Officer

As Chief Compliance Officer, Dani Hampton is responsible for creating and implementing all compliance strategies at Triad Wealth Partners, a Registered Investment Adviser (RIA). In this role, Dani plays a critical part in the strategic direction of the firm’s compliance team. She also helps member firms understand the ever more demanding compliance landscape through compliance best practices and education. With more than 25 years of experience, Dani brings valuable insight to the Triad Wealth team.

Before joining Triad Wealth Partners, Dani served as a Compliance Manager for Carson Group, where she built and oversaw the company’s advertising review, audit, systems, and licensing teams. She was also the Chief Compliance Officer of First National Capital Markets, the affiliated broker dealer and municipal advisor of First National Bank of Omaha, one of the largest privately held banks in the Midwest. During her 15-year tenure at First National Capital Markets, she held several positions throughout the company in sales, operations and compliance. Prior to her time at First National Capital Markets, Dani also held multiple positions at Ameritrade and E*Trade Financial.

Dani received her Master of Science in organizational leadership from the College of Saint Mary and her bachelor’s degree from Creighton University, both in Omaha, Nebraska. Dani holds the IACCP® designation. She lives in Omaha with her husband, daughter and beloved pet cat. She loves the theater and enjoys attending theater productions, especially those her family members, especially her daughter, are performing.

Cody Augustus, IACCP®

Director of Compliance

As Director of Compliance, Cody Augustus is responsible for creating and implementing compliance strategies at Triad Wealth Partners, a Registered Investment Adviser (RIA). In this role, Cody is a direct contact for our partners and advisors on the compliance program through compliance best practices and education. Cody has experience within various departments and types of financial institutions spanning back to 2007.

Before joining Triad Wealth Partners, Cody served as a Regional Supervision Manager for Carson Group, where he oversaw the firm’s advisors and partner office operations. He was also involved in advertising review, development of compliance policies and performed audit functions directly with partner offices. Cody has also had Compliance roles with First National Bank of Omaha and a clearing firm in Omaha. Cody started his career at TD Ameritrade where he focused on client support and transitioned to sales.

Cody holds the IACCP® designation. He lives in Omaha with his wife, 2 daughters and an assortment of pets including a saltwater fish tank. He enjoys sand volleyball, Jiu Jitsu, and game nights with friends.