The firm continues to augment executive leadership to drive growth, enhance service offerings, and foster a culture of excellence

LAWRENCE, Kan. --(BUSINESS WIRE)

Triad Partners (“Triad”), the financial services organization dedicated to helping advisors build a business bigger than themselves while maintaining work-life integration, today announced the appointment of Derek Sullivanas chief financial officer (CFO) and Scott Rinehart as president and chief wealth officer of Triad’s wealth management affiliate, Triad Wealth Partners (“Triad Wealth”). These leadership hires will transform the firm’s corporate financial strategy and help accelerate the growth of its advisor network.

Sullivan brings more than 17 years of experience from Fidelity Investments, where he held financial leadership roles across institutional and third-party asset management and distribution, as well as international commercial real estate acquisition, development, and property management. Most recently, he served as COO and CFO of NovoEd, Inc., a high-growth social collaborative learning platform and wholly owned subsidiary of Fidelity. As CFO of Triad, he will lead financial management, strategic capital allocation, and risk oversight. Sullivan earned the President’s Circle Award in Fidelity’s Institutional Asset Management business and received a Congressional nomination and appointment to the United States Military Academy at West Point.

“At Triad, I saw a firm genuinely invested in its network of advisors and committed to supporting every aspect of their lives,” said Sullivan. “Brad and his team understand that success in this industry should not come at the cost of personal well-being. After years at Fidelity, I am excited to bring that experience to Triad and help expand the kind of advisor support that truly makes a difference.”

Triad has also appointed Scott Rinehart as president and chief wealth officer. In this role, Rinehart is responsible for setting strategic direction and overseeing the growth and performance of Triad’s wealth management division. He will lead advisor relationships, wealth management services, and internal team operations to improve client outcomes and strengthen business performance. His leadership will be key to enabling scalable growth and fostering stronger cross-functional collaboration at the firm. Previously, Rinehart served as Triad’s chief planning officer for nearly two years, where he led the development and execution of the firm’s financial planning strategy.

“Bringing Derek and Scott onto our leadership team strengthens the foundation we’ve built for long-term growth. They will give us the capacity to remain focused on strategic expansion while elevating our day-to-day operations,” said Brad Johnson, co-founder of Triad Partners. “Triad is a movement rooted in helping our members shift their mindset and vision to unlock greater joy and freedom in both their business and lives.”

Since the start of 2025, Triad has advanced its transformation, delivering a premier network, cutting-edge tools, and expert coaching to help financial advisors grow faster and with greater freedom. This year, the company has already appointed a new CTO and COO and hosted its ‘Launch’ and ‘Scale Summit’ experiences, which united financial services teams across the country to reinforce Triad’s mission of assisting independent financial professionals grow and develop businesses of significance.

With these additions, Triad remains committed to purposeful growth, focused on giving advisors and their clients the resources they need to succeed in both business and life. To learn more, please visit its website.

About Triad Partners

Triad Partners, founded in 2020, is a leading field marketing organization dedicated to transforming the way financial advisors approach their businesses by embracing a “Do Business. Do Life.™” mentality. As a business development company, Triad provides advisors with the resources, tools and support they need to achieve limitless growth and personal freedom, while focusing on aligning their lives with their values and aspirations—not just scaling a business. Through thoughtfully designed programs, financial advisors gain the knowledge and strategies to elevate their businesses, reclaim their time and prioritize what truly matters. By empowering its members to grow with purpose and balance, Triad Partners helps them build a future defined by freedom, happiness and the ability to thrive both professionally and personally.

About Triad Wealth Partners

Triad Wealth Partners is a financial services company empowering advisors to build businesses of significance through a robust platform offering investment management, financial planning, operations and compliance support and practice management solutions. It serves as a trusted partner within a passionate community of growth-minded professionals that provides an innovative platform that catapults advisor business growth and reinvigorates advisor-led teams while serving their clients at the highest level. To learn more, visit www.triadwealthpartners.com. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser.

Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.

MEDIA CONTACT:
[email protected]

Jason Lahita
[email protected]
973-460-7837

Justin Pirigyi
[email protected]
619-316-9195

Copyright Business Wire 2025

Information contained on this page is provided by an independent third-party content provider. XPRMedia and this Site make no warranties or representations in connection therewith. If you are affiliated with this page and would like it removed please contact [email protected]