Triad Advisors Announces Successful Recruitment Of Stonebridge Financial Group To Its Hybrid Solutions Platform

ATLANTA, Nov. 1, 2018 /PRNewswire/ -- Triad Advisors, LLC ("Triad" or "the Firm"), a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK), and a leading independent advisory and brokerage (IAB) firm supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, today announced that Pennsylvania-based Stonebridge Financial Group ("Stonebridge") has joined its hybrid solutions platform.

Headquartered in Wormleysburg, PA with an additional office in Gettysburg, Stonebridge is an independent financial advisory firm that provides comprehensive wealth management for families and companies in coordination with their tax and legal professionals. The Stonebridge team is experienced in planning for various compensation and equity strategies for senior executives, corporate retirement plans for small to midsized businesses, and portfolio management with versatile fee structures. Stonebridge has approximately $850 million in total advisory and brokerage client assets, and currently consists of seven financial advisors, a portfolio analyst, and eleven support staff. The team is led by Brian McCarver, Jonathan Freeman and Jim Kampstra.

Michael C. Bryan, Chief Executive Officer of Triad Hybrid Solutions, said, "We welcome Stonebridge Financial Group to the Triad platform with great enthusiasm. Brian, Jon, and Jim have built the type of young and entrepreneurial group that has all the ingredients for success. Triad Hybrid Solutions is happy to provide them with the infrastructure to grow their team, assets and client base with confidence over the long term. We will help expand their product and solution set, as well as empower them to pursue their growth strategy with first-class technology and operational support."

Brian McCarver, Co-Director of Stonebridge, said, "We joined Triad Hybrid Solutions because our industry and our business are evolving toward greater independence, in line with the needs of our clients. Triad has a proven track record of valuing and successfully fostering greater independence in the advisory practices it supports. We also have the long-term goal of strengthening our regional presence by establishing additional office locations both organically and inorganically, and with the resources of Triad and its parent company, Ladenburg Thalmann, in our corner, we now see a clear path for how we can achieve that goal."

Jon Freeman, Co-Director of Stonebridge, added, "Our top priority in seeking out a new IAB partner was to add even greater value for our clients and to further expand upon the level of service we already provide. We wanted to find a partner that would help us offer our clients better technology and flexible fee structures within a multi-custodial approach, and who could help us further strengthen our practice's efficiency so that we could provide an even better client experience. Triad has consistently proven itself to be that partner. Their multi-custodial approach will also help us implement our inorganic growth strategy by enabling us to more easily integrate newly-acquired practices. We are very pleased to be part of the Triad team."

Mr. Bryan concluded, "Stonebridge now has access to Ladenburg Advantage, which opens up possibilities that were previously unavailable to the practice, like our trust services, annuities and syndicate offerings. Triad prides ourselves not only on our ability to bring the best advisors to our platform, but on our ability to help them realize their full potential, as well. We are very excited to work with Stonebridge to help them achieve their long-term goals."

About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, LLC is a national, independent advisory and brokerage firm as well as a multi-custodial SEC-Registered Investment Adviser (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions. Recognized as one of the most successful and fastest-growing independent firms in the industry (including being named the leading firm for Hybrid RIAs nine years in a row by Investment Advisor magazine), Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK). For more information, please visit www.triad-advisors.com.

About Stonebridge Financial Group
The experienced team at Stonebridge Financial Group has been working together since 2002, and has offices in Wormleysburg and Gettysburg, Pennsylvania. The practice holds expertise in services for corporate clients, families, business owners and institutions. Stonebridge offers comprehensive wealth management including asset management, life and long-term-care insurance, retirement income strategies, as well as estate planning.

About Ladenburg Thalmann
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburg's subsidiaries include industry-leading independent advisory and brokerage (IAB) firms Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services, as well as Premier Trust, Ladenburg Thalmann Asset Management, Highland Capital Brokerage, a leading independent life insurance brokerage company, Ladenburg Thalmann Annuity Insurance Services, a full-service annuity processing and marketing company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for over 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.ladenburg.com.

This press release includes certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding future growth and growth of our independent advisory and brokerage business. These statements are based on management's current expectations or beliefs and are subject to uncertainty and changes in circumstances. Actual results may vary materially from those expressed or implied by the statements herein due to changes in economic, business, competitive and/or regulatory factors, and other risks and uncertainties affecting the operation of Ladenburg Thalmann's business. These risks, uncertainties and contingencies include those set forth in Ladenburg Thalmann's annual report on Form 10-K for the fiscal year ended December 31, 2017 and other factors detailed from time to time in its other filings with the Securities and Exchange Commission. The information set forth herein should be read in light of such risks. Further, investors should keep in mind that Ladenburg Thalmann's quarterly revenue and profits can fluctuate materially depending on many factors, including the number, size and timing of completed offerings and other transactions. Accordingly, Ladenburg Thalmann's revenue and profits in any particular quarter may not be indicative of future results. Ladenburg Thalmann is under no obligation to, and expressly disclaims any obligation to, update or alter its forward-looking statements, whether as a result of new information, future events, changes in assumptions or otherwise, except as required by law.

Media Contacts:
Joseph Kuo / Michael Dugan
Haven Tower Group
424 652 6520 ext. 101 or 424 652 6520 ext. 106
[email protected] or [email protected]

SOURCE Triad Advisors, LLC

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