Our Story

Based in the heart of Columbia, Illinois, Triada Advisors has helped family business owners, retirees and wealth builders pursue their long-term goals and achieve financial success and wellness for more than two decades. Triada works with clients in the Midwest and throughout the country focusing on investment management, insurance and financial planning. 

We’re rooted in the belief that establishing trust and caring about our clients’ best interests are of utmost importance. To us, values matter and purpose is paramount. 

At Triada Advisors, we’re proud to provide our clients with personalized and tailored service while also having access to the same amount of resources as large institutions and wire houses. We are proud of our relationship with Cornerstone Wealth Management, LLC, because it allows us to give our clients some of the most renowned and high-quality resources the industry has to offer. Through this partnership, our clients can feel confident knowing that their best interests will be looked out for not only today, but far into the future, as well.

Likewise, by being aligned with LPL Financial, we can provide truly objective, unbiased advice and investment recommendations. LPL Financial is one of the industry’s most prominent financial services companies and the largest independent broker-dealer in the nation* with an impressive and robust mix of services and tools. Our clients enjoy the benefits of this vast arching support while also working directly with our Triada advisors one-on-one.

Whether we’re working with individuals, families or business owners, our goal is to provide objective guidance and serve as a resource for our clients’ investment and financial needs. We believe that actions speak louder than words, and that when it comes to our clients, exemplary service and hands-on support are the highest priority.  

“Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities, position them to reap rewards and help them build a solid financial foundation for the future.”

– Cal Neeman, President of Triada Advisors

Our Team

Calvin Neeman

Calvin Neeman

Investment Advisor Representative

(618) 281-3444

Aaron Thompson, CPA

Aaron Thompson, CPA

Investment Advisor Representative

618-281-3444

844-894-9822

Charlene  Ahne

Charlene Ahne

Client Service Manager

Sophia Rudloff

Sophia Rudloff

Client Service Manager

Liyin Bao, CFA

Liyin Bao, CFA

Portfolio Manager, LPL Operations Manager

Khurram Naveed

Khurram Naveed

Senior Analyst, LPL Operations Manager

314-394-1670

Lee Eggemeyer

Lee Eggemeyer

Certified Public Accountant