The Strength of Triad
We are a collaborative group of seasoned financial advisors each with complementary skillsets. We take a team approach, so you benefit from our shared knowledge, experience, and insights to improve your results.
Get To Know Us
John Shibles
Managing Partner, Wealth Advisor
Michael Oberdorf, CFA®
Wealth Advisor
Connor Sofield
Wealth Advisory Associate
Jamie Fleming
Client Service Associate
Mark Fichera
Advisor Emeritus
John Shibles
Managing Partner, Wealth Advisor
John is the managing partner of Triad Wealth Advisors, fulfilling a career-long dream. He believes that focusing on investment advice, cash flow analysis, and estate planning is wealth management advice at its best. As a wealth advisor, John is dedicated to understanding the unique needs of each client and specializes in the practice of disciplined money management. His background in the financial securities industry includes positions as a financial advisor at Morgan Stanley and senior investment consultant at Regal Securities.
John received his bachelor’s degree in finance and a second major in economics from Marist College in Poughkeepsie, New York.
He volunteers with the Christian Brothers Academy Alumni Association, where he has served as president, vice president, and secretary. John has also been active with Memorial Sloan Kettering Cancer Center. He was 4th in the country in funds raised in the “Name Your Own Event” category, where he ran his first half-marathon. The proceeds of that run went directly to ovarian cancer research. This was important to him because his mom passed away from ovarian cancer two months after his race. John lives in Lincroft, New Jersey, with his wife, Beth, and four children.
John is proud to have been recognized as a Founder’s Club advisor for 2023—a distinction based on annual production that places him among the top 34 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.
Designations/Registrations/Licenses
- FINRA Series 7, 63, and 65 securities registrations
- Life insurance and variable life insurance licenses
Michael Oberdorf, CFA®
Wealth Advisor
Michael is a wealth advisor at Triad Wealth Advisors and brings more than 15 years of experience in the institutional investment space. He believes that the skills he developed during his career in company analysis and portfolio management can help create efficient and effective solutions for clients. Michael began his career at Merrill Lynch Investment Managers where he started in marketing and moved on to the Fundamental Growth investment team. He worked for BlackRock in the same role after its acquisition of Merrill Lynch Investment Managers. and then went on to work with two start-up investment firms. He enjoys the entrepreneurial culture fostered by Triad Wealth Advisors.
Michael received his bachelor’s degree in finance from Georgetown University in Washington, DC.
Michael and his wife, Trish, grew up on the Jersey shore and currently live in Freehold, New Jersey. They have two children, Meghan and Ryan.
Designations/Registrations/Licenses
- Chartered Financial Analyst® (CFA®)
- FINRA Series 7 and 63 securities registrations
- Life insurance, variable life insurance, and accident and health insurance licenses
Connor Sofield
Wealth Advisory Associate
Connor is a Wealth Advisory Associate with Triad Wealth Advisors. Connor has been in the financial industry for the past three years. He began his finance career in the institutional investment space as a Municipal Bond Broker with Tradition Securities and Futures.
Connor received his bachelor’s degree in political science from the College of the Holy Cross in Worcester, Massachusetts, in 2016. During his time on "the Hill", Connor was a four-year member of the men's varsity lacrosse team, competing at the Division-1 level in The Patriot League.
Connor moved to New Jersey from Long Island, New York, in 2020 given his wife is from the area. He quickly immersed himself in the local community by way of lacrosse, as he coaches with Christian Brothers Academy, Building Blocks Lacrosse Club, founded his own training academy, and actively assists local town/travel teams. Connor's involvement with CBA ultimately introduced him to John, Mike, and the Triad Wealth Advisors team. After his experience in the institutional finance space, Connor was drawn to the customer-centric nature of wealth advisory.
Connor lives in Atlantic Highlands, New Jersey with his wife, Lindsay, and their Australian Shepherd, Lu. Forever a Long Islander at heart, he will never mention a summer weekend "down the shore", but he will happily tell you about his "trip to the beach".
Designations/Registrations/Licenses
- FINRA Series 7, 63, and 65 securities registrations
- Life insurance, variable life insurance, and accident and health insurance licenses
Jamie Fleming
Client Service Associate
Jamie brings valuable experience in the financial services industry to Triad Wealth Advisors. She began her career in wealth management at Credit Suisse, focusing on client service for high-net-worth individuals. During her tenure at Credit Suisse, she held roles in Operations and Manager Selection within the Managed Accounts department, serving as a lead analyst on multiple equity separate account strategies.
Jamie holds a bachelor’s degree in Finance from Villanova University in Villanova, PA.
Aligning with the firm’s commitment to community involvement, Jamie actively participates in local volunteer activities, contributing to parent organizations, coaching soccer, and organizing blood drives with the American Red Cross.
Jamie and her husband, Michael, both originally from Massachusetts, now reside in Little Silver, New Jersey, with their four daughters.
Mark Fichera
Advisor Emeritus
Mark was a Wealth Advisor and Portfolio Analyst with Triad Wealth Advisors and had been in the investment arena for more than 33 years. He previously worked for Johnson and Johnson in various financial disciplines including as an accountant, financial manager and assistant controller.
Mark received an undergraduate degree in accounting from Rider University in 1966 and he earned an MBA in finance at Illinois Benedictine College in 1981.
Mark's hat and coat have been hung in Toms River, New Jersey with his wife, Donna Lee. The happy couple have been married for more than 45 years. Mark is also known as the "Big Fish," which is a side profession at which he is trying to improve.
Our Extended Team
Through our affiliation with Commonwealth Financial Network®, we have access to teams of investment research specialists, advanced planning professionals, and experienced retirement specialists to help us better serve your needs. Use these buttons to learn about our support teams.
