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About Channel Financial is a leading independent retirement plan consulting firm. Story Securities offered through Triad Advisors, member FINRA/SIPC. Advisory services offered through Resources Investment Advisors, Inc. ("RIA"), an SEC-registered investment adviser. Resources Investment Advisors and Channel Financial are not affiliated with Triad Advisors. Third party posts found on this profile do not reflect the views of Triad Advisors and have not been reviewed by Triad Advisors as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.channelfinancial.com. Mission Our mission is to help protect fiduciaries from the personal and corporate liability related to the retirement plan, while enhancing potential investment opportunities and ultimately helping participants achieve financial security.
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