The Strength of Triad
We are a collaborative group of seasoned financial advisors each with complementary skillsets. We take a team approach, so you can benefit from our shared knowledge, experience, and insights.
John Shibles
Managing Partner, Wealth Advisor
John is the Managing Partner of Triad Wealth Advisors, where he provides comprehensive wealth management focused on investment planning, cash flow analysis, and estate planning. He is committed to building long-term client relationships through a disciplined, thoughtful approach to financial guidance tailored to each client’s goals and circumstances.
John has extensive experience in the financial services industry, having previously served as a Financial Advisor at Morgan Stanley and as a Senior Investment Consultant at Regal Securities. He is a Certified Exit Planning Advisor (CEPA), a designation for professionals who work with business owners on succession planning and ownership transitions.
John earned his bachelor’s degree in finance, with a double major in economics, from Marist College in Poughkeepsie, New York.
John is active in his community through his involvement with the Christian Brothers Academy Alumni Association, where he has served in leadership roles including president. He was inducted into the CBA Hall of Fame in 2024 and has also supported Allaire Community Farm, an organization serving individuals with special needs, veterans, and families facing health challenges.
John lives in Lincroft, New Jersey, with his wife, Beth, and their four children.
John was recognized as a President’s Level advisor for 2025, a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.
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 is proud to have been recognized as a Business Experience advisor for 2024—a distinction based on annual production that places him among the top 52 percent of advisors affiliated with Commonwealth Financial Network.
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.
Mike is proud to have been recognized as a Pinnacle Level advisor for 2025, a distrinction based on annual production that places him among the top 59 percent of advisors affiliated with Commonwealth Financial Network.
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
Jamie Fleming
Client Relationship Coordinator
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.
Lisa Battista
Financial Planning Support Specialist
Lisa brings a unique blend of technology expertise and thoughtful planning to her role at Triad Wealth Advisors. She began her career as a high school mathematics teacher at the Jersey Shore before transitioning into software development, where she combined her love of mathematics with a passion for process and problem-solving. As the technology lead for a Department of Defense logistics software system, Lisa managed the full software development life cycle and led complex projects from concept through implementation.
Lisa holds bachelor’s degrees in mathematics and education, a master’s degree in software engineering, and is a certified Project Management Professional (PMP).
A lifelong Jersey Shore native, Lisa now lives in Colts Neck, New Jersey, with her husband. She has three sons and especially enjoys spending time with her granddaughter whenever she can.
Kera McGinn
Client Service Associate
Kera McGinn brings over a decade of experience in banking to her role in the investment and wealth management industry. As a former Personal Banker, she built lasting relationships with clients while remaining focused on supporting their overall financial well-being.
Kera earned her B.A. in Political Science from Stockton University and holds a certificate in Social Studies Education from Georgian Court University. Her background in education allows her to simplify complex financial concepts, helping clients feel confident and informed as they work toward their goals.
Originally from New York and raised at the Jersey Shore, Kera remains deeply connected to her community. She serves as a board member for Casey’s Cure and volunteers as a Religious Education teacher.
Outside of the office, Kera enjoys spending time with her three children. Whether she’s cheering them on at games, cooking, walking, or relaxing at the beach, family is at the center of her life.
Mark Fichera
Advisor Emeritus
Mark passed peacefully on April 9, 2024 at 81 years of age. Our team was lucky to have had him as a Portfolio Analyst with Triad Wealth Advisors for part of his 33 years in the investment arena. 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 had been hung in Toms River, New Jersey with his wife, Donna Lee. The happy couple were married for more than 45 years. Mark was known as the "Big Fish," which was a side profession at which he was always trying to improve.