Mark Jensen is a Series 65-credentialed advisor with Gradient Advisors, LLC, based in Sandpoint, ID, and has 10 years of industry experience. He has worked with Gradient Advisors and Legacy Global Financial Group since 2016 and served in the Idaho Army National Guard from 2012 to 2018. Outside of his advisory work, Jensen is also a licensed real estate agent with Remax In Action. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model that incorporates risk analysis tools and multiple portfolio analysis methods.

Michael Quarles is a financial advisor at Gradient Advisors, LLC in Kansas City, MO, holding a Series 65 designation with nine years of industry experience. He has held roles at multiple firms, including American Financial Education Alliance and AE Wealth Management, and is the owner of Financial Longevity Advisory, LLC, where he also operates as an independent insurance agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Elijah Miller is a financial advisor with Gradient Advisors, LLC in Arden Hills, MN. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior work includes positions at Securian Financial Services Inc and Minnesota Life Insurance Co. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, offering a largely non-discretionary model that incorporates comprehensive risk analysis and various portfolio management techniques.

Jordan Wright is a financial advisor with Gradient Advisors, LLC in St Augustine, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Gradient Advisors in 2026, he worked at Bankers Life and related entities from 2021 to 2025. Outside of his advisory roles, Wright volunteers as a softball coach with the Creeks Softball Association. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model with client approval for transactions.

Brooks Lindblad is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Southern Tier Consulting and Prosurity Inc. Lindblad is also owner and investment advisor representative of Southern Tier Wealth Management, where he provides financial planning. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Bradley Freels is a financial advisor with Gradient Advisors, LLC in Oklahoma City, holding a Series 65 license and nine years of industry experience. He has worked at Gradient Advisors since 2017 and also owns Southwest Retirement Resources, Inc., where he provides insurance sales including Medicare products and long-term care. Additionally, he operates Southwest Wealth Management, offering wealth management and advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion in other assets.

David Maldonado is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has worked at Gradient Advisors, LLC since 2021 and previously spent three years at AE Wealth Management, LLC and two years at Gebhardt Group Inc. Maldonado is also the owner of Income Harbor Wealth Management and Income Harbor Financial Group, where he provides financial planning and insurance services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers in a largely non-discretionary model, managing approximately $289 million in assets and administering about $1.10 billion.

William Hollingsworth is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Carthage, MS, and has 10 years of industry experience. He is also the President and Owner of Retirement Solutions & Wealth Management, LLC, a d.b.a. offering advisory services and retirement planning, which he has operated since 2016. Additionally, he has managed William C Hollingsworth, Inc. since 2006, a tax entity related to insurance activity. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach to portfolio management.

Kerry Bouchard is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Simplicity Wealth, LLC and Horter Investment Management. Bouchard is also the owner of Milestone Retirement, where he provides insurance services, and Milestone Wealth Management 123, LLC, offering advisory services. Gradient Advisors, LLC provides investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Larry Mahoney is a CFP® with 16 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to that, he worked at Tucker Asset Management and has operated his own financial practice since 1987. He is also involved with the American Financial Education Alliance as a chapter president, where he conducts educational seminars. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model with a focus on documenting client objectives and risk tolerance through various analytical tools.

James Wade is a Series 65-credentialed advisor at Gradient Advisors, LLC, with one year at the firm and prior experience as an independent agent since 2012. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates risk analysis and a mix of fundamental, technical, and cyclical portfolio strategies.

Lara Herron is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. She has held roles at New Frontier Wealth Management and New Frontier Financial, LLC, where she also provides insurance services. Outside of financial advising, Herron manages a technology company, HP (formerly known as POLY). Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives, delivering advice and implementation support with a largely non-discretionary model.

Matthew Brenneke is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds the Series 65 designation and has previously worked with Fed Marketing LLC, Youngblood Automotive Group, Ttec, and Missouri State University. Outside of his advisory role, Brenneke is involved in advisory and insurance services through Alpha Wealth Management. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm primarily operates through a network of Investment Advisor Representatives who support clients via a largely non-discretionary model, employing fundamental, technical, and cyclical analysis in portfolio work.

Ziaul Khondker is a financial advisor at Gradient Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life Insurance Company, Park Avenue Securities, Allstate Insurance Company, and The Prudential Insurance Co. of America. Khondker is also the owner and Investment Advisor Representative of Navigro Financial, a financial planning firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Dale Wondisford is a financial advisor at Gradient Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has been involved with Medigap Supplement Headquarters since 2008. In addition to his work at Gradient, he owns and operates Your Pension Rep, a financial planning and advisory business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model that incorporates tools such as risk analysis and various portfolio analysis methods.

Paula Brennan is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has been with Gradient Advisors since 2020. Prior to that, she worked at the Academy of Self Defense for four years and has operated her own independent business since 2005. Outside of her advisory role, she is involved in life and annuity sales as an independent life agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Ronald Bird is a Series 65-credentialed advisor with Gradient Advisors, LLC, bringing three years of industry experience. He has previously worked with Financial Concepts Retirement Planning, LLC over multiple periods totaling 17 years, and operated Ron Bird Portraits, an artistic business, for two years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates through a network of Investment Advisor Representatives and third-party money managers, primarily using a non-discretionary model that involves client approval for transactions.

Robert Talbot is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Gradient Advisors since 2021 and has prior experience with Ocean Crest Investments and Park Avenue Securities. Talbot is also the Executive Director of Josiah White's Quakerdale Foundation, a nonprofit that grants funds aligned with the founder’s mission. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model that incorporates tools such as the Color of Money Risk Analysis and a blend of fundamental, technical, and cyclical portfolio analysis.

Steven Eckroth Jr. is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His background includes roles at Wells Fargo Advisors, Thrivent Financial, and multiple real estate ventures, where he is currently active as a licensed real estate agent with Weichert Realtors and managing Honey Badger Homes, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary model with client approval on transactions.

Bradley Tunnell is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management for 12 years. He also owns Palmetto Wealth Planning, a financial planning firm based in Myrtle Beach, SC. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model supported by a range of analytical tools.