Cynthia Bleicher is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Gradient Advisors since 2019. Concurrently, she owns and operates Enchantment Financial, providing financial and retirement planning as well as insurance services. Gradient Advisors, LLC offers 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 supported by analytical tools such as the Color of Money Risk Analysis.

Brian Delay is a Series 65 licensed financial advisor with Gradient Advisors, LLC and has one year of experience at the firm. He has previously worked at Olive Branch Wealth Management, which he owns, and Freeman Financial Group, with a combined industry tenure of 20 years. 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, employing a largely non-discretionary model that emphasizes client approval of transactions and incorporates various analytical tools in portfolio management.

James Gaskins is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry and concurrently operates United Financial Services, where he provides financial planning and advisory 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 works primarily through third‑party money managers and Investment Advisor Representatives, using a largely non-discretionary model and various analytical tools to align portfolios with client objectives.

Bonnie Clark is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and 10 years of industry experience. She has worked with Kratos Wealth Management and Gradient Advisors since 2016 and owns Kratos Wealth Management and Kratos Financial Solutions, which provide retirement planning, investment advisory, and insurance services. Clark also serves as a mentor for local small businesses through SCORE and is the secretary of the Christian Business Partners Temecula Chapter. Gradient Advisors, LLC offers 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, focusing on a non-discretionary model that incorporates risk analysis and multiple investment strategies.

Thomas Kaliszak is an investment advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Ruggiero Wealth Management and operates Kaliszak Insurance Consultancy LLC, where he serves as president and owner. 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 works primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that requires client approval for transactions.

Roger Long is a Series 66 licensed financial advisor with 16 years of industry experience. He has been with Gradient Advisors, LLC since 2011 and is also a managing partner and investment advisor representative at Mid America Insurance Solutions, LLC. 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, using a largely non-discretionary model and a range of analytic tools to support client portfolios.

Larry Henderson is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at both Gradient Advisors since 2016 and Allied Wealth Advisors since 2010. In addition to his advisory role, he owns an independent insurance agency under Allied Wealth Advisors that sells life, health, and fixed annuity products. 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 various analytical tools to guide portfolio work.

Paul Brown is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers 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 a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

Kevin Klute is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Gradient Advisors since 2017 and previously at Safe Money Concepts from 2013 to 2017. He is also the owner of Kevin Klute LLC, doing business as Financial Logic, where he provides wealth management, financial planning, and fixed insurance and index annuity 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 third-party money managers and Investment Advisor Representatives in a largely non-discretionary model, managing approximately $289 million in regulatory assets under management and $1.10 billion in assets under administration.

Rebecca Irey is an Investment Advisor Representative at Gradient Advisors, LLC with Series 63 and Series 65 credentials. She has been with Gradient Advisors since 2025 and also owns Blue Skye Financial, a financial planning firm based in Hutto, TX. Prior to her advisory roles, she has operated RI Transcription Solutions since 1995 and participates in the Federal Employee Advocate Program. 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 businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio strategies.

Jason Adams is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. Prior to joining Gradient Advisors in 2020, he worked at SagePoint Financial, Inc. and NYLIFE Securities LLC, with additional experience as a sole proprietor since 2002. Outside of advising, Adams is a partner in a shipping and logistics 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 operates primarily through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis while documenting client objectives and risk tolerance.

Troy Simonson is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Questar Asset Management from 2016 to 2019. Outside of advising, Simonson volunteers for Portage Youth Softball, supporting youth fastpitch softball programs. 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 with tools such as the Color of Money Risk Analysis.

Michael Kerby is a Series 65-licensed advisor with Gradient Advisors, LLC, where he has worked for 14 years. He also has 21 years of experience at Secure Retirement Planners, Inc. Outside of his advisory roles, he is the proprietor of Buck Mountain Ranch. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Curtis Stoner is a financial advisor with Gradient Advisors, LLC and holds the Series 63 and Series 65 designations. He has two years of industry experience and has worked at firms including Senior Health and Wealth Solutions, The Prudential Insurance Company of America, and PRUCO Securities. He is also involved in operating Senior Health and Wealth Solutions, LLC, an insurance services business. 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 businesses. The firm operates through a network of Investment Advisor Representatives, offering mostly non-discretionary advice and employing various analytical approaches in portfolio management.

Paul Kozak is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Gradient Advisors and Premier Planning Services since 2017 and is also involved in insurance and fixed annuities sales through his role at D-Max ENT, LLC, which he has operated since 1994. 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 businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that emphasizes client approval of transactions.

Brady Black is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and three years of industry experience. He has been with Gradient Advisors since 2023 and previously served in a strategic partnership role at Gradient Annuity Brokerage starting in 2009. Outside of his advisory duties, he owns a recreational equipment rental business specializing in boat and RV rentals. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm employs a largely non-discretionary approach and supports clients through a network of Investment Advisor Representatives and third-party money managers.

Joshua Watson is a financial advisor at Gradient Advisors, LLC with Series 65 registration and one year of industry experience. He has been associated with Gradient Annuity Brokerage since 2011. 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 a network of Investment Advisor Representatives who coordinate with third-party money managers under a largely non-discretionary model, managing approximately $289 million in regulatory assets alongside $1.10 billion in assets under administration.

Christian Stake is an investment advisor representative at Gradient Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Baynes Investment Counsel LLC and Transamerica Financial Advisors, Inc. Outside of his advisory role, Stake is involved in highway construction operations as an operator foreman for Eagle Bridge Company. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm primarily operates through third-party money managers and investment advisor representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jeffrey Nash is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked previously at Flagship Financial. Outside of his advisory role, he provides notary services and is involved in wills and trusts through a separate business activity. 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 primarily operates through third-party money managers and investment advisor representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analyses.

John Sicola is a ChFC® and Series 63 designated advisor with seven years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at AE Wealth Management, The Lloyd Financial Group, and operated his own firm, Sicola Advisory Group, for five years. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, delivering these through a network of Investment Advisor Representatives and third-party money managers. The firm uses a largely non-discretionary model, incorporating fundamental, technical, and cyclical analysis in portfolio management, and oversees approximately $1.39 billion in total platform assets.