Kevin Gerbers is a financial advisor with Gradient Advisors, LLC in San Antonio, TX, holding a Series 65 license and nine years of industry experience. He has worked at Gradient Advisors since 2022 and also serves as president and presenter for the American Financial Education Alliance, where he conducts financial education classes. Gerbers is additionally involved with Pinnacle Strategic Wealth, Inc. in a leadership role focused on advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary, client-approved approach to portfolio management and applying multiple analytical methods to guide investment decisions.

Anders Christiansen is a financial advisor at Gradient Advisors, LLC with one year of industry experience and holds a Series 65 designation. His work history includes roles at several firms such as America First Financial and Gines Insurance Agency. 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 incorporates risk analysis and fundamental, technical, and cyclical portfolio assessments.

Gordon Faerber is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Ventura, CA, where he has worked since 2018. He has seven years of industry experience and also owns Black Stallion Insurance, an insurance services business. Additionally, he operates Smart Asset Plan, a retirement and financial planning service. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm primarily works through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using various analytical tools to guide portfolio decisions.

Arielle Williams is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. Her prior roles include positions at American Senior Benefits and Bankers Life. She serves as president of Royal Neighbors, a nonprofit organization, in addition to her advisory work. 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, utilizing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Robert Cerrito is a financial advisor with Gradient Advisors, LLC and holds Series 63 and Series 66 credentials. He has 30 years of industry experience and has worked at multiple firms including Prudential Insurance Company of America and Walser Wealth Management Company. He is also co-owner and Investment Advisor Representative of Cerrito & Stanfill Wealth Management. 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.

Lyndol Anderson is a ChFC® credentialed advisor with 10 years of industry experience, currently associated with Gradient Advisors, LLC. He also owns and operates West Texas Financial Solutions and West Texas Retirement Solutions, providing financial planning, advisory services, insurance sales, and medical supplements. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse range of clients, 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 and utilizing tools such as the Color of Money Risk Analysis in their portfolio management.

Belinda Fox is an advisor at Gradient Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple firms including Transamerica Financial Advisors and Anthem Blue Cross Blue Shield. She is also involved as an owner and investment advisor representative of Vulpes Wealth Management, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through third-party money managers and investment advisor representatives who deliver advice and implement strategies within a largely non-discretionary model.

Mark Augustsson is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms including Transparent Wealth Management, Aegis Wealth Management, and ASB Financial, where he has been involved since 2016. Outside of his advisory work, Augustsson owns and operates Eagle Retirement Strategies, a financial planning business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm works primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary operating model that incorporates fundamental, technical, and cyclical portfolio analysis.

Brian Plain is a CFP® with 20 years of industry experience and has been with Gradient Advisors, LLC since 2014. He provides consulting services focused on business management and growth to small business owners. Gradient Advisors 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, using a largely non-discretionary approach that incorporates multiple analytical methods to align portfolios with client objectives and risk tolerance.

Justin Stanfill is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Walser Wealth Management and Prudential Insurance Company of America. In addition to his role at Gradient Advisors, he is co-owner and Investment Advisor Representative at Cerrito & Stanfill Wealth Management in Canton, GA. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through a non-discretionary model with third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Skyelyn Layson is a financial advisor with Gradient Advisors, LLC in Macon, GA, holding a Series 65 credential and seven years of industry experience. She has worked at Gradient Advisors since 2019 and OSBS Inc since 2011. Outside of her advisory roles, she is an account manager for Hey PHD Regenerations Technologies, a company focused on stem cell treatments. 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 to align client objectives and risk tolerance with portfolio management.

Scott Schloegel is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Creative Planning, Royal Alliance, and Premier Financial Partners. Scott also owns Wealth Scope LLC, where he provides financial planning and client relationship management. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, providing a non-discretionary model that integrates fundamental, technical, and cyclical portfolio analysis.

Olivia Di Filippo is a financial advisor at Gradient Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Swan Capital, LLC for three years. Outside of finance, she has a background that includes roles at Haven Salon & Spa and involvement with multiple United Methodist Churches. 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 that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Andrew Bird is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Mesquite, Nevada, where he has worked since 2025. He has a decade of experience through his role at Financial Concepts Retirement Planning LLC, which he has managed since 2016. Bird also provides advisory and insurance services via Financial Concepts INC and Financial Concepts Retirement Planning, LLC. 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, focusing on a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jonathan Ullivarri is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Eternal Empire Insurance, Blueprint Insurance Group, True Spec Golf, Club Champion Golf, and Golf Galaxy. He is also involved as President and Investment Advisor Representative of Eternal Empire Investments. 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 approach that incorporates fundamental, technical, and cyclical analysis.

Mindy Strong is a financial advisor with Gradient Advisors, LLC in Virginia Beach, VA, holding a Series 65 designation and one year of industry experience. Prior to joining Gradient Advisors, she worked at Family First Life and Boho Hippie. She is also the owner of Strong Financial Planning and Insurance Services, where she provides financial planning and advisory services. 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, utilizing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bankers Life Securities and Bankers Life & Casualty. She serves on the board of the IPF Foundation, a medical nonprofit organization. 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 and utilizing tools like the Color of Money Risk Analysis in their portfolio strategies.

Daniel Brungard is a financial advisor with Gradient Advisors, LLC, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory work, Brungard is involved in recreation as an event consultant and technical director for bicycle races and holds a license as a race official with USA Cycling. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, primarily using a non-discretionary model that incorporates multiple analytical approaches while managing approximately $1.39 billion in total platform assets.

Stiven Olarte is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked with D.H. Hill Advisors, Inc., D.H. Hill Insurance Services, Inc., and D.H. Hill Securities, LLLP. Olarte is also the owner of Olarte Wealth Management and Olarte Financial Services, providing investment advisory and insurance services. 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 approach supported by fundamental, technical, and cyclical portfolio analysis.

Stephen Walton is a Series 65-licensed financial advisor with Gradient Advisors, LLC and Walton Wealth Management Inc., bringing 10 years of industry experience. He has held roles at Gradient Advisors since 2016 and founded Walton Wealth Management in 2018, where he serves as President focusing on retirement planning, tax planning, and insurance sales. 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, using a non-discretionary model with tools such as the Color of Money Risk Analysis to guide investment decisions.