David Tauzin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has operated Tauzin Wealth Management, LLC since 2017 and previously worked with Tauzin Retirement Solutions and Change Path LLC. Tauzin is also a chapter instructor for the Society of Financial Awareness, a nonprofit 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. The firm primarily operates through a network of Investment Advisor Representatives and third‑party money managers using a largely non‑discretionary model that incorporates client approval of transactions and a range of analytical approaches in portfolio management.

Gregory Griffin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His work history includes positions at Brookstone Capital Management, Griffin Investment Services, and his own firm, Griffin Advisory Services, which he has owned and operated since 2006, dedicating approximately 75% of his time to financial planning and insurance sales. 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 operates primarily through a network of Investment Advisor Representatives, employing a largely non-discretionary model and utilizes various analytical methods to align portfolios with client objectives and risk tolerance.

Michel Dingeldein is a financial advisor with Gradient Advisors, LLC based in New Albany, IN. He holds a Series 65 designation and has four years of industry experience. His prior work includes a 26-year tenure at J.P. Morgan Chase and management roles in investment-related financial operations at Senior Solutions. 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, focusing on a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Zachary Park is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include work at American Senior Benefits and Highway Products Inc. He is a member of Pin High Entertainment & Fundraising, where he participates in golf events to raise money for charitable causes. Gradient Advisors, LLC 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, using a non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio evaluations.

Michael Hoyt is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and four years of industry experience. He has worked at American Senior Benefits since 2009, where he is involved in insurance and medical sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services primarily through a network of Investment Advisor Representatives and third-party money managers. The firm serves a variety of clients including individuals, retirement plans, trusts, and charitable organizations, operating mainly on a non-discretionary basis with a focus on documented client objectives and risk tolerance.

Frank Davis Jr. is a financial advisor with Gradient Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Virtue Wealth Counsel, LLC and has been involved with American Senior Benefits since 2009, where he conducts health, life, and annuity sales as an insurance producer. 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 third-party money managers and Investment Advisor Representatives, using a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis while requiring client approval of transactions.

Brent Marshall is a financial advisor at Gradient Advisors, LLC with 26 years of industry experience. He holds the PFS™ designation and has worked with several firms, including Omni Fund and Horter Investment Management. He also operates an accounting and financial planning practice serving individuals and small businesses. Gradient Advisors provides investment management, financial planning, and consulting 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, employing a largely non-discretionary approach tailored to client objectives and risk tolerance.

Timothy Kaley is a financial advisor with Gradient Advisors, LLC, holding a Series 65 license and nine years of industry experience. He has been with Gradient Advisors since 2017 and is also the owner of Kaley Financial Group, LLC, where he provides wealth management, retirement planning, and insurance sales. Kaley is a member of the Twin Cities North Chamber of Commerce, assisting in business promotion. 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 in portfolio management.

John Moody is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of experience in the industry. He also owns John Moody Insurance and ERA Real Solutions, where he has been involved since 2015 and 2004, respectively. His other business activities include managing insurance services and real estate transactions. 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 approach that incorporates fundamental, technical, and cyclical analysis while requiring client approval for transactions.

Thomas Steele is a Series 65-licensed financial advisor at Gradient Advisors, LLC with seven years of industry experience. He previously worked at Jack Keeter & Associates and has been involved with Wealth Preservation Concepts for over 30 years. Outside of his advisory role, Steele is part owner of WPC Executive Services Inc., which provides executive services to small business owners. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and 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 emphasizes client approval of transactions and a combination of fundamental, technical, and cyclical portfolio analysis.

Jeffrey Renaker is a financial advisor at Gradient Advisors, LLC with one year of experience. He holds the ChFC® designation and Series 63 license. Prior to joining Gradient Advisors in 2025, he worked at ASB Financial since 2020 and American Senior Benefits from 2016 to 2020. 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, focusing on a largely non-discretionary model that incorporates client approval of transactions and utilizes risk analysis and multiple methods of portfolio management.

Joel George is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Gradient Advisors since 2022 and also has roles with Allied Wealth Financial Group and the University of Colorado at Colorado Springs. Outside of his advisory work, he is involved in insurance services and advisory roles through Allied Wealth Financial Group. 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, utilizing a largely non-discretionary model with client approval required for transactions, and employs fundamental, technical, and cyclical analysis in its portfolio management.

Daniel Smith is a financial advisor at Gradient Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Royal Wealth Management and American Senior Benefits. Outside of advisory work, he is involved in insurance services and group health plan sales as an independent agent. 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 and using a combination of fundamental, technical, and cyclical analysis in portfolio management.

Mary Klug is a Series 65 licensed advisor with Gradient Advisors, LLC and has four years of industry experience. She has been affiliated with Gradient Advisors since 2022 and also operates Klug Financial Solutions, where she provides 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 primarily operates through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that involves clients in transaction approvals and uses fundamental, technical, and cyclical analysis in portfolio management.

Lawrence Conti Jr. is affiliated with Gradient Advisors, LLC and holds Series 63 and Series 65 designations. He has over two decades of experience in the industry, including roles at Conti & Conti LLC and Gallucci & Conti Insurance Services, Inc. since 2001. Gradient Advisors, LLC provides 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 third-party money managers and investment advisor representatives, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Laura Kokesh is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Gradient Advisors since 2011 and has operated Kokesh Financial Strategies, Inc. since 1992. Outside of advisory work, she represents charitable gift annuities through Metropolitan Life. 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, using a largely non-discretionary model with an emphasis on client approval and risk assessment tools.

Brian Wolfe is a ChFC® designated financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He has been with Gradient Advisors since 2013 and also operated Independence Wealth Advisory INC, providing 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 entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, managing a total platform of approximately $1.39 billion in assets.

Leslie Turner is a financial advisor at Gradient Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has operated the National Care Insurance Agency since 1997, focusing on health insurance sales alongside his advisory role. 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, utilizing a largely non-discretionary model that incorporates various analytical approaches to portfolio management.

Steven Hohenwarter is a financial advisor at Gradient Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2015. Outside of his advisory role, he serves as Vice President on the board of a homeowners association in Ocean City, Maryland. 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 operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis in portfolio management.

Ronald Balkus is a Series 65-licensed financial advisor with Gradient Advisors, LLC, based in Greenville, SC, and has two years of industry experience. He has also been involved with Palmetto Senior Benefits since 2013. Balkus owns and operates Balkus Wealth Management and Balkus Insurance Services Inc., focusing on advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates risk analysis and various investment methods.