Caine Crawford Sr. is a Series 65-licensed financial advisor at Gradient Advisors, LLC with three years of industry experience. He previously worked at Virtue Capital Management, LLC and has been involved with the Federal Employee Advocacy Group since 2015. He also provides financial education and planning services specifically for federal employees. 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 primarily operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach tailored to client objectives and risk tolerance.

Michael Mendell is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. He has prior experience working at the Los Angeles County Superior Court for nine years and was self-employed for one year. 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 advisory model that incorporates fundamental, technical, and cyclical analysis.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Matthew Elkins is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has held roles at Independence Capital Company Inc and MassMutual Financial Group, among others. Elkins serves as president of Elkins Financial Services, Inc. and is treasurer of the Kiwanis Club of Beckley, a civic organization. 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 a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio assessments.

Ryan Jackson is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cooper Financial Investments, Cornerstone Enhanced Planning, and other financial firms. Outside of his advisory roles, Jackson is involved in an accounting and insurance agency business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that emphasizes client approval on transactions and employs multiple analytical approaches for portfolio management.

Jesse Abshire is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at RFP Midtown LLC and involvement in entrepreneurial activities such as Rising For People Coffee Company and Abshire Family LLC. 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 non-discretionary model with third-party money managers and investment advisor representatives, overseeing approximately $1.39 billion in total platform assets.

Laurence Bowers is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2012. In addition to his advisory role, Bowers owns and operates Legacy Financial Resources, LLC, a financial services business, and Legacy Tax Services, LLC, which provides tax preparation. Gradient Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and various analytical tools in portfolio management.

Connor Woodlief is a financial advisor with Gradient Advisors, LLC in Greenville, NC. He holds a Series 65 designation and has one year of industry experience. Prior to entering the financial sector, he worked at Chick-Fil-A for six years. 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 third-party money managers and Investment Advisor Representatives, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

David Topor is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and bringing 16 years of industry experience. He has worked with Gradient Advisors since 2013 and is also president and sales agent at IntelliShield, where he has been involved in life, health, and annuity sales since 2010. Outside of his advisory roles, he serves as an educational speaker and advisor for the Society of Financial Awareness and works as an estate planning advisor collaborating with legal professionals. 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 in a largely non-discretionary model, employing various analytical methods to align portfolios with client objectives and risk tolerance.

Albert Naticchioni Jr. is a financial advisor at Gradient Advisors, LLC with 26 years of industry experience. He has held roles at multiple firms including Metro North Financial Services and Oliver Financial Group. He serves on the finance oversight committee of ARC of Colorado. Gradient Advisors 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, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Rhonda Fisher is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked for Secure Financial Solutions, Inc. for 16 years, where she was owner and an Investment Advisor Representative. 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, managing approximately $289 million in regulatory assets and administering about $1.10 billion in client assets.

Seth Whitehouse is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. His background includes service in the Utah Army National Guard from 2017 to 2023 and time as a self-employed professional. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base, working primarily through a network of Investment Advisor Representatives and third-party money managers within a largely non-discretionary operating model.

Renee Chamberlain is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of experience in the industry. Her prior work experience includes roles at American Benefits Advisor, Heartland Hospice, US Bank, and Asher Enterprises. 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 fundamental, technical, and cyclical analysis for portfolio management.

Gerald Ginwright is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2017 and has been self-employed since 1987. Ginwright is the founder of 2 KnowMoney, a nonprofit that offers financial literacy workshops and presentations, and he serves on the boards of CEOTA and the Elder Foundation, supporting community art programs and homebound seniors. 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 with a focus on client approval and risk analysis tools.

Bryan Heath is a financial advisor with Gradient Advisors, LLC, holding a Series 66 credential and six years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Pacific Capital Resource Group, Royal Alliance, and Hornor, Townsend & Kent, among others. Outside of his advisory role, Heath has maintained a long-standing career in freelance TV sports production, specializing in computer graphics and on-air animation since 1997. 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 employing various analysis methods to support client portfolios.

Robert Wheeler is a ChFC® with 16 years of industry experience, currently serving at Gradient Advisors, LLC since 2026. He has held roles at Wheeler Consulting and Wheeler & Ozment, Inc., and has been involved with the Foundation for Family Hope United Rescue Youth and Financial LI since 2011. His career also includes leadership at The Robert G. Wheeler Capital Management Company, Inc. and The Robert G. Wheeler Agency. 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 network of Investment Advisor Representatives working with third-party money managers, offering a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Michael Chrustawka is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Ruggiero Wealth Management, LLC and operating as a sole proprietor. Outside of financial advising, he is involved in horse breeding, training, and sales through a personal business in Gainesville, TX. 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 and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Gail Adler is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has operated Adler Insurance Agency LLC since 2006. In addition to her advisory role, she manages a farm ground cash rent 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 through a network of Investment Advisor Representatives and third-party money managers. The firm employs a largely non-discretionary model and uses various analytical tools to align portfolios with client objectives and risk tolerance.

Stephen Ting is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Verity Financial and Insurance Services, LifePro Asset Management, and other firms. Outside of Gradient Advisors, he owns and operates Verity Wealth Group and Seel Capital Inc, engaging in financial planning, income planning, and accounting activities. 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 with fundamental, technical, and cyclical portfolio analysis.

Brian Godfrey is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sequent Planning, LLC and Barwick CPA. He is also involved with Rooted Financial Services, LLC, offering insurance products and services. 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 approach with documented client objectives and risk tolerance.