Gianna Vennari is a Series 65-licensed financial advisor with Gradient Advisors, LLC, and has three years of industry experience. She has worked at Gradient Advisors since 2023 and also serves as President and Investment Advisor Representative at Five Star Life & Wealth LLC, a position she has held since 2018. Outside of her advisory roles, she is involved in property management through ownership of a college rental house. 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 fundamental, technical, and cyclical analysis.

David Hohl is a financial advisor with Gradient Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at firms such as Transamerica Financial Advisors and Park Ave Securities. Outside of his advisory work, he serves as a licensed notary in Tennessee and is a board member of the Devon Close Homeowners Association. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base that includes individuals, retirement plans, trusts, and businesses. The firm operates primarily through third-party money managers and investment advisor representatives, utilizing a largely non-discretionary model that incorporates tools like the Color of Money Risk Analysis in portfolio management.

Patrick Purcell 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 has been operating his own wealth management and retirement planning firm, Protos Wealth Management, since 2017. Additionally, he is involved in annuity and insurance sales as a sole proprietor and agent. 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 with a focus on client-approved transactions.

James Rutter III is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has been active in the industry since 2014 through his involvement with Rutter Champions, LLC, and has roles at Rutter Wealth Strategies, LLC and Gradient Advisors. 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 analytical tools to support client portfolios.

Terry Pigeon is a financial advisor at Gradient Advisors, LLC with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors, College Funding Solutions, and World Financial Group. He is also involved in insurance sales through his ownership of TAP Insurance and provides college admissions and funding advice via College Funding Solutions. Gradient Advisors, LLC offers 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 incorporates fundamental, technical, and cyclical portfolio analysis.

Michael Matter is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Lifeco Insurance, Prudential Insurance Company of America, Pruco Securities, Lincoln Financial Group, and JPMorgan Chase. He is also the owner of The Matter Financial Group, LLC, a financial planning and advisory firm. 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 emphasizes client approval of transactions and employs fundamental, technical, and cyclical analysis in portfolio management.

Peter Taurinskas is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior experience includes roles at Ten Point Wealth Management, Mutual Trust Asset Management, and operating as a sole proprietor. 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, employing a largely non-discretionary approach with a range of analysis tools to inform portfolio decisions.

Gregory Crupi is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Thrive Financial, AlphaStar Capital Management, Assurance Group, and Bankers Life. In addition to his advisory role, he is an owner and insurance agent at Thrive Financial, 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 through a network of Investment Advisor Representatives and third-party money managers, using a primarily non-discretionary model that includes fundamental, technical, and cyclical portfolio analysis.

Kevin Plain is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and one year of industry experience. His background includes roles at Integrity Alliance, Sheepdog Financial LLC, LPL, and UnitedHealthCare. Outside of his advisory work, he is a business owner of IYH Guns LLC and volunteers with Realove Church. 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, utilizing a largely non-discretionary model with documented client objectives and risk tolerance.

Jessica Bailey is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. She has been associated with Women Financial Power since 2014. Outside of her advisory role, Bailey is involved as an owner and investment advisor representative at Wynful Capital. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to 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 using various analytical tools to guide portfolio decisions.

Jeffrey Bird is a financial advisor at Gradient Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Financial Concepts, Inc. and Centaurus Financial, Inc. He is also president of Financial Concepts Retirement Planning, LLC and managing member of Jefro Enterprises, 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 supported by fundamental, technical, and cyclical portfolio analysis.

Ernest Miller is a financial advisor at Gradient Advisors, LLC with Series 66 registration and one year of industry experience. Prior to joining Gradient Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc, and he spent eight years with On Call Pavement Sweeping, Inc. He is also involved with Poppyseed Wealth Management LLC, providing advisory services outside of his primary role. 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 a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model with a documented approach to risk and portfolio analysis.

Mark Robinson is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Gradient Advisors, he worked at RIA Advisory Group, LLC and held roles at several insurance and financial services firms. He is also an owner of Insurance Brokers of MN, which offers various health and property insurance plans. 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 a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates multiple analysis techniques and risk assessment tools.

Michael Dailey is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Gradient Advisors since 2012. Outside of his advisory work, he owns The College Authority, Inc., through which he consults with parents on college funding and financial aid. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. 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.

Kevin Smith is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has prior experience with Foundations Investment Advisors LLC, SGL Financial, LLC, IPG Financial, and National Life Group. Outside of advisory work, he owns and manages rental properties. 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 using a non-discretionary model, combining fundamental, technical, and cyclical analysis while emphasizing client approval for transactions.

Christopher Barton is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JEHM Wealth & Retirement, Brookstone Capital Management, and MassMutual. In addition to his advisory role, he is engaged in individual life, health, and group 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 and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Michael Hughes is a Series 65 licensed financial advisor with Gradient Advisors, LLC in Arden Hills, MN, with one year of industry experience. Prior to joining Gradient Advisors, he held roles within related entities and has experience outside finance as a sports official. He is also a third-degree member of the Knights of Columbus Council #4374, 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. 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.

Michele Miranda is a Series 65-licensed financial advisor at Gradient Advisors, LLC with four years of industry experience. She is also the owner and president of Pre-Planning Solutions, Inc., which provides educational seminars and marketing materials focused on funeral, cremation, and estate planning. Additionally, she owns M&N Marketing Insurance Services, Inc., a general agency offering insurance and annuity solutions. 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 Investment Advisor Representatives and third-party money managers, emphasizing a non-discretionary model with detailed client risk analysis and portfolio strategies.

Jaime Ragins is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Gradient Advisors in 2025, he worked at Midwest Financial Network, LLC, and has been involved with First Serve Agency LLC since 2017. He is also the founder and director of Love QC Tennis, a community tennis program based in Davenport, Iowa. 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 and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Casey Mccarty is a financial advisor at Gradient Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Minnesota Life Insurance Co. Casey also serves as an accountant and CPA at T.A.B.C. Associates LLC, a role he has held since 2018. 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 investment approach aligned with client objectives and documented risk tolerance.