Michael Quarles is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2021. In addition to his role at Gradient, Quarles is the owner and independent insurance agent of Financial Longevity Advisory, 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, employing a largely non-discretionary approach that integrates client approval for transactions and uses various analytical tools to inform portfolio management.

Heather Herring is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked previously at One Oak Private Wealth and Asset Management, AE Wealth Management, LLC, and It's Your Money. Herring is also involved with Financial Longevity Advisory LLC, focusing on financial and retirement planning. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 investment advisor representatives and uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.