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Jeffrey R

ChFC®, Series 63

Lady Lake, FL

Gradient Advisors, Llc

Jeffrey Renaker is a financial advisor at Gradient Advisors, LLC with ChFC® and Series 63 designations. He has been in the industry since 2016, previously working at American Senior Benefits and ASB Financial. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm operates a network of 169 advisors across 154 offices and employs a blend of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Retirement income strategy General tax planning
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Brian G

Series 66, Series 65

The Villages, FL

Gradient Advisors, Llc

Brian Godfrey is an investment advisor representative at Gradient Advisors, LLC with eight years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Sequent Planning, LLC and Cambridge Investment Research. Godfrey is also involved with Rooted Financial, LLC, where he offers insurance products and services to clients. 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, focusing on a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Retirement income strategy General tax planning
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