Danielle Gray is a financial advisor at Gradient Securities, LLC with one year of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at O'Neill Asset Management and Primerica. In addition to her advisory role, she teaches a financial literacy class through Gull Lake Virtual Partnership. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and often incorporates third-party managers in its approach.

Michael Potter is a Series 65-licensed advisor with Gradient Securities, LLC and has three years of industry experience. He has worked at Gradient Securities since 2023 and concurrently serves as Director of Client Relations at O'Neill Asset Management, LLC. His prior experience includes roles at VanderPloeg Bergakker & Associates and BDO. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals, pension plans, trusts, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining detailed disclosure of its revenue-sharing and incentive arrangements.

John Spears is a financial advisor at Gradient Securities, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise and Pruco Securities LLC. Prior to his financial services career, he was involved with Beach Boys, LLC for four years. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a focus on non-discretionary advice and extensive use of third-party managers.