Gradient Advisors, LLC

Kyle Satterlee is a financial advisor at Gradient Advisors, LLC with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Gradient Advisors in 2026, he worked at IAMS Wealth Management and has been a managing member of Compass Financial Group, LLC since 2008, where he also oversees insurance product sales and retirement plan marketing for professionals and small businesses. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, and various organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, delivering a largely non-discretionary investment approach supported by detailed risk analysis and multiple analytic techniques.

Timothy Neer is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pruco Securities and Prudential Insurance Company. Outside of Gradient Advisors, he is involved with Neerly There Wealth Management, providing financial planning and advisory services. Gradient Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers investment management and consulting primarily through a network of Investment Advisor Representatives and third-party money managers, operating largely on a non-discretionary basis with a focus on client risk tolerance and using a variety of analytical methods in portfolio management.

Gregory Breheim is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Wells Fargo and High Ticket Trainer LLC. Outside of his advisory role, he was involved with the St Croix Swim Club for three years. 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 a platform with approximately $1.39 billion in assets under administration.

William Warner is an investment advisor with Gradient Advisors, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including a long tenure at Main Street Financial Group where he provides retirement and financial planning as well as life insurance and annuity services. Warner has been with Gradient Advisors since 2021. Gradient Advisors, LLC offers 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, emphasizing a non-discretionary approach tailored to client objectives and risk tolerance.

Travis Sherman is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2017. Prior to that, he was with Horizons Financial Group and Principal Financial Services. Outside of his advisory work, Sherman coaches cyclists and runners through Podium Finish Training and is involved with a cycling-related website. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm operates primarily through third-party money managers and emphasizes a largely non-discretionary approach to portfolio management.

Jeffrey Knoedl is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2020. His prior experience includes roles at AE Wealth Management, Knoedl Retirement Advisors, and Integrity Alliance, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach supported by fundamental, technical, and cyclical analysis.

Joseph Lux II is a financial advisor with Gradient Advisors, LLC, holding a CFP® designation and Series 63 and 65 licenses, with 16 years of industry experience. Prior to joining Gradient Advisors in 2024, he worked at Blackridge Asset Management and has operated The Joe Lux Financial Team, LLC since 2021, which provides financial literacy programs to corporate clients. Outside of financial advisory, Lux has experience in financial education and corporate financial literacy initiatives. Gradient Advisors, LLC offers 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 a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with client approval required for transactions.

Benjamin Harrison is affiliated with Gradient Advisors, LLC and holds the Series 65 designation. He has 25 years of experience through his work at Harrison Financial Services, Inc. and has been with Gradient Advisors since 2026. 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 operates primarily through a network of Investment Advisor Representatives and third‑party money managers, offering a largely non‑discretionary model with a focus on documented client objectives and risk tolerance.

Garry Snow is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and with 11 years of industry experience. He has worked at Gradient Advisors since 2016 and is also associated with Integrity Advisory Group, Inc. Outside of finance, he has served as a traveling minister since 1987 and participates in the Randolph County Chamber of Commerce. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, 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 mostly non-discretionary model that involves client approval of transactions and uses tools like the Color of Money Risk Analysis in portfolio management.

Shawn Lappi is a financial advisor at Gradient Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has served as an owner and investment advisor representative at Tri-Sure Financial since 2009. Outside of his advisory role, he owns a landscaping business and performs with a music entertainment group. 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 operates primarily through third-party money managers and investment advisor representatives, using a largely non-discretionary model that focuses on client approval for transactions and incorporates fundamental, technical, and cyclical analysis in portfolio management.

Thomas Castrovinci is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Woodbury Financial Services, Park Avenue Securities, Strategies For Wealth, and Guardian Life Insurance. Outside of financial advising, he serves as Treasurer and member of the Knights of Columbus chapter in Mahopac, NY, where he handles accounting functions. 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 third-party money managers and investment advisor representatives, using a largely non-discretionary model and multiple analytical approaches while maintaining approximately $1.39 billion in total platform assets.

Samantha Calhoun is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Legacy Financial Planning and Insurance Services and First Signature Mortgage, as well as nine years operating Sculpting Strength LLC, a fitness-related business. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base, working primarily through third-party money managers and Investment Advisor Representatives with a largely non-discretionary operating model.

Thomas Harper is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience and a Series 65 designation. He has worked at Gradient Advisors since 2018 and also owns Black Card Consulting, a consulting and data management business. Harper volunteers with the Senior Benefits Foundation, conducting Social Security and Medicare workshops, and owns a separate business preparing federal tax returns. 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 in its portfolio work.

Mark Nagy is a financial advisor at Gradient Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at The Tavenner Co. and Grand Lake Insurance & Investments, where he continues to maintain ownership and active involvement in investment advisory and insurance 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, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio management.

Dustin Poteat is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and a background that includes roles at Crane Resistoflex and Premier Insurance Services, Inc. Outside of his advisory work, he serves as a consultant in operations and analytics for a manufacturing firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model and multiple analytical approaches to support client portfolios.