Gradient Investments, LLC

William Roach is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 licenses and totaling nine years of industry experience. He has worked at Gradient Advisors, LLC, and Whichard Roach & Associates, where he has also served as president since 2013. Outside of his advisory roles, Roach serves on the board of directors for the Greensboro chapter of No/Kiwanis, a community service organization focused on supporting children. Gradient Investments, LLC provides discretionary investment management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Tyler Ellegard is a CFA® charterholder with nine years of industry experience, currently serving at Gradient Investments, LLC. He has been with Gradient and its affiliated entities since 2018, following prior roles at U.S. Bancorp Investments, Inc. He is also president of Gradient Advisors LLC, dedicating the majority of his time to this business. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Dominic Boggio is a financial advisor at Gradient Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, RBC Capital Markets, and Thrivent Investment Management. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various entities. The firm uses a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios managed on a discretionary basis.

Justin Hamilton is a financial advisor at Gradient Investments, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including RBC Capital Markets and Wealth Enhancement Group. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and various other entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios managed on a discretionary basis with an emphasis on managed portfolios that include ETFs, mutual funds, individual equities, and other investment vehicles.

Felipe Baeza Correa is a financial advisor at Gradient Investments, LLC in Indianapolis, IN, holding a Series 65 designation with two years of industry experience. He has worked with several firms including Civitas Financial LLC, Integrity Alliance, LLC, and Caris Financial Holdings, where he also serves as a finance manager focusing on financial forecasting and analytics. Additionally, he owns Baeza Financial Solutions, LLC, providing personal accounting consulting services. Gradient Investments, LLC offers discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary investment framework and manages a wide range of portfolios, emphasizing a referral-driven distribution model and fee-only management.

Carter Mc Graw is a Series 65 licensed advisor at Gradient Investments, LLC with one year of industry experience. Prior to joining Gradient Investments, he held roles at Case Central, LLC and Gartner Companies. Gradient Investments provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios, managing assets primarily on a discretionary basis.

Thomas Klein is a CFA® charterholder and holds a Series 66 registration, with four years of industry experience. He currently works at Gradient Investments, LLC and previously was associated with Ameriprise Financial Services, LLC, Panoramic Wealth Advisors, and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Charles Foss is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Gradient Investments since 2015 and also leads The Foss Agency Inc., where he serves as president and insurance agent. His outside business activities include managing insurance services through The Foss Agency. Gradient Investments, LLC provides discretionary investment management to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers various model and custom portfolios managed primarily on a discretionary basis.

Thomas Braun is a financial advisor with Gradient Investments, LLC, based in Matthews, NC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He has worked at Gradient Investments since 2018 and is also the owner of GoldenGuard Financial, which provides insurance services and products. Prior to Gradient, he was associated with Goldenguard Wealth Management, GoldenGuard Financial, Thrivent Investment Management, and Worth Financial Group. Gradient Investments, LLC offers discretionary investment management to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a proprietary Wright Investment Strategies framework and manages portfolios using a variety of vehicles such as no-load mutual funds, ETFs, and individual equities, typically on a discretionary basis.

Paige Fraasch is a financial advisor at Gradient Investments, LLC with eight years of industry experience. She holds a Series 65 designation and has been associated with Norseman Financial, Inc. and Norseman Advisory Group, Inc. since 2014, working approximately half of her time as an insurance agent involved in insurance services and product sales. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and a variety of other entities. The firm employs a proprietary Wright Investment Strategies framework and offers a range of model and custom portfolios, managing assets on a fee-only basis without acting as a custodian.

Nicole Alexander is a financial advisor at Gradient Investments, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with Gradient Investments since 2009. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis using mutual funds, ETFs, individual equities, and other investment vehicles.

Lamaar Steadman is a financial advisor at Gradient Investments, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Civitas Financial LLC and Gradient Advisors LLC prior to his current roles. Steadman is also involved in insurance sales and investment advisory through American Insurance Marketing Solutions. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, and other entities using a proprietary investment framework. The firm offers a variety of portfolios, including strategic, tactical, private wealth, and tax-aware strategies, managing assets on a fee-only basis without serving as custodian.

Abbey Recser is a financial advisor at Gradient Investments, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at Veradigm, Rothman Health Solutions, and U.S. Physical Therapy/Horizon Sports Medicine & Rehabilitation. Gradient Investments, LLC provides discretionary investment management to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary Wright Investment Strategies framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Andrew Fischer is a financial advisor at Gradient Investments, LLC with 24 years of industry experience. He has held roles at Gradient Investments since 2016 and previously worked at U.S. Bancorp Investments and U.S. Bank. Gradient Investments, LLC provides discretionary investment management to individuals, institutions, and various entities using a proprietary Wright Investment Strategies framework. The firm offers a range of model and custom portfolios, focusing on fee-only managed portfolios that include mutual funds, ETFs, equities, and ERISA 3(38) plan services.

Sean Stevenson is a financial advisor at Gradient Investments, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, TD Ameritrade, and Gallacher Capital Management, LLC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses a proprietary investment framework and offers a range of model and custom portfolios managed on a discretionary basis.