Gradient Wealth Management

Craig Dickson is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked at Gradient Securities since 2012 and has been involved with several other financial and real estate ventures, including ownership roles in Investment Executives, Inc., Gonyea Enterprises, and Dickson Enterprises. Additionally, he is a licensed real estate agent with Better Homes & Gardens - The Masiello Group. Gradient Securities, LLC operates as a multi-team firm providing financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis with third-party manager relationships.

George Yankoupe II is a financial advisor at Gradient Securities, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gradient Securities since 2014. He also serves as a senior case design specialist at Case Central, LLC, a financial planning firm, and owns Fletcher House Financial, which focuses on fixed insurance sales. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management services to a range of clients including individuals, pension and profit-sharing plans, and corporations. The firm integrates advisory and broker-dealer services and routinely uses third-party managers while maintaining a non-discretionary approach to asset management.

Brandon Ulmer is a Certified Financial Planner® with 10 years of industry experience. He is currently with Gradient Securities, LLC and has previously worked at FPS Financial, Inc., Commonwealth Financial Network, and Cetera Advisor Networks LLC. Outside of his advisory role, he is a Minnesota public notary. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, and non-discretionary asset management services to individuals and various institutional clients. The firm emphasizes third-party manager referrals and limited-scope ERISA plan services while maintaining a mix of advisory and broker-dealer activities.

Lindsay Cameron is a CFP® with 17 years of industry experience, currently serving at Gradient Securities, LLC since 2015. She also has a longstanding association with Hackenberg Financial dating back to 2007. Outside of her advisory roles, Cameron is an adjunct professor at Walsh University Business School, where she teaches advanced portfolio management, and she operates a life coaching business. Gradient Securities, LLC, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently utilizes third-party managers while maintaining a primarily non-discretionary investment approach.

Todd Knutsen is a financial advisor with Gradient Securities, LLC, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with Gradient Securities since 2013 and also operates Knutsen Financial Group, PLLC, which provides accounting services. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines advisory and broker-dealer functions, frequently utilizes third-party managers, and manages a substantial amount of assets on a non-discretionary basis.

Richard Minh Tran is a financial advisor at Gradient Securities, LLC with Series 65 credentials. He has one year of experience in the financial industry and a background that includes roles at Tecomet, Inc., Eaton Aerospace, General Motors, and the Facility for Rare Isotope Beams. Gradient Securities, doing business as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on a non-discretionary model, combining fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Sean Perez is a financial advisor with Gradient Securities, LLC, holding a Series 66 license and 20 years of industry experience. He has been with Gradient Securities since 2016. In addition to his advisory role, he is also licensed as an insurance agent and sells fixed insurance products. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Roger Tennyson is a CFP® professional with 20 years of experience in financial advisory services. He is associated with Gradient Securities, LLC and has operated several DBAs including Tennyson Wealth Management and Tennyson Insurance Solutions since 2018. In addition to his advisory roles, he is a managing member of Martin Financial Services, LLC, an accounting entity. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, third‑party manager referrals, non‑discretionary asset management, and ERISA plan services to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker‑dealer, offering a mix of advisory and commissionable securities and insurance products.

Wendall Corley is a financial advisor with Gradient Securities, LLC in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Gradient Securities since 2016. Outside of his advisory role, Corley is also licensed as an insurance agent, engaging in insurance sales on a limited basis. Gradient Securities, LLC (doing business as Gradient Wealth Management) offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers while providing ongoing monitoring and client review.

Robert Dahl is a financial advisor at Gradient Securities, LLC with six years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Investment Services Inc and Prime Financial Strategies, LLC. Outside of his advisory role, he operates an Amazon store under Ultra Homes, LLC. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer capabilities and frequently employs third-party managers in its investment approach.

Jamie Wing is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and offering 32 years of industry experience. He has held roles at Synergy Life Annuity, LLC since 2023 and has been affiliated with Synergy Financial Group, LLC and JW Wealth Management Group, LLC since 2009 and 2007, respectively. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable business model involving third-party manager referrals and a mix of advisory and commissionable securities services.

Morgan Smick is a financial advisor at Gradient Securities, LLC with two years of industry experience. He holds the Series 66 designation and has prior work history at Bremer Bank and Bethel University. Outside of finance, he has experience working at Fareway Meat & Grocery and Fairmont Area Schools. Gradient Securities, LLC, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a business model notable for its use of third-party managers and multiple affiliated entities.

Alexandra Richey is a financial advisor at Gradient Securities, LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Citizens & Northern Bank. Outside of her advisory role, she serves as a volleyball bookkeeper for the Troy Area School District and works part-time at Dunkin Donuts. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis, often utilizing third-party managers and ongoing client reviews.

Tyler Tury is a financial advisor at Gradient Securities, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities since 2012, with prior experience at Common Cents Wealth Advisors and Common Cents Tax and Financial Services. Outside of advising, he serves as a church deacon and is involved in tax preparation through Allegiant Tax Services. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, retirement plans, trusts, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis while often utilizing third-party managers.

Timothy Rosga is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Sagepoint Financial, Inc., City National Bank, and RBC Capital Markets, LLC. Outside of his advisory role, he is an insurance agent providing financial consulting and various life insurance products through a separate business. Gradient Securities, LLC operates as a multi-team firm offering financial planning, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, including high-net-worth clients, as well as business entities and trusts. The firm emphasizes a non-discretionary investment approach with third-party manager oversight and maintains multiple affiliated businesses, disclosing revenue-sharing arrangements in client communications.