Paladin Capital

Nikki Foley is a financial advisor at Paladin Capital with Series 63 and Series 65 licenses and two years of industry experience. She has held roles at Paladin Capital, Gradient Financial Group, and affiliated entities since 2017. Foley serves on the board of the Gradient Gives Back Foundation and is president of the Gentry Academy board, reflecting involvement in nonprofit and educational organizations. Paladin Capital is a fee-based financial planning and investment management firm serving individuals, retirement plans, trusts, and estates. The firm employs discretionary, model-based investment strategies and routinely utilizes third-party managers and platform solutions while maintaining client communication and portfolio oversight.

Jack Ekholm is a financial advisor with Paladin Financial, holding a Series 66 designation and one year of industry experience. He has worked across multiple Paladin-affiliated entities, including Paladin Capital, Paladin Wealth, and Paladin Legal Services. Outside of his advisory roles, he performs administrative services for estate planning through Paladin Legal Services. Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and ERISA 3(21) fiduciary services. The firm employs a multi-faceted investment approach tailored to clients’ objectives and risk tolerance, integrating third-party managers and model portfolios, and maintains affiliations with broker-dealers and related service providers.

Matthew Bryant is a financial advisor with Paladin Financial in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Gradient Investments and several Paladin-affiliated entities, including Paladin Legal Services, where he provides administrative support for estate planning. He is also involved in insurance sales through Paladin Insurance, dedicating a portion of his time to that business. Paladin Wealth, LLC serves individual clients and retirement plans with discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) fiduciary services. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment strategies and integrates third-party managers and model portfolios to meet client objectives.

Jeffrey Foley is a CFP® professional with 23 years of industry experience, currently serving at Paladin Financial in Arden Hills, MN. His prior roles include positions at Gradient Securities, LLC and Gradient Investments, LLC. He is also involved in providing administrative services for estate planning through Paladin Legal Services, LLC. Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by offering discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) fiduciary services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct investment programs tailored to clients’ objectives and risk tolerance, integrating outside managers and model portfolios within a network of affiliated advisory and non-advisory entities.