Gainline Financial Partners, LLC

Casey Wesson is a financial advisor at Gainline Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, Casey supports operations management for SAASTR’s annual conference, assisting with event and temporary staff management. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, trusts, retirement plans, and institutional clients. The firm combines fundamental, technical, and tactical asset allocation strategies and manages the majority of client assets through its own wrap fee program.

Sonya Gillis is a financial advisor at Gainline Financial Partners, LLC with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Wells Fargo Advisors Financial Network and BCG Securities, Inc. Outside of her advisory work, she serves as a foster coordinator for Lifeline Puppy Rescue in Brighton, Colorado. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and third-party manager selection to individuals, trusts, retirement plans, and institutional clients. The firm uses a blend of fundamental, technical, and tactical asset allocation strategies and manages the majority of client assets through its own wrap fee program.

Summer Vaughan is a financial advisor at Gainline Financial Partners, LLC with seven years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Gainline Financial Partners, Vaughan worked at Fidelity Investments, First Command Financial Planning, Edward Jones, and American Honda Finance Corporation. Gainline Financial Partners offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of fundamental, technical, and tactical asset-allocation strategies and manages the majority of client assets through its own wrap fee program.

Paul Rohr is a financial advisor at Gainline Financial Partners, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network and Morgan Stanley. Outside of his advisory role, he serves as a co-trustee for his father's trust and is a minority owner of an investment-related property partnership. Gainline Financial Partners offers discretionary and non-discretionary investment management, financial planning, and ERISA plan advisory services to individuals, trusts, retirement plans, and institutional clients. The firm combines fundamental, technical, and tactical asset-allocation strategies and manages most client assets through its proprietary wrap fee program.

Charles Barkmeier is a CFP®-certified financial advisor with six years of industry experience. He currently works at Gainline Financial Partners, LLC and has previously been employed by PKS Investments, Wells Fargo Advisors Financial Network, and KeyCorp. Barkmeier is also president of QuickTap Holdings Inc., a holding company. Gainline Financial Partners provides investment management, financial planning, ERISA plan advisory, and consulting services to individuals, trusts, retirement plans, and institutional clients. The firm employs a blend of fundamental, technical, and tactical asset allocation strategies, managing approximately $273.1 million in client assets across discretionary and non-discretionary accounts.

Nadia Crainich is a financial advisor at Gainline Financial Partners, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC. Gainline Financial Partners provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of fundamental, technical, and tactical asset-allocation strategies, managing approximately $273.1 million in client assets across about 870 accounts.