Gradient Advisors, LLC

Timothy Neer is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Pruco Securities, Prudential Insurance Company of America, and Principal Life Insurance Company. He also operates Neerly There Wealth Management, providing financial planning and advisory services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

William Warner is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Gradient Advisors since 2021 and has been with Main Street Financial Group since 2001, where he is involved in retirement and financial planning as well as life insurance and annuity sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering portfolio services on a non-discretionary basis.

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 has been an independent insurance agent since 2012. Outside of finance, he coaches cyclists and runners through Podium Finish Training and operates a cycling-related website, Alabama Cycling News. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a network of 169 advisors across 154 offices and uses a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Jeffrey Knoedl is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Gradient Advisors since 2020 and concurrently operates Knoedl Retirement Advisors, which he has been affiliated with since 2010. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a range of analytical tools and strategies to tailor portfolio services, primarily delivered on a non-discretionary basis.

Joseph Lux II is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Gradient Advisors, LLC and has held roles at The Joe Lux Financial Team, LLC, Blackridge Asset Management, and several other firms. Lux also leads financial literacy programs through his ownership of The Joe Lux Financial Team, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Garry Snow is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at Gradient Advisors since 2016 and at Integrity Advisory Group, Inc. since 2012. Outside of his advisory roles, he has served as a traveling minister since 1987 and is involved with the Randolph County Chamber of Commerce. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and manages a platform with nearly $991 million in assets, delivering portfolio services primarily on a non-discretionary basis and utilizing a combination of fundamental, technical, and cyclical analysis.

Shawn Lappi is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Tri-Sure Financial since 2009 and Maintenance Plus, a landscaping business, since 2012. Outside of finance, he is also a performer with the entertainment group The Six9's. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a non-discretionary approach, combining various analytical methods and financial planning on fixed-fee or hourly terms.

Thomas Castrovinci is a financial advisor at Gradient Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MassMutual Life Insurance Company, Woodbury Financial Services, Park Avenue Securities, Strategies For Wealth, and Guardian Life Insurance. Outside of his advisory role, he serves as treasurer for the Knights of Columbus chapter in Mahopac, NY, and is a notary public. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, institutions, and various entities. The firm supports a network of 169 advisors across 154 offices, delivering tailored portfolio services primarily on a non-discretionary basis and utilizing a combination of fundamental, technical, and cyclical analysis.

Samantha Calhoun is a financial advisor at Gradient Advisors, LLC with Series 65 credentials and one year of experience in the industry. Her work history includes roles at Legacy Financial Planning and Insurance Services, First Signature Mortgage, and entrepreneurial experience with Sculpting Strength LLC, a business she has been involved with since 2017. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a mix of fundamental, technical, and cyclical analysis to tailor investment strategies.

Thomas Harper is a Series 65-credentialed advisor with Gradient Advisors, LLC, where he has worked since 2018 and has 13 years of industry experience. He is also involved with Heritage Financial Wealth Management, Senior Insurance & Retirement Benefits Group, Fidelity Atlantic, and Black Card Consulting, a data management and consulting business he owns. Additionally, he volunteers with the Senior Benefits Foundation, conducting Social Security and Medicare workshops. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a range of analytical tools and third-party money managers to tailor client portfolios, typically on a non-discretionary basis.

Mark Nagy is a financial advisor with Gradient Advisors, LLC, holding a Series 63 designation and 30 years of industry experience. Prior to joining Gradient Advisors in 2023, he worked at Grand Lake Insurance & Investments, LLC and The Tavenner Co. He is also the owner and an agent at Grand Lake Insurance & Investments, where he provides financial planning and Medicare services. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals and various institutional clients. The firm supports a large network of advisors and utilizes a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Dustin Poteat is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and one year of industry experience. He has a background in manufacturing operations and analytics consulting at Crane Resistoflex and is also involved with Premier Insurance Services, Inc. outside of his advisory role. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Carol Ransom Sutterfield is a financial advisor with Gradient Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Gradient Advisors since 2017 and concurrently maintains roles with Northern Star Financial Group, LLC, Northern Star Advisory Group, Inc., and Carol Y. Ransom, Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis alongside client profile tools to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Craig Taylor is a CFP® with five years of industry experience, currently serving as an advisor at Gradient Advisors, LLC. His prior roles include positions at Cardinal Financial, Caliber/New Rez, and Guaranteed Rate, along with nearly two decades as a self-employed insurance agent. Taylor also owns and operates Pathway Wealth Strategies LLC, providing financial planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a large network of advisors and employs a non-discretionary approach, using various analytical methods and financial planning on fixed-fee or hourly terms.

Michael Jechorek is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He has been with Gradient Advisors since 2014 and is also involved with RIA Registrar as a recruiter since 2023. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a large network of advisors and employs a mix of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering ongoing portfolio services on a non-discretionary basis.