GRADIENT Wealth Management

Craig Dickson is a financial advisor at Gradient Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Securities since 2012. His prior experience includes roles at Bill Reduction, LLC and MYNETKING, as well as ownership interests in Dickson Enterprises and Gonyea Enterprises. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals, business entities, and retirement plans. The firm combines SEC-registered advisory services with broker-dealer activities and frequently utilizes third-party managers in its client solutions.

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.

Sean Perez 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 2016, following nine years at Allstate Insurance Company. In addition to his advisory role, he is licensed to sell fixed insurance products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, non-discretionary asset management, and ERISA plan services to individuals and various institutional clients. The firm combines SEC-registered advisory services with broker-dealer activities and emphasizes non-discretionary advice supported by a network of 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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Gradient Securities since 2016 and previously at Equinox Securities, Inc. from 2013 to 2016. Corley also maintains a part-time insurance agent role. Gradient Securities, operating as Gradient Wealth Management, offers financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals, businesses, and trusts. The firm combines advisory and broker-dealer functions, utilizing third-party managers and a non-discretionary investment approach.

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.

John Kohles is a financial advisor at Gradient Securities, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Wealth Management, American Senior Benefits, Lone Wolf Technology, and Allstate Insurance Co. Outside of his advisory role, Kohles serves as president and coach of a nonprofit baseball team called Lincoln Regulators. Gradient Securities, LLC, operating 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 plans, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable mix of non-discretionary management, third-party manager referrals, and commissionable securities and insurance products.

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 three years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Citizens & Northern Bank. Outside of advising, she serves as a volleyball bookkeeper for the Troy Area School District. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, trusts, and corporations. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, with a notable focus on third-party manager referrals and non-discretionary advice.

Tyler Tury is a financial advisor at Gradient Securities, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Gradient Securities since 2012. His prior experience includes roles at Common Cents Wealth Advisors, LLC and Common Cents Tax and Financial Services. Outside of advising, he serves as a church deacon and is involved in tax preparation through a related business. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a diverse client base including individuals, plans, trusts, and corporations. The firm combines advisory and broker-dealer services with a focus on third-party manager referrals and non-discretionary investment advice.

Timothy Rosga is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc., City National Bank, and RBC Capital Markets. Outside of his advisory work, he operates as an insurance agent providing financial consulting and various insurance product sales through Nohner Rosga Financial. Gradient Securities, LLC, operating as Gradient Wealth Management, offers financial planning, consulting, and non-discretionary asset management to individuals and institutional clients. The firm integrates third-party manager referrals and ERISA plan services with a business model that includes both advisory and broker-dealer activities.