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Gradient Investments is an independent, privately-owned, fee-based, SEC registered investment advisor that provides professional money management services. They serve individuals, employer-sponsored pension plans, foundations, endowments, and corporations primarily through exchange-traded funds (ETFs), options, and separately managed accounts.

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Binger

MICHAEL BINGER, CFA®


PRESIDENT
 GRADIENT INVESTMENTS, LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.



Keith

KEITH GANGL, CFA®

SENIOR PORTFOLIO MANAGER GRADIENT INVESTMENTS, LLC

Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, managed a Lipper Award-winning mutual fund, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.



Kyle

KYLE BERGACKER, CFA®

PORTFOLIO MANAGER GRADIENT INVESTMENTS, LLC

Kyle joined Gradient Investments in 2025 and has more than 15 years of financial services experience. Prior roles include portfolio manager with a couple of large international institutional asset management firms, also was an advisor with a retail wealth advisory firm. Kyle has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charter holder and has appeared on the Schwab network.
*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.




Case Central Team




A team of four financial planners, that boast extensive knowledge regarding investments, retirement income planning and legacy planning.



David Rhoten – CFP® (Case Manager): Investment, Advisory and Insurance licensed. 23 years of industry experience. University of Pittsburgh (Pittsburgh, PA)

Erik Pace – (Sr Case Design Specialist): Investment, Advisory and Insurance licensed. 16 years of industry experience. Southern Utah University (Cedar City, UT)

Alek VanValkenberg – (Sr Case Design Specialist): Advisory and Insurance licensed. 3 years of industry experience. Gustavus Adolphus College (St. Peter, MN)

Trevor Neufeld – (Case Design Specialist): 2 years of industry experience. University of Northwestern (St. Paul, MN)