Meet the Team

Roland “RJ” Castro

CEO & Financial Advisor

Gelissa Bernal

Strategic Alliances

Michael Binger,
CFA®

President of Gradient Investments, LLC

Keith Gangl,
CFA®

Senior Portfolio Manager of Gradient Investments, LLC

Tyler Ellegard,
CFA®

Portfolio Manager of Gradient Investments, LLC

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. Endorsing investment advisor is also a client of Gradient Investments, LLC.

Integrity leads. Results follow.

Reach out today to take the first step toward results that truly matter.