Gradient Investment, LLC

MICHAEL BINGER, CFA®
President of 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 GANGL, CFA®
Senior Portfolio Manager of 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, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.

Tyler Ellegard, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
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.
EPSTEIN & EPSTEIN LAW OFFICE

EPSTEIN & EPSTEIN LAW OFFICE
ESTATE PLANNING ATTORNEYS
Epstein & Epstein Law Office practices in the fields of Estate Planning, Probate, Corporate and Real Estate Law. Cynthia E. Epstein received her law degree from University of Nebraska at Lincoln and an LLM in Taxation from Boston University. She has been in private practice for over 30 years. She has achieved an AV-preeminent peer rating from Martindale Hubbell. She is a member of the Omaha, Nebraska, and American Bar Associations and Cynthia is a member of the Omaha Estate Planning Counsel. Epstein & Epstein will provide counsel that will help you plan your Estate, prepare for associated tax implications and protect your loved ones.
