Dustin Lee Poteat | President

With a strong foundation in manufacturing operations and senior leadership, Dustin brings a unique, results-driven perspective to financial planning and investment management.

Before transitioning into the financial services industry, he spent over 18 years leading teams, managing budgets, and driving strategic growth in the manufacturing sector. This hands-on business experience gives him a practical understanding of the financial complexities faced by individuals, business owners, and families alike.

Today, as a registered Investment Advisor Representative, Dustin applies that same analytical based manufacturing mindset and leadership approach to help clients build and preserve wealth. He takes pride in offering fiduciary advice rooted in transparency, trust, and a deep respect for each client’s financial goals. Dustin’s areas of focus include retirement planning, asset allocation, and strategic guidance.

Our Strategic Partners

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, 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 Bergacker, CFA®

Portfolio Manager of 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.

To elevate your investment management and financial planning experience, we’ve partnered with Gradient Investments, LLC — a privately owned, SEC-registered investment advisor. Gradient Investments supports financial advisors nationwide, delivering professional money management services, investment research and strategy, and portfolio support based on your unique objectives. Through this partnership, we’re able to offer you innovative strategies and personalized retirement planning services. Please be advised that Gradient Investments, LLC, and Poteat Investment Services operate independently. 

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.