James Lyter
Financial Advisor
James Lyter joined Wellington Adams Investment Advisory in April of 2019. Jim is an experienced financial and insurance professional with over 30 years in the industry specializing in Medicare Planning.
Jim makes it his goal with every client to provide honest, straight-forward answers and solutions. Through customer education and workshops for Medicare planning, and one-on-one meetings, Jim approaches each individual client with solutions that are best suited for their personal situation.
Jim has been married to his wife Laura for 27 years, and they have a 20-year-old daughter Rachel who attends Mt. Saint Mary’s University. When not working, Jim plays in three men’s baseball leagues and enjoys spending time with his family and Wirehaired Pointing Griffons.
Attorney Jeffrey R. Bellomo
Certified Elder Law Attorney
Bellomo & Associates, LLC 3198 East Market Street York, PA 17403
Jeffrey R. Bellomo, Esquire is a Certified Elder Law Attorney by the National Elder Law Foundation under authorization of the Pennsylvania Supreme Court. He received an LLM in Taxation and Estate Planning Certificate from Temple University School of Law, and received a B.A. Degree with honors with an emphasis in Political Communication, from Juniata College. He received his Juris Doctor from Widener University School of Law, and clerked for the Honorable David L. Ashworth of the Lancaster Court of Common Pleas.
He is admitted to the Bars of the Supreme Court of the United States, the Supreme Court of Pennsylvania, and the U.S. District Court for the Middle District of Pennsylvania. He is a member of the Pennsylvania and York County Bar Associations.
Since 2010, he has been named a Rising Star for by Pennsylvania’s Super Lawyers, being selected based on peer nominations and professional achievements. This honor is received by only 2.5 percent of the total lawyers in Pennsylvania and includes top lawyers who are 40 years old or younger.
Jeffrey has been certified as a member of The Lawyers of Distinction, which is the fastest growing community of distinguished lawyers in the United States, limited to the top 10% of attorneys in the United States.
In addition, Jeffrey has taught attorneys across the country the legal-technical aspects of Estate Planning and Elder Law as well as how to run an Estate Planning and Elder Law Practice.
Jeffrey’s passions are his wife, Whitney, and their daughter DeAnna.
Dean T. Fink, CPA Fink & Company, P.C. located in York, PA.
Certified Public Accountant
Dean T. Fink, CPA is a Certified Public Accountant licensed by the Commonwealth of PA to practice public accounting over the last 28 years. Dean received his Bachelor of Science Degree in Accounting from Messiah College. He has provided services in public accounting including accounting services, tax and auditing.
Dean is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA). He has been awarded a Certificate of Educational Achievement (CEA) in Governmental Accounting and Auditing by the AICPA.
Fink and Company, PC, CPA’s has been in existence in providing public accounting services for over 60 years and founded by Dean’s grandfather Elmer R. Fink, CPA. Currently, the firm is owned and managed by Dean’s father, Marvin D. Fink, CPA, and himself as partners. The firm continues to provide services in accounting, tax, and auditing with special audit and review emphasis in governmental units and nonprofit organizations.
Dean lives in Spring Grove, PA and has two daughters and two grandsons. He is a member of the Spring Grove Area C&MA Church. He functions as treasurer in various organizations and serves on various nonprofit boards of directors. He is passionate about music and plays the French Horn with the Herald Brass and has traveled throughout the United States and the world sharing this love of music.
Michael Binger, CFA®
President of Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.
Jeremy Bryan, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan’s job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor’s degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.
Keith Gangl, CFA®
Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.
Tyler Ellegard, CFA®
Portfolio Manager of Gradient Investments, LLC
Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade 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.