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
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, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.