Our Team

Our Financial Professionals

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

Brad Freels

PRESIDENT & FOUNDER

As a Financial Advisor, Brad is the Founder and President of Southwest Wealth Management LLC.

With years of experience in the Financial Services Industry, Brad has guided many Oklahomans through market fluctuations, while providing retirement and income planning and needs specific wealth management strategies.

Brad’s mission is to provide families with planning and strategies that can lead to financial clarity, longevity and financial security.

 Brad and his lovely wife Fran have been married for 37 years and their son Taylor is a US Marine and all are loyal members of The Quail Springs Baptist Church and supporters of The M516 movement ministry.

Strategic Alliances

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.

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.