Our Financial Professionals

JONATHAN ROGERS
Owner/Senior Financial Professional
Founded by Jonathan Rogers in 2014, Clearview Financial Strategies is made up of qualified financial advisors who are passionate about helping individuals and families achieve their ideal retirements.
Jonathan entered the financial industry so he could help his family take care of their own money, but he quickly developed a passion for helping others. As an independent fiduciary financial advisor, he helps individuals and families, especially those in or entering retirement, achieve total confidence with The ClearView Retirement Roadmap.
Jonathan graduated from Emmanuel College with a degree in financial planning and economics. He holds the Series 6, 63 and 65 investment licenses, allowing him to provide fiduciary financial planning for everything in his clients’ financial situations.
Jonathan stays active by golfing, skiing, hiking and spending time with friends, family, his wife, Kayla, and their son, Jonathan Jr. Jonathan and his family are active in their Christian church community, and he currently lives in Salem, New Hampshire.

PATRICK GRAVLIN
Office Manager

MARLENA PLUNKETT
Administrative Assistant
Strategic Alliances

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®
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.

MARIANN MONTAGNE, CFA®
Portfolio Manager of Gradient Investments, LLC
Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne’s prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron’s. Ms. Montagne graduated with a bachelor’s degree from the University of Detroit and is a CFA® charterholder.