Podcast

Abbey Eastham

Head of Advisor Relations

Abbey Eastham serves as Head of Advisor Relations at Realta Wealth where she fosters and enhances the relationship between the firm and its network of elite independent financial professionals. She also partners with all internal departments to ensure premier service delivery to advisors and to develop programs and initiatives aimed at continuously improving the overall advisor experience.

Abbey joined Realta in 2024 and has more than 15 years of industry experience working at some of the largest firms in the independent space. Before joining Realta, Abbey was a Senior Investment Solutions Manager at Cetera Financial Group. Prior to Cetera, she was Senior Vice President of Advisor Relations at First Allied Securities.

Abbey received her Bachelor of Arts degree in Communications from UC Santa Barbara. She holds her FINRA Series 66 and Series 7.

Barbara Trimbur

Head of Operations

Barb Trimbur joined Realta in December 2014 as a home officemember. Prior to joining Coastal she gained extensive experience in the banking industry and the running of her own business. In her role of Senior Operation Associate she communicates directly with financial professionals and assists them with their daily operation needs and requests. Barb also works directly with the operations team on day to day tasks that need to be completed.

She is also responsible for training internal staff and working hand in hand with the onboarding of all new financial advisors. Barb attended Penn State University and studied Elementary Education.

Liz Legacy

Chief Compliance Officer

Liz Legacy serves as Realta Wealth’s Chief Compliance Officer and is responsible for overseeing all aspects of regulatory compliance for Realta’s FINRA-registered broker-dealer and SEC-registered RIA.

Before joining Realta, Legacy served as Executive Director and CCO for CUSO Financial Services and Sorrento Pacific Financial. In those roles, she ensured compliance with FINRA and SEC regulations and assisted in fulfilling regulatory obligations concerning the broker-dealer and corporate RIA. Prior to that, she was Vice President and CCO at M Holdings Securities, Inc. (M Securities) and M Financial Securities Marketing (MFSM). Her financial services experience also include roles at Commonwealth Financial Network, LPL Financial and Ameriprise.

Legacy earned her Master of Business Administration with a finance emphasis from the University of Redlands in California. She holds a Certified Regulatory and Compliance Professional (CRCP) designation and Series 7, 24, 53 and 66 FINRA registrations.

Timothy E. Snodgrass, J.D., LLM

EVP Business Development

Mr. Snodgrass is also a shareholder and EVP of Capital Markets for Realta Wealth, a full service registered broker/dealer, RIA and Insurance Agency. He is also founding partner of a boutique investment banking and advisory firm focused on the real estate, energy and healthcare sectors, which has raised capital for specific managers and invested alongside the managers and investors on various projects and companies. Prior to forming that company, Mr. Snodgrass was a founding partner and President of a national real estate investment firm that acquired over $1.6 billion in commercial real estate over 8 years.

Mr. Snodgrass is a founder and former president of the Alternative Direct Investment Securities Association (ADISA), formerly known as Real Estate Investment and Securities Association (formerly the Tenant-in-Common Association (TICA), of which he served as President for the first three years (2003-2006). He is also a founding member of the Certified Exchange Specialist® designation, and past member of Certification Council. He has lectured extensively throughout the United States on Code Section 1031. Mr. Snodgrass holds a Juris Doctorate degree and an LLM degree in International Taxation and Financial Services in from Thomas Jefferson School of Law, and a Bachelor of Arts Degree from San Diego State University. Mr. Snodgrass holds Series 22 and 63 securities licenses as a registered representative and a member of FINRA/SIPC.

KYLE BERGACKER, CFA®

Portfolio Manager, 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.

keith gangl, CFA®

Senior Portfolio Manager, 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.

michael binger, CFA®

President, 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.

Jeff Labelle

President & CEO,
Gulf Coast Wealth Advisors

Jeff LaBelle is President and CEO of Gulf Coast Wealth Advisors and Gulf Coast Insurance Group. In 1987, Jeff started his career by joining his father at Dean Witter in Southfield, Michigan. Since then he has developed a logical, common sense approach to investing. As a fiduciary, Jeff prides his work on complete transparency, always putting the client’s interest first. During 2012 and 2013 Jeff was part of the local news segment that provided viewers with the stock market commentary. When not at work Jeff enjoys spending time with his wife, Nikki, and four children.