William Edward Hermann

Brent Gunderson is a financial advisor with Connected Wealth Solutions, LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Connected Wealth Solutions since 2015 and is also an owner and member of Connected Professional Accountants, LLC, a CPA firm where he provides accounting services and manages daily business operations. Connected Wealth Solutions advises individuals, trusts, charitable organizations, businesses, and qualified retirement plans with discretionary investment management and related financial consultation. The firm emphasizes a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily utilizing passively managed asset-class funds and portfolio modeling techniques.

Michael Poe is a financial advisor with Connected Wealth Solutions, LLC, holding a Series 65 designation and 10 years of industry experience. He is also an owner and member of Connected Professional Accountants, LLC, a CPA firm where he provides accounting services and manages daily operations. Connected Wealth Solutions advises individuals, trusts, charitable organizations, businesses, and qualified retirement plans with discretionary investment management and financial consultation. The firm emphasizes a long-term, asset-allocation approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class funds and employing portfolio modeling and Monte Carlo analysis in its planning.

Melinda Wells is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Client One Securities, LLC for eight years before joining her current firm in 2020. Wells serves as vice president on the board of Soroptimist International of La Grande and is a licensed independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements and access to third-party managers and estate-planning services.

Brian McDowell is a financial advisor with Inspire Advisors, LLC based in La Grande, Oregon, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cetera and Cascadia Wealth Management. Outside of advising, he serves as a Regional Development Officer supporting economic and community development efforts across three counties for the State of Oregon. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and affiliated managers.

Reva Hartenstein is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Vivayic and has a background that includes roles in education and local business. She is also co-owner of Mt. Harris Ranch, a farm and cattle operation where she assists with bookkeeping and administrative tasks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment options, and fiduciary services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Tanner Willson is a CFP®-designated financial advisor with six years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Grocery Outlet and Connected Professional Accountants, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages more than $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.