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 licenses and bringing 26 years of industry experience. She previously worked at Client One Securities, LLC for eight years before joining her current firm in 2020. Wells is also an independent insurance agent and serves as Vice President of Soroptimist International of La Grande, where she participates in board decisions and meeting facilitation. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach, tailoring portfolios based on client objectives and risk tolerance, with accounts managed on both discretionary and non-discretionary bases.

Brian McDowell is a financial advisor at Inspire Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Investment Advisers LLC and J.P. Morgan Securities LLC. Outside of financial advising, he serves as a Regional Development Officer for the Oregon Business Development Department and works as a real estate broker with eXp Realty, LLC. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary scoring and screening tools and employs a variety of quantitative and fundamental investment strategies, often through model portfolios and affiliated ETFs.

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® professional at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked 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 with a broad range of advisory and investment services, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

Briana Greiner is a CFP® and holds a Series 66 license, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at the Wyoming Business Council and Northwest Farm Credit Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Kimberly Hilton is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc., Arbor Point Advisors, and KMS Financial Services, Inc. Outside of her advisory work, she is involved in managing employee benefits through her company K Hilton, Inc., and serves as treasurer of the Northeast Oregon Chapter of the Oregon Dressage Society, where she supports local dressage events. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with a comprehensive investment approach that incorporates risk tolerance, asset allocation, and portfolio optimization across various investment vehicles.

Tessa Jackson is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mary Horn is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones and Independent Financial Group. Outside of her advisory work, she owns Rising Tide Soulpothecary, a separate business venture. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions, supported by an in-house research team and a large network of investment adviser representatives.

William Hermann is a financial advisor at OSAIC with over 56 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. Since 1967, he has also been involved in life insurance and fixed annuity sales. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and employs an investment process that integrates risk tolerance assessments with asset allocation tools and portfolio optimization.

Gary Anger is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2001, accumulating 24 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages a commercial rental property in La Grande, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Nicole Simmons is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Umpqua Bank from 2016 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.