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Eric R

Series 63, Series 65

Madras, OR

Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies

Eric Runge is the owner and sole advisor at Veritas Bitcoin Strategies, LLC, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Veritas Wealth Management, Financial Advocates Investment Management, LPL Financial, and Waddell & Reed, among others. Outside of his advisory role, he operates a consulting business that coordinates a team of experts to assist CPAs and their clients with advanced financial planning needs and provides guidance on Bitcoin risks and cold wallet setup. Veritas Bitcoin Strategies serves individuals, high-net-worth clients, family offices, and other registered investment advisers, offering asset management, financial planning, retirement-plan consulting, and Bitcoin-focused portfolios. The firm’s Bitcoin strategy uses regulated, liquid instruments such as U.S.-listed spot Bitcoin ETFs and publicly traded companies with significant Bitcoin holdings, employing an actively managed, downside-mitigated approach combined with educational and implementation support.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner
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Shellie G

ChFC®, Series 66

Madras, OR

Edward Jones

Shellie Gray is a financial advisor with Edward Jones, holding the ChFC® designation and a Series 66 license, with nine years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Educators, Teachers, and Academics
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Derek B

Series 66

Madras, OR

Edward Jones

Derek Burbank is a financial advisor with Edward Jones in Madras, Oregon. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in education for nearly a decade, including roles at Culver School District #4 and High Desert Education District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Government Employee
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Kayla V

ChFC®, Series 66

Madras, OR

Edward Jones

Kayla Vincent is a financial advisor with Edward Jones in Madras, OR, holding a ChFC® designation and Series 66 license with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Jason Hertel State Farm and Dutch Bros. Outside of her advisory role, she is involved with New Basin Distillery, where she handles sales, marketing, and special events. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Wealth management Founder/Business Owner
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