Independent financial advisors in La Grande, OR

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.

Tanner Willson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones in La Grande, OR. Prior to joining Edward Jones in 2019, he worked at Connected Professional Accountants, LLC and held positions at Grocery Outlet. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kimberly Hilton is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors, Arbor Point Advisors, and Kms Financial Services. Outside of her advisory role, she manages employee benefits through her company, K Hilton, Inc., and is involved in equestrian activities as co-owner of Hilton Stables, where she hosts dressage clinics. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of financial advisers. The firm employs asset-allocation tools and multiple advisory platforms to construct diversified portfolios and supports both discretionary and non-discretionary account management.

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.

Mary Horn is a financial advisor at LPL Financial with 11 years of industry experience. She previously worked at Edward Jones for six years and Independent Financial Group for five years. Outside of her advisory role, she owns a business called Rising Tide Soulpothecary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.