Briana Greiner

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.