Top private / alternative investments financial advisors in Hood River, OR

Branden Buel is a financial advisor with Edward Jones in Hood River, OR, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Edward Jones since 2012. Buel serves as Vice President of the Hood River County Sheriffs Office Foundation and is a board member of the Gorge Community Foundation, participating in decisions on endowments and fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

John Mendola is a financial advisor with Kovack Advisors, Inc. in Hood River, Oregon. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2007, he worked at Wells Fargo Investments for one year. Outside of his advisory role, Mendola is involved in fixed insurance sales as an insurance agent. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to manage portfolios across multiple custodians.

Michael Schock is a financial advisor with Morgan Stanley in Hood River, Oregon, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves as President of the Hood River Library Foundation and is involved as a committee member with the Port of Hood River and a member of the WACOMA Toastmasters. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning processes utilizing firm-approved tools and modeling techniques, serving clients primarily in an advisory capacity.

Brendan Kerr is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds a Series 66 credential and has previously worked at Cardinal Glass Industries. Outside of his advisory role, he serves as acting president of The Slider Project, LLC, organizing community activities related to recreational water use. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, equity research, financial planning, and a Private Wealth program for high-net-worth clients.

Ronald Colson is a CFP® professional with 27 years of industry experience. He has led Colson Financial Group, Inc. since 1991 and is currently affiliated with Viento Financial Group, LLC in Hood River, OR. Viento Financial Group serves individual and institutional clients, managing approximately $44.5 million across about 73 client relationships. The firm employs a Strategic Portfolio Balance framework with nine model portfolios and integrates ESG-oriented screens to minimize exposure to fossil fuels and other specified industries.

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.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.