Top wealth management 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, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2007. Mendola is also involved in fixed insurance sales as an insurance agent. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and provides financial planning along with third-party asset manager recommendations.

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 four years of industry experience. He holds a Series 66 credential and has worked at D.A. Davidson since 2021. Outside of finance, he serves as acting president of The Slider Project, LLC, a local organization that coordinates moving recreational sliders for public use. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive 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.

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.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.