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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

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Out of 400,000+ nationwide

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Joseph S

Series 63, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Joseph Singer is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Singer has been with Fifth Third Securities since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs that include third-party portfolio managers, strategist portfolios, and direct indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Ryan O

Series 63, Series 65

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Ryan Oberhausen is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Owensboro, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Fifth Third Securities since 2009. Outside of his advisory role, he is a vice president and owner of a rental property business, Candy Cane Properties LLC, located in Santa Claus, IN. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and use of National Financial Services and Fidelity Institutional Wealth Adviser platforms.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Robert P

CFP®, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Robert Pierce is a CFP® and Series 66-licensed financial advisor with 23 years of industry experience. He has been with Fifth Third Securities, Inc. since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank and provides multiple discretionary managed-account programs, including advisor-directed models and direct indexing options.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Brittany H

Series 63, Series 66

Madisonville, KY

FIFTH THIRD SECURITIES, Inc.

Brittany Hester is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Wells Fargo Clearing, and Wells Fargo Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs and investment options, including direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Joseph C

Series 63, Series 65

Madisonville, KY

LPL Financial

Joseph Collins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with LPL Financial Services since 2009 and has been associated with ONB Investment Services since 1994. Outside of his advisory roles, Collins has a financial institution duty with Old National Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Clayton B

Series 66

Dixon, KY

LPL Financial

Clayton Buchanan is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at United Community Bank and Northwestern Mutual Investment Services LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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James P

Series 66

Providence, KY

Thrivent Investment Management

James Palmer is a financial advisor with Thrivent Investment Management in Providence, KY, holding a Series 66 designation and three years of industry experience. He has worked within various Thrivent entities since 2022 and previously spent 14 years associated with Sulphur Well Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Paul H

Series 63, Series 65

Morganfield, KY

LPL Financial

Paul Hendrickson is a financial advisor with LPL Financial in Sturgis, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial and United Comm Bank since 2013. Outside of his advisory work, he serves as treasurer for the Methodist Hospital Union County Foundation. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of financial planning and asset management solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Beau B

Series 63, Series 66

Morganfield, KY

Edward Jones

Beau Blemker is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. His prior experience includes roles at OneAmerica Securities, American United Life, Eagle Strategies (NY Life), and NYLife Securities, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and specialized tax-efficient services.

Divorce financial planning Inheritance planning Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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Brian W

Series 66

Madisonville, KY

Edward Jones

Brian Webb is a financial advisor with Edward Jones in Madisonville, KY, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon L

Series 66

Madisonville, KY

Edward Jones

Brandon La Mond is a financial advisor at Edward Jones in Madisonville, KY, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Hopkins County Coal LLC, Elk Creek Mine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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