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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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Kelly W

CFP®, Series 63, Series 65

Star City, IN

Mass Mutual Investors Services

Kelly Weaver is a CFP® professional with 27 years of experience in the financial services industry. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Kelly also serves as a Notary Public. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jon C

Series 63, Series 66

Winamac, IN

Edward Jones

Jon Chapman is a financial advisor with Edward Jones in Winamac, Indiana, holding Series 63 and Series 66 designations and with 32 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he operates Backyard Nature Specialist Inc., a retail business focused on selling birdhouses and bird feeders and offering nature tours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Winamac, IN

Edward Jones

Ashleigh Hoover is a financial advisor at Edward Jones in Winamac, Indiana, with one year of industry experience. Prior to her current role, she worked at Edward Jones from 2019 to 2024 and has experience at Leeman Law Office and Maurices/Ascena Retail. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Kewanna, IN

LPL Financial

Matthew Berry is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2020, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services from 2010 to 2020. Outside of his advisory role, Berry owns and operates several local businesses, including an excavating company and a land consulting firm, and he also serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various delivery models tailored to client needs.

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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Alyssa C

Series 66

Winamac, IN

Edward Jones

Alyssa Chapman is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Alliance Bank and BraunAbility. Outside of financial advising, she is an independent beauty consultant for Mary Kay, selling skin care and cosmetics. 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 programs and investment strategies and is noted for its extensive national network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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