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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

17 advisors near 47579

Out of 400,000+ nationwide

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James W

CFP®, Series 63

Tell City, IN

Commonwealth Financial Network

James Waninger is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and serving as Owner and President of Onyx Private Wealth, Inc. Prior to his current roles, he worked at Ameriprise Financial Services, Inc. for 14 years. He is also a board member of the Perry County Sheriff's Merit Board. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various program structures and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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James W

Series 66

Tell City, IN

Commonwealth Financial Network

James Waninger is a financial advisor with Commonwealth Financial Network based in Tell City, Indiana. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Onyx Private Wealth and J. Kevin Waninger. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Madeline D

Series 66

Tell City, IN

Commonwealth Financial Network

Madeline Dauby is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. She has held positions at Onyx Private Wealth, Old National Bank, Indiana University, and Perry Central Junior/Senior High School. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Jonathan S

Series 63, Series 66

Tell City, IN

Edward Jones

Jonathan Scheer is a financial advisor with Edward Jones in Tell City, IN, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves as a trustee at Emmanuel Lutheran Church in Tell City. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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

ChFC®, Series 66

Santa Claus, IN

Edward Jones

Trennis Xanders II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. 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 offers a range of advisory strategies, affiliated mutual funds, and overlay services, supported by a large national network of advisors and branch offices.

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

Series 66

Santa Claus, IN

Raymond James Financial

Seth Windell is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Windell served on the Santa Claus Town Council for ten years, from 2013 to 2023. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies through fact-finding interviews, risk profiling, and a variety of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Evan D

Series 63, Series 65

Ferdinand, IN

OSAIC

Evan Daunhauer is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Royal Alliance Associates, Inc. since 2018, following six years at Jhfn Sii. Outside of his advisory role, he serves as Co-Chair of Ferdinand Heimatfest, a charitable organization that raises funds for his town’s endowment, and is a member of the Board of Directors for the Dubois County Community Foundation. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory services and investment options, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Piper L

Series 66

Holland, IN

LPL Enterprise

Piper Lange is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, Piper worked in various roles across banking, education, and physical therapy sectors. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael B

CFP®, Series 63, Series 66

Ferdinand, IN

Edward Jones

Michael Blume is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in Ferdinand, IN. Outside of his advisory role, he is an owner of a rental property business, M & S B Holdings, LLC, in Jasper, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of advisory and investment options, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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

Series 66

Santa Claus, IN

Raymond James Financial

Katherine Sigler is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has prior experience at Kimball Hospitality and Kimball Office. In addition to her role at Raymond James, she works as an independent contractor financial advisor with Windell Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Mallory C

Series 66

Tell City, IN

Edward Jones

Mallory Cochenour is a financial advisor at Edward Jones in Tell City, Indiana, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) Business succession planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Mitchell P

Series 66

Ferdinand, IN

Edward Jones

Mitchell Patton is a financial advisor with Edward Jones in Ferdinand, IN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rental Car from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary funds. The firm manages approximately $1.01 trillion in assets and operates 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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Emily W

Series 63, Series 65

Tell City, IN

OSAIC

Emily Winter is a financial advisor at Osaic with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked for Sagepoint Financial, Inc. for 14 years. Winter serves as a board member of the And-Tro Water Authority, a nonprofit focused on water expansion in the rural community. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and uses a comprehensive investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.

Annuities Founder/Business Owner Executive Retired
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John H

CFP®, Series 66

St. Meinrad, IN

OSAIC

John Hoch is a CFP® with 21 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. Prior to joining OSAIC, he worked at Lincoln Financial Advisors Corp from 2004 to 2025. In addition to his advisory role, he provides accident and health, disability, fixed annuity, and traditional life insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Brandon G

Series 63, Series 66

Tell City, IN

Edward Jones

Brandon Gaynor is a financial advisor with Edward Jones in Tell City, IN, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, S&S Seating, Eagles Wings Zipline, and the University of Southern Indiana. He serves on the finance council of Saint Isidore the Farmer Catholic Church in Bristow, IN. 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 a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Richard P

CFP®, Series 63, Series 66

Huntingburg, IN

Edward Jones

Richard Pflanz is a CFP®-certified financial advisor with Edward Jones, based in Huntingburg, IN, and has 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs and affiliated investment products.

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

Series 66

St. Meinrad, IN

OSAIC

Kelly Malone is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at Osaic since 2025 and previously spent 10 years at Lincoln Financial Advisors. Outside of her advisory role, Malone serves as a football official for the Indiana High School Athletic Association. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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