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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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Allison C

CFP®, Series 65

Stanton, IA

Cornerstone Financial Group, LLC

Allison Cerven is a CFP® and holds a Series 65 license with 11 years of industry experience. She currently works at Cornerstone Financial Group, LLC, where she has been since 2024. Her prior experience includes roles at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and technical analysis with asset allocation as the primary driver.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Cash flow / budgeting
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Paul J

Series 66

Red Oak, IA

Edward Jones

Paul Jackson is a financial advisor at Edward Jones with three years of industry experience. He previously worked at LPL Financial and has owned several small businesses, including Silver Cloud Aerial Photography and Heritage Laundry Service. Jackson also served with the Omaha Fire Department for 24 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions and advisory services through 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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Bryon B

Series 63, Series 66

Red Oak, IA

Edward Jones

Bryon Beins is a financial advisor with Edward Jones in Red Oak, IA, holding Series 63 and Series 66 designations and 18 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Pacific Select Distributors and Pacific Life from 2008 to 2017, and operated Beins Marketing and Consulting from 2005 to 2017. Outside of his advisory work, he owns and manages EntertainU, LLC, a haunted house business in Council Bluffs, IA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Andrew R

Series 66

Red Oak, IA

Edward Jones

Andrew Rea is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at United Group Insurance and has held various roles in pharmacy operations and event services. He also owns OceanGrenade Productions, a business providing sound and lighting services for events. 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 financial advisors and over 15,000 branch offices.

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

Series 66

Villisca, IA

LPL Financial

Andrew Focht is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Securities America Advisors, USA Financial Securities, Miller Financial Group Inc, and Voya Financial Advisors. Outside of his advisory work, he serves as a firefighter in Villisca, Iowa, and is engaged in farming. 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 financial planning and asset management solutions supported by an in-house research team and a broad 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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