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.

David Charlaff is the sole advisor and managing member of Core Capital Management, LLC, an independent firm based in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. In addition to his advisory role, Charlaff manages CorePortfolio, LLC, which publishes an investment-related newsletter that he may recommend to clients. Core Capital Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes portfolios primarily using individual equities and fixed-income securities, employing a proprietary research process and typically operating on a non-discretionary basis.

Joel Gooch is the sole advisor at Gemini Estate Plan LLC in Conroe, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with Gemini Sales since 1996 and devotes a significant portion of his time to retirement and tax planning as well as fixed insurance products through his role as a managing general agent. Gemini Estate Plan provides financial planning and investment advisory services primarily to individual clients, offering comprehensive plans covering tax, insurance, retirement, and estate planning. The firm employs a long-term, fundamental investment approach and delegates portfolio management to selected third-party managers, including AssetMark, with regular reviews of managed accounts and financial plans.

As a financial planner, I am truly passionate about guiding families to make smart financial choices today that will create your legacy later on. I am here to support you and your family as you achieve the financial freedom you desire—so you can live out your dreams without stressing over your finances. Before founding Legacy Financial Designs, I gained six years of specialized experience working with families in the wealth accumulation phase of life. I am a graduate of the Texas A&M Financial Planning program. Outside of the office, I can be found woodworking, cheering on Aggie Athletics, attending the Woodlands United Methodist Church, working out, taking road trips, or on a beach.

My journey in Financial Services began 27 years ago when I graduated from Baylor University. I studied Economics and Quantitative Business Analysis and knew I wanted to work in Financial Services. That led to my first Financial Advisor role with American Express Financial Advisors (now Ameriprise). Over the years I have held numerous positions at different Investment and Advisory firms. I've had the opportunity to learn from some of the best advisors in the industry. Over that time, I formed my core investment beliefs, and I am now thrilled to incorporate them into SF Planning Group LLC. I believe that everyone should have a personalized and sound financial plan. Your plan should be custom, straightforward and stress free. I aim to provide my clients with a financial and investment plan that enables them to live a stress-free financial life and focus on what matters most to them.

Bradley Livingston is the principal of Livingston Wealth Advisory in The Woodlands, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior roles include positions at OSAIC, Harman Wealth Management, Sagepoint Financial, Wells Fargo Clearing, and Citigroup Global Markets. Livingston Wealth Advisory, founded in 2025, provides portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm employs a smart-beta investment approach using factor-based and sector ETFs combined with fundamental and technical analysis, offering tailored asset allocation and both long-term and short-term trading strategies.

Mark Lasseigne is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. He has worked at Raymond James Financial Services and Raymond James Financial Services Advisors before founding Financial Cornerstones, LLC in 2019. Financial Cornerstones, LLC serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing comprehensive portfolio management through a wrap-fee program and general financial planning. The firm utilizes multiple analytical methods—including technical analysis, cyclical and quantitative approaches, and fundamental and sector analysis—and implements disciplined fixed-income management and long-term purchase strategies.

Donnie Carpenter is a CFP® and holds a Series 66 license with 12 years of industry experience. He is the principal advisor at First Move Financial, LLC, an independent firm based in The Woodlands, TX. His prior work includes roles at HFG Wealth Management, LLC and Back Office Solutions. He also has a teaching role at Texas A&M University. First Move Financial serves individual and high-net-worth clients with comprehensive financial planning and portfolio management, covering areas such as retirement, tax, estate, college funding, and business-owner planning. The firm combines passive portfolio construction with selective fundamental analysis and offers bespoke advisory pricing alongside various planning engagement options.

Bryan Kelly is a CFA® charterholder with 20 years of industry experience. He is the sole advisor at Hodos Wealth Group, LLC, where he has worked since 2021. Prior to that, he held advisory roles at Private Advisor Group, LPL Financial, and Kidwell and Company. Hodos Wealth Group provides ongoing portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm uses a combination of modern portfolio theory, fundamental analysis, and charting to develop tailored investment strategies, focusing on ETFs, mutual funds, equities, fixed income, and Treasury inflation-protected securities.

Deborah Wiggin is a CFP® professional with 31 years of industry experience. She has led Wiggin Financial Planning P.A. since 2009. The firm serves individual clients and small business owners, focusing on pre-divorce financial planning and small-business planning. Wiggin Financial Services offers written financial plans and discretionary investment management through a fee-only, multi-step planning process that combines tactical and strategic asset allocation with a core-satellite approach.

Crystal Jeske is a financial advisor at Redemptive Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has worked at ExxonMobil since 2018 in roles related to financial reporting and hiring for the Low Carbon Solutions business. Jeske also has experience with Mommy On Mission Inc. and several other organizations. Redemptive Wealth Management serves pooled investment vehicles, business accounts, and individual high-net-worth clients, offering portfolio management, financial planning, and educational seminars. The firm focuses on passive, asset-class-based portfolio construction and provides discretionary management tailored to client objectives, along with due diligence and ongoing monitoring.

Jeremy Northum is a financial advisor at Jaston Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has a background that includes roles as an attorney and positions at Harris County, the University of Houston Law Center, and Intuit Inc. He currently operates as the sole advisor at Jaston Capital. Jaston Capital advises individuals and families on separately managed stock, bond, and balanced portfolios, managing approximately $1.1 million across nine client accounts. The firm employs fundamental analysis to build diversified portfolios tailored to client goals and risk tolerance, managing accounts on a discretionary basis with specific operational policies regarding custody and brokerage.

Peter Catalano is a financial advisor at Catalano Financial in The Woodlands, TX, with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to founding Catalano Financial, he worked at First Advisors National, LLC and is also involved with Catalano Consulting and Insurance Services as a licensed insurance agent. Catalano Financial is an independent advisory firm serving individuals, including high-net-worth clients, and business entities. The firm offers discretionary asset management and comprehensive financial planning, employing a values-based approach that integrates portfolio management with coordination of outside professionals.

Errol Martin is a financial advisor at Beta Management Consulting with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beta Management Consulting since 1994. Beta Management Consulting provides fee-only investment counseling and portfolio management to individuals, families, and business owners, focusing primarily on non–high-net-worth clients. The firm manages approximately $26.7 million in assets using a non-discretionary, cash-flow–based, value-oriented investment approach with an emphasis on privacy and information security.

Jaimin Garabedian is a financial advisor with Assurance Wealth Management in The Woodlands, TX, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Post Oak Private Wealth Advisors. He also owns and advises through Assurance Family Office, focusing on strategic risk reduction for individuals and business owners. Assurance Wealth Management is a state-registered advisory firm serving individuals and high-net-worth clients with discretionary and non-discretionary asset management and comprehensive financial planning. The firm’s investment approach integrates Modern Portfolio Theory and technical analysis to create tailored asset allocations, utilizing a range of investment vehicles and providing regular account reviews.

Lorri Jefferson is a financial advisor at Vision Tech Financial Advisors with five years of industry experience. She holds a Series 65 designation and previously worked for 25 years at HP Inc. before founding her independent advisory firm. Vision Tech Financial Advisors serves individual clients with discretionary asset management and financial planning services, managing approximately $27.8 million across 78 client relationships. The firm uses client profiles and a mix of fundamental, technical, and charting analysis to guide investment decisions, employing various strategies including options and derivatives.

Stephen Gray is a CFP® and CPA with 28 years at Financial Planning Services in The Woodlands, TX, and 14 years of industry experience. He provides tax preparation services to individuals and businesses alongside his financial advisory work. Financial Planning Services is an independent registered investment adviser serving individual clients with comprehensive financial planning and discretionary portfolio management. The firm integrates accounting and tax services with investment advisory work, using fundamental, long-term analysis to manage portfolios.

Joel Diaz is a financial advisor at Anchored Wealth with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including First Horizon, Engrave Wealth Partners, and Capital One Financial Advisors. Diaz served in the United States Navy Reserves for 21 years. Outside of advising, he is president of an asset holding company and is a licensed insurance agent. Anchored Wealth serves individual and household clients, including high-net-worth families, trusts, and charitable entities, offering discretionary portfolio management and comprehensive financial planning. The firm uses Modern Portfolio Theory combined with various analytical methods to tailor investment strategies aligned with clients’ risk tolerance and time horizons.

Karthikeyan Radhakrishnan is a CFA® charterholder and Series 65 licensed financial advisor with seven years of industry experience. He is the principal advisor at Titania Investments LLC, an independent firm, and has prior work history with Monopar Therapeutics, Inc. and Medicenna Therapeutics, Inc. Outside of his advisory role, he serves as President of Titania Partners LLC, a finance and strategy consulting firm specializing in healthcare and technology companies. Titania Investments LLC provides portfolio and wealth management services primarily to high-net-worth individuals, trusts, and institutional clients, including corporations and nonprofit organizations. The firm employs both qualitative and quantitative investment methods and offers additional services such as financial planning, pension consulting, and sub-advisory relationships.

Eric Bartee is the sole advisor at Bartee Capital Management, LLC in Montgomery, TX, holding a Series 65 designation with nine years of industry experience. He has managed Bartee Capital Management since 2016 and also operates PEB, LLC, a consulting services business unrelated to investment management. Bartee Capital Management provides investment advisory and financial planning services primarily to individual investors, trusts, estates, charitable organizations, and business entities. The firm uses customized investment policy statements and a blend of fundamental and technical analysis, offering both discretionary and non-discretionary portfolio management along with a third-party manager referral program.