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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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Christopher K

Series 63, Series 65

Elkin, NC

Credit Union Investment Services

Christopher King is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at multiple related firms, including Members Trust Company and SECU Life Insurance Company. King serves as Vice President at State Employees’ Credit Union, where he oversees branch operations and lending. Credit Union Investment Services serves North Carolina residents, primarily individual investors, providing non-discretionary portfolio management, retirement, and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisors who offer recommendations while clients retain final decision authority.

General retirement planning Passive / index investing
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Ryan E

Series 63, Series 66

Harmony, NC

Latitude Advisors, LLC

Ryan Engle is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and five years of industry experience. He previously worked at Thrivent Financial and Reddon, Koehn & Associates. Outside of his advisory role, Engle is involved in multi-level marketing with Amway. 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 variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Jason S

Series 63, Series 65

Elkin, NC

Good Life Advisors, LLC

Jason Singleton is a financial advisor at Good Life Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC, Wachovia Bank, and LPL Financial. Singleton has been with Good Life Advisors since 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Justin H

Series 63, Series 65

Elkin, NC

Truist Advisory Services

Justin Hall is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management in its AMC programs. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations with a range of investment consulting and management solutions that include third-party managers and advisor-led asset allocation.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Brandyn S

CFP®, Series 63, Series 66

Hamptonville, NC

Kestra Advisory

Brandyn Shetler is a Certified Financial Planner® with seven years of industry experience. He is currently with Kestra Advisory Services and Kestra Investment Services, having previously worked at The Vanguard Group. Prior to his financial career, he was involved with Nomad Aquatics and Fitness Center and the University of North Carolina at Charlotte. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and pooled employer plan arrangements.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Aaron M

CFP®, ChFC®, Series 66

Jonesville, NC

Edward Jones

Aaron Misenheimer is a CFP® and ChFC® certified financial advisor with nine years of industry experience, currently serving at Edward Jones since 2016. Prior to joining Edward Jones, he was involved with Mountain View Baptist Church for five years. Outside of his advisory role, he serves as a supply preacher at area churches and is an artist affiliated with Conn-Selmer Corporation, receiving royalties from music publishing. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Frank B

Series 63, Series 66

Elkin, NC

Edward Jones

Frank Beals is a financial advisor with Edward Jones in Elkin, NC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he serves on the boards of the Surry Community College Athletics Knights Foundation and the Hugh Chatham Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national 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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Thomas R

Series 63, Series 65

Roaring River, NC

Cambridge Investment Research Advisors

Thomas Ren is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities LP. Outside of advising, he is the owner of Bull & Bear Outfitters, which provides insurance and human resources services, and served as president of Tommy's Bodacious Foods. He also leads the finance committee at his local church. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Nathaniel S

Series 63, Series 65

Elkin, NC

Edward Jones

Nathaniel Sturgill is a financial advisor at Edward Jones with eight years of industry experience. His prior roles include positions at First Citizens Investor Services, First Citizens Bank, Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. Outside of his advisory work, he is involved with Carolina Thieves Travel, a nonprofit travel organization for youth, where he helped establish and coaches a 10U travel team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of advisors and branch offices.

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

Series 66

Elkin, NC

Edward Jones

Barry Revis is a financial advisor with Edward Jones in Elkin, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Christopher F

Series 66

Yadkinville, NC

Edward Jones

Christopher Funk is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Timothy J

Series 66

Elkin, NC

Edward Jones

Timothy Johnson is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles at Lowe's Companies, Ocean Isle Fish Company, Brinker International, and Warren Wilson College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, 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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Casey B

Series 66

Yadkinville, NC

Edward Jones

Casey Best is a financial advisor at Edward Jones with seven years of experience. She holds the Series 66 designation and previously worked in the Vail School District and had periods away from the workforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branches.

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