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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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Steven F

Series 63, Series 65, Series 66

Warrensburg, MO

Fortitude Advisory Group L.L.C.

Steven Farr is a financial advisor with Fortitude Advisory Group L.L.C. and holds Series 63, 65, and 66 licenses. He has 19 years of industry experience, including roles at Edward Jones since 2013 and Fortitude Advisory Group since 2021. Outside of advising, Farr is the owner of two businesses, The Passport Inc. and Raiseway. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services using a combination of in-house management and third-party managers, with strategies ranging from buy-and-hold to shorter-term trading and access to alternative investments when appropriate.

Founder/Business Owner
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Adelaide Bianca D

Series 65

Warrensburg, MO

Snider Financial Group

Adelaide Bianca David is a financial advisor with Snider Financial Group, holding a Series 65 designation and having three years of industry experience. Her prior roles include positions at LPL Financial LLC and WestPac Wealth Partners, as well as work outside the financial industry at SeaWorld Parks & Entertainment and San Diego State University. Snider Financial Group is a nine-advisor team managing approximately $500 million in assets for around 500 clients. The firm provides personalized financial planning and investment management to individuals, trusts, charitable organizations, and small businesses, using a strategic asset allocation framework with a tactical overlay.

Wealth management Tax strategies for small businesses College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Retired
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Christopher B

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Christopher Brockway is a financial advisor with First Command Advisory Services in Independence, MO, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked across several First Command entities and serves full time with the Missouri Air National Guard since 2014. Outside of his advisory role, Brockway owns and operates a regional race team, Chris Brockway Racing, competing in Missouri and Kansas. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led, face-to-face financial coaching and offers structured, 12-month Tailored Professional Services engagements alongside discretionary asset management via in-house portfolio models.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Anthony C

Series 63, Series 65

Warrensburg, MO

First Command Advisory Services

Anthony Carter is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has been with First Command and its affiliated entities since 2025. Prior to his current role, Carter worked in agriculture-related positions, including six years at Tyler Farms and three years at BK Farms. First Command serves a diverse client base that includes individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and provides structured financial coaching through its Tailored Professional Services and Asset Management Solutions programs.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Andrea H

Series 66

Warrensburg, MO

Cetera

Andrea Houseworth is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has prior experience with Murdock Banner Financial Group LLC and Cetera Advisors LLC. Houseworth serves as an advisory board member for the University of Central Missouri Finance Department and participates in local military and community councils. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a mix of advisor-managed accounts, model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Mackenzie V

CFP®, Series 66

Warrensburg, MO

Edward Jones

Mackenzie Valentine is a financial advisor at Edward Jones in Warrensburg, MO, holding CFP® and Series 66 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, Mackenzie worked at LeCluyse Trenching Inc. and Kansas State University. Outside of advising, Mackenzie is the owner and operator of a single-family rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,700 advisors nationwide and manages approximately $1.01 trillion in assets.

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

Series 63, Series 65

Warrensburg, MO

LPL Financial

John Sheehan is a financial advisor with LPL Financial in Warrensburg, MO, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at First Command Financial Services and advisory services with Ic Advisory Services Inc and The Investment Center Inc. 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.

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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Monique E

Series 66

Warrensburg, MO

Edward Jones

Monique Eames is a financial advisor at Edward Jones in Warrensburg, MO, holding a Series 66 designation. She has seven years of industry experience, including prior work at Lowe’s and self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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

ChFC®, Series 63, Series 65

Warrensburg, MO

Cetera

Craig Coen is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 24 years of industry experience. He is co-owner and financial planner at Murdock Banner Financial Group LLC and serves on the Board of Directors for the University of Central Missouri Alumni Foundation. Cetera Investment Advisers provides services to individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions with access to multiple program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Aaron H

Series 66

Warrensburg, MO

Edward Jones

Aaron Hemme is a financial advisor with Edward Jones in Warrensburg, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was involved in agricultural and dairy businesses, including Hemme Brothers Creamery and Hemme Dairy LLC. He also owns Hemme Farms, a land investment in agriculture shared with a local farm. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, including managed solutions, separately managed accounts, and tax-efficient services.

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Military & Veterans Founder/Business Owner Doctor or Medical Professional
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Mary N

CFP®, Series 63, Series 65

Warrensburg, MO

Cetera

Mary Nussbaum is a CFP® professional with 26 years of experience in the financial industry, currently affiliated with Cetera since 2007. She co-owns Nussbaum Farm, involved in livestock production, and owns Nussbaum Tax & Financial, a tax preparation and accounting business. Additionally, she serves as treasurer for Johnson County Master Gardeners, a nonprofit organization. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions supported by model portfolios and third-party managed programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Alan B

Series 66

Warrensburg, MO

Edward Jones

Alan Brandt is a financial advisor at Edward Jones in Warrensburg, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of advising, he is a part owner in a farming business in Alma, MO, where he discusses operations with family members and handles bill payments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of financial advisors and branch offices nationwide.

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

CFP®, Series 66

Warrensburg, MO

Cetera

Charles Appleton is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Cetera and co-owns Murdock Banner Financial Group LLC. Outside of his advisory work, he is a musician and performs as a rhythm guitarist and background vocalist with the Travis Gibson Band. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Seth P

CFP®, ChFC®, Series 63, Series 66

Warrensburg, MO

Cetera

Seth Petsch is a CFP® and ChFC® with 11 years of industry experience. He is currently with Cetera and has held roles at Murdock Banner Financial Group LLC and Cetera Advisors LLC. Outside of his financial advisory work, he serves as a co-pastor at Pillar Church Warrensburg and is a board member of The Gathering Coffee House, a local coffee shop ministry. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Katy C

Series 66

Warrensburg, MO

Cetera

Katy Carter is a financial professional with Cetera, holding a Series 66 credential and four years of industry experience. She has worked with multiple Cetera entities since 2020 and is also associated with Murdock Banner Financial Group. Outside of her advisory role, she serves as a notary public. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Amy P

Series 66

Warrensburg, MO

Edward Jones

Amy Pierce is a financial advisor with Edward Jones in Warrensburg, MO, holding a Series 66 designation and seven years of industry experience. She previously worked at MFA, Inc and owns a small embroidery hobby shop, Redz Kustom Threadz. Amy has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies and operates under a fiduciary standard while supporting a large network of advisors and branch offices nationwide.

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

Series 66

Warrensburg, MO

Cetera

Bram Roden is a Series 66 licensed financial advisor with Cetera, based in Warrensburg, MO, and has two years of industry experience. He has held roles within Cetera and its affiliates since 2021. Outside of advising, he serves as a board member for the nonprofit Warrensburg Main Street and provides notary services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with unique retirement and fiduciary capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Carla C

ChFC®, Series 63, Series 65

Warrensburg, MO

Cetera

Carla Curry is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 20 years of industry experience. She previously worked at Edward Jones for 11 years before joining Cetera in 2016. Outside of her advisory role, she is active in her community as a member of the Fellowship Committee and serves on multiple committees at First Christian Church in Sedalia, Missouri. Cetera Investment Advisers serves a wide range of clients including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a blend of advisor-managed accounts, model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kathleen B

CFP®, Series 66

Warrensburg, MO

Edward Jones

Kathleen Brandt is a CFP®-certified financial advisor with Edward Jones in Warrensburg, MO, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she is involved as a member of a local rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Multi-generational wealth transfer Military & Veterans Women Professionals
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