Filters

Direct booking

firm logo

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

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Brock M

Series 65

Paris, MO

Building Wealth Financial Advisory LLC

Brock Miller is a financial advisor at Building Wealth Financial Advisory LLC in Paris, Missouri, holding a Series 65 designation with no prior industry experience. He has a background that includes service in the United States Air Force, work at Regional Missouri Bank, and employment with the Paris School District. Outside of advisory services, he operates Building Wealth with Brock, a personal finance education and digital media brand focused on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC is a fee-only fiduciary firm that provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, families, trusts, retirement plans, and small businesses. The firm uses a core-satellite investment approach combining low-cost passive ETFs and selective individual stocks, emphasizing retirement plan consulting and held-away account advice.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management Founder/Business Owner
user avatar
firm logo

Seth B

Series 66

Monroe City, MO

OSAIC Institutions, INC.

Seth Bray is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at the firm since 2024. Outside of his advisory role, he serves as the offensive line coach for the Macon High School Varsity Football team. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach involves a mix of fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and integrated lending and investment platforms.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar
firm logo

Courtney J

Series 66

Paris, MO

LPL Financial

Courtney Jones is a financial advisor with LPL Financial and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at Securities America Advisors and Securities America Inc. She has also been associated with Tpnp, formerly The Paris National Bank, since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar
firm logo

Alisa B

Series 66

Madison, MO

Ameriprise

Alisa Blackwell is a financial advisor at Ameriprise in Madison, MO, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2019 and previously attended Western Governor's University. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.