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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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Nickolas S

Series 66

Clifton, IL

Irontree Advisors LLC

Nickolas Simoneau is a Series 66-licensed financial advisor with 13 years of industry experience, serving as the sole advisor at Irontree Advisors LLC since 2013. In addition to his advisory role, he holds Illinois property/casualty and life/health insurance licenses and operates a tax preparation business, overseeing operations and assisting clients with annual tax filings. Irontree Advisors serves individual clients, high-net-worth individuals, and trusts with discretionary portfolio management and comprehensive wealth planning. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative, and modern portfolio theory methods, offering access to a broad range of financial instruments tailored to client objectives and risk tolerance.

Wealth management General retirement planning Tax-loss harvesting Active portfolio management Options & derivatives strategies Women Professionals
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Taryn O

Series 66

Clifton, IL

Cetera

Taryn Olszewski is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera and its affiliated entities since 2014, also working with Regions Bank during this period. 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 retirement solutions, combining advisor-managed accounts, model portfolios, and third-party managed options with fiduciary and retirement plan services.

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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Stuart S

ChFC®, Series 66

Watseka, IL

Edward Jones

Stuart Swalls is a financial advisor with Edward Jones in Watseka, IL, holding the ChFC® and Series 66 designations and bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Kyle L

Series 63, Series 66

Gilman, IL

LPL Financial

Kyle Leydens is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has nine years of industry experience, having previously worked at Edward Jones and Busey Bank. Leydens is currently based in Gilman, Illinois. 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 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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Charles C

Series 66

Watseka, IL

Edward Jones

Charles Cady is a financial advisor with Edward Jones in Watseka, Illinois, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Chicago Water and Fire Restoration and Servpro of Champaign Urbana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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