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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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Larry L

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

Larry Little is a financial advisor at Huntleigh Advisors, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Huntleigh Securities Corporation since 2017. He is also president of Planning Associates Ltd., where he has been involved in insurance sales since 1976, and owner of Illinois Charity Auctions, Limited, which organizes charitable auctions for 501(c)(3) organizations. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm employs a range of strategies, including a MindShare Small Companies program that integrates investor sentiment, charting, and fundamental research to target micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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William R

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

William Rodosky Jr. is a financial advisor with Huntleigh Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at K. W. Chambers & Co. since 1996 and has owned an accounting practice in Dwight, Illinois, since 1989. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement plan services, and employs a range of investment strategies including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Alan F

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

Alan Ferrari is a financial advisor at Huntleigh Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at K. W. Chambers & Co. since 1999. Outside of his advisory role, he is co-owner of Demigan Commercial Development Co. and owns an insurance business. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with asset management and retirement-plan services. The firm offers both model portfolio programs and customized management, including a specialized MindShare Small Companies program that combines investor-sentiment analysis with fundamental research.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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John S

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

John Sullivan is a financial advisor at Huntleigh Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with K. W. Chambers & Co. since 1993. He is also an agent for fixed insurance products, with minimal time devoted to this activity. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of fundamental, technical, charting, and quantitative strategies, including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Randy O

CFP®, ChFC®, Series 63, Series 65

Kempton, IL

First Command Advisory Services

Randy Outhouse is a financial advisor with First Command Advisory Services, holding the CFP® and ChFC® designations and possessing 15 years of industry experience. He has been with First Command in various capacities since 2011. Outside of his advisory role, he assists in managing Linden View Farm and serves as an interim Deacon on the board of St. John's Lutheran Church. 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, and brokerage and insurance product distribution. The firm emphasizes advisor-led planning relationships, a structured 12-month Tailored Professional Services engagement, and discretionary management of model portfolios by an in-house Investment Management Team.

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

Series 66

Dwight, IL

Edward Jones

Justin Fox is a Series 66-registered financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience, including a prior role at Insight FS and ongoing involvement with Fox Farms. Fox serves as a trustee on the Union Township Board in Odell, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer 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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Stephen T

Series 63, Series 65

Dwight, IL

LPL Financial

Stephen Tock is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory work, he prepares federal and state tax returns and serves as a notary public. 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 broad platform that combines advisory and brokerage services.

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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Max S

Series 66

Dwight, IL

Edward Jones

Max Sulzberger is a financial advisor with Edward Jones in Dwight, Illinois, holding a Series 66 license and 14 years of industry experience. He has worked at Edward Jones since 2011. Outside of advising, he is involved in his community as the head varsity basketball coach at Dwight Township High School and as a basketball coach for 5th and 6th grade girls at Dwight Township Grade School. He also holds silent ownership in a local sports academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory strategies through a nationwide network of advisors and branch offices.

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