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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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Michael G

Series 63, Series 65

Cleveland, WI

Raymond James & Associates

Michael Gapinski is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the advisory board for the University of Houston Honors College. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Brian S

Series 63

Bloomer, WI

Edward Jones

Brian Simmons is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. 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 supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Darian P

Series 66

Bloomer, WI

Edward Jones

Darian Prince is a financial advisor with Edward Jones in Bloomer, WI, holding a Series 66 designation and seven years of industry experience. He previously worked at Security Financial Bank and BMO Harris Bank. Outside of finance, he has been involved with Fatboy's Pizza since 2009. 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 manages approximately $1.01 trillion in assets with a large network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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