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Alex B

CFP®, ChFC®, RICP®

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 Approaching retirement

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Ashley O

Series 66

Gretna, VA

11 Financial

Ashley Owens is a financial advisor at 11 Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at CapFinancial Securities LLC, Benchmark Bank, Infinex Investments, and Securities America. Outside of her advisory role, Owens is a loan officer at Neighbors Bank. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, offering tailored strategies that include both long-term allocations and more active approaches.

Options & derivatives strategies Annuities Doctor or Medical Professional Values-based investing
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Angeles A

Series 63, Series 65

Chatham, VA

First Citizens Investor Services, Inc.

Angeles Atkinson is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Citizens Investor Services since 2005, having also worked at First Citizens Bank and Trust since 1999. She serves as Board President of the Community Foundation of the Dan River Region through 2025. First Citizens Investor Services provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary management and third-party managers, leveraging its affiliation with a bank holding company to offer integrated banking resources alongside portfolio management and tax-aware services.

Tax-loss harvesting Tax strategies for small businesses
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Tiffany F

Series 63, Series 66

Altavista, VA

LPL Financial

Tiffany Fath is a financial advisor at LPL Financial in Altavista, VA, holding Series 63 and Series 66 designations. She has worked at LPL Financial since 2016, with a break from 2020 to 2025 during which she was unemployed, and also has experience at First National Bank and Hudson Valley Federal Credit Union. 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 combines large-scale advisory operations with non-advisory product activities such as insurance and lending 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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Michael M

CFP®, Series 63

Chatham, VA

OSAIC

Michael Mayhew is a CFP® with 10 years of experience in the financial services industry. He is currently affiliated with Osaic and has prior experience at Harris, Harvey, Neal & Co, Lincoln Financial Securities Corporation, Mainstay Financial, LLC, and Snead, Williams & Mayhew, PLLC. Outside of his advisory role, Mayhew serves on the board of The Claire Parker Foundation, which supports families affected by pediatric cancer. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers access to a broad range of investment products and third-party managers.

Annuities Founder/Business Owner Executive Retired
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Matthew S

ChFC®, Series 66

Gretna, VA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Equity Recipients (RS/RSU, SOP, ESPP) Business exit / sale strategy General estate planning guidance
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Landen M

Series 66

Altavista, VA

LPL Financial

Landen Mays is a financial advisor at LPL Financial based in Altavista, VA. He holds a Series 66 designation and has been working in the financial industry since 2023, including experience at First National Bank. Prior to entering finance, he worked in education and other roles. 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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Dianna B

Series 63, Series 66

Gretna, VA

Raymond James Financial

Dianna Burkholder is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Edward Jones for 11 years before joining Wayfinder Wealth Management in 2020, where she also serves as president of its support company. Outside of advising, she owns Light Money, a branding business associated with Wayfinder Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored recommendations and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Erin D

Series 66

Gretna, VA

Raymond James Financial

Erin Dooley is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2025, Dooley spent 11 years at Edward Jones. She also serves as Vice President of Wayfinder Wealth Management, a support company based in Gretna, Virginia. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Gerald D

CFP®, ChFC®, Series 63, Series 65

Pittsville, VA

Kestra Advisory

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Randy C

Series 63, Series 66

Altavista, VA

Edward Jones

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