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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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Karmen K

Series 63

Union, SC

Kingsmore Wealth Management, LLC

Karmen Kingsmore is the sole advisor at Kingsmore Wealth Management, LLC, an independent firm based in Union, South Carolina. He holds a Series 63 designation and has 41 years of experience in the financial industry, including prior roles at Kovack Advisors, Inc. and Kovack Securities Inc. Outside of his advisory work, Kingsmore is actively involved with the Clemson University Tiger Band Association, serving as vice president and chairman of the annual homecoming alumni committee. Kingsmore Wealth Management serves individuals, including high-net-worth clients, and business entities by providing financial planning, estate planning, and adviser selection services. The firm offers non-discretionary investment recommendations based on modern portfolio theory and refers clients to third-party managers for portfolio management.

General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Annuities Real estate investing
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Seth W

Series 63, Series 66

Union, SC

LPL Financial

Seth Watson is a financial advisor with LPL Financial in Simpsonville, SC. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining LPL, he worked at Founders Federal Credit Union, Bank of America, Merrill, Wells Fargo, TD Bank, and Fifth Third Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range 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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